Skip to main contentSpeed, coverage, and control: this week’s upgrades
Period: 2025-10-20 - 2025-10-26
- ProConnect form coverage expanded: Added support for a broad set of forms including Schedule E, 1099‑B/1099‑G, 1095‑A, 1098, 8606, 2441, 2210, 8867, 5695, 2555, 1040NR, 2848, 4506‑T, SS‑4, 9465, Schedule F and more—covering more client scenarios without workarounds. This reduces manual re-entry and helps you keep workflows inside your preferred software.
- Drake accuracy and automation upgrades: Introduced a Form 8889 qualified medical expense validator, Form 1116 support, and execution-order fixes (including corrected 8995 data keys) for cleaner results. We also auto-trigger GHC screens from 1095‑A/1095‑C and shipped Schedule A/E fixes to cut review time.
- Smarter dependent handling + CCH enhancements: We stopped auto-creating W‑2s and 1099s for dependents to prevent bogus entries and cleanup. For CCH, we added the “Other Adjustments” screen and improved schemas (FORM_IRA mapping and stricter grid identifiers) for more reliable mapping and exports.
- Faster reviews with a parallel auditor–fixer workflow: Reconciliation now runs up to ~2.8x faster in multi‑screen cases thanks to a parallel auditor/fixer workflow. Reliability is improved via Temporal heartbeats, pre‑flight size checks, just‑in‑time presigned URLs, and tuned timeouts for large files.
- Choose Fast vs Accurate prep—with guardrails: You can now pick a precision mode (Fast or Accurate) for tax prep, with defaults and validation to prevent invalid selections. UI copy, first‑time redirects, and manual‑flow fallbacks ensure smooth progress even when model parameters are missing.
- Integration reliability and visibility: Fixed TaxDome login automation and broadened UiPath Dashboard access so more roles can monitor RPA runs. We updated in‑app queries, added RPA diagnostics, and included sync metadata to keep job status and file sync dependable.
Thanks for the trust and feedback—keep it coming!