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Sharper ProConnect, new DMS links, and faster reviews

1. ProConnect schema and form fixes: K‑1 Partner and dependents now validate SSN/EIN correctly with an SSN type dropdown to reduce entry errors. We also corrected Form 1116 date formats and refined underlying ProConnect schemas to minimize rejects and rework.
2. SharePoint and Google Drive integrations: Connect your DMS to import source documents and, for Google Drive, automatically upload approved outputs back to the client’s folder. OAuth setup and client ID handling were streamlined for faster, more reliable sign‑ins.
3. Truss and Canopy reliability and security: Webhook verification was tightened with HMAC checks and secret validation, cutting false failures and improving trust. Push/pull operations and setup flows were hardened to reduce integration interruptions.
4. Workpaper cross‑references and reviews: Create cross‑references (anchor notes) and see parent names for clearer traceability across workpapers. Review levels and item‑level indicators carry through to downloads, speeding review and strengthening your audit trail.
5. Built‑in calculator with tape and notes: A new sidebar calculator keeps a running tape you can attach to note metadata and the exact page you’re working on. Refined styles and behavior make quick reconciliations easier during prep and review.
6. PDF viewer and AI alerts enhancements: A global PDF viewer now offers one‑click downloads, correctly ordered recognized forms by page, and backend‑processed mark counts for smoother navigation. AI alerts have a dedicated view and can be exported to share with your team or document your findings.