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CCH accuracy upgrades, richer provider integrations, and faster reviews Period: 2025-12-01 - 2025-12-07
  1. CCH Axcess forms—smarter date entry: Dates on 1095-A, 1099-R, Schedule C/E/K-1 and more now accept MM/DD/YYYY, MM-DD-YYYY, or YYYY-MM-DD and are auto-normalized to CCH’s required format. This reduces schema validation errors and form rejections.
  2. CCH Axcess 1040 schema coverage completed: We added the remaining 1040 schemas for CCH Axcess to improve end-to-end automation. Expect broader field coverage and fewer manual touch-ups.
  3. New form support: Form K199: Added schema and task registry support for Form K199. You can now prepare and validate this form within your standard workflows.
  4. Drake and UltraTax provider upgrades: A new provider UI simplifies setup for Drake and UltraTax, with in-app setup and updated display settings; UltraTax adds a data entry flow and supports deleting connections. These changes streamline onboarding and connection management.
  5. Stronger Truss, Karbon, and Canopy integrations: Credential refresh flows, webhooks, soft-delete and filtering keep connections healthy, and file caching speeds up browsing. Canopy work events now generate digital workpaper links for smoother handoffs.
  6. Faster review and document triage: Batch/quick review for completed returns, new Workpaper tabs for Missing/Excluded documents and Flags, and a redesigned Sources view help you clear reviews faster. Advisor chat now supports infinite scroll and secure subdocument previews from messages.
Thank you for your continued support and feedback!