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More forms, smoother connections, stronger workflows

1. ProConnect forms coverage expanded: Added support for Forms 8862, 4137, 4852, 8915, and 2210. Schema fixes for Schedule A, 1116, 1099‑DIV, 1098, and foreign sections reduce rework and validation errors.
2. Drake Tax forms expansion: New support for Forms 4797 and 4562, Schedule F, 1099‑B/8949, 1099‑K, 8843, and Schedule J. K‑1 structure and related validations were refined to improve data mapping and review.
3. Lacerte integration added: Lacerte is now available in the tax software selector with an initial connection screen to kick off setup. This lets firms begin onboarding Lacerte data within the unified connections workflow.
4. Streamlined Drake and UltraTax connection flows: Introduced a clearer two‑step “Download app” and “Generate token” process and removed stored credentials for a simpler, safer setup. Live sync folder status now shows connection progress so you know when files are ready.
5. Karbon integration setup: New verify, configure, and complete steps make connecting Karbon straightforward, backed by a new integrations table. Workspace drive enhancements and clear folder paths help keep documents organized during sync.
6. ProConnect client invite workflow: Added an automated email invitation flow to request client access directly from ProConnect. ProConnect is temporarily marked under maintenance in the app and will be re‑enabled once service resumes.