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Streamlined tax prep demos, smarter reviews, and smoother docs

1. Tax software demo connectors (Drake, UltraTax, CCH Axcess, ProConnect): Spin up realistic data-entry demos with new connectors and a single action to simulate sending a return. The Send to Tax Software flow now validates connections and includes the specific tax prep ID for accurate routing.
2. Practice management and printing integrations: Try demo connectors for Canopy, TaxDome, Financial Cents, Karbon, Truss, Google Drive, and SharePoint; plus download client files from Financial Cents directly. A new printer integration with caching and job tracking improves reliability when batching return print jobs.
3. Automatic tax planning after data entry: We restored the automatic advisor workflow to kick off tax planning immediately after data entry completes. This saves you a step and ensures planning insights are ready as soon as parsing finishes.
4. More reliable document intake: We removed a hardcoded PDF assumption so non‑PDF files like Outlook .msg import with the correct MIME type. Subdocument identifiers also get safer fallbacks to avoid null values during parsing.
5. Smarter Tax Review with re-upload and rule checks: Re-upload documents to retrigger a review session, with carry‑forward of unchanged docs and clickable document references in AI notes for faster audit. Workspace rule‑based checks run alongside the AI review and analytics now auto‑run when reviews finish.
6. Faster prep review and clearer statuses: New Tax Prep results screens add clear loading/error states, status actions, tabs, and a one-click Output download, plus restored Preparer Actions with a Credit badge in prep details. We also added a workspace homepage with a clients table and new client profile summary and tax prep cards.