Skip to main contentMore forms, smoother connections, safer credentials
Period: 2025-11-03 - 2025-11-09
- Drake Tax coverage expanded: Added Forms 8859, 8862, 5884, 1310, and Schedule R for Drake. You can now prepare these items in Drake-powered workflows without manual workarounds.
- CCH Axcess backups made easy: Enabled DAT Backup for all CCH returns and added an in-app backup download button. Return IDs are also normalized for more reliable downstream processing.
- ProConnect onboarding reliability: Rolled out ProConnect v2 improvements for automated invite registration and a more robust acceptance flow. We now fetch OTPs from email and handle edge cases (like country codes and last-step checks) to cut connection time and failures.
- K‑1 1120‑S accuracy: Fixed “Other Income” validation to correctly filter Box 17 codes. Expect fewer validation errors and cleaner K‑1 data mapping.
- 1099‑B import cleanup: Enhanced extraction rules to skip zero or null categories. This reduces review noise so your workpapers focus on reportable activity.
- Stronger credential security: Integration credentials are now stored in Azure Key Vault. This hardens secrets management for connected tax software with no action needed from your team.
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