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UltraTax upgrades, stronger integrations, and rock‑solid workpapers

1. UltraTax and CCH form updates: Expanded UltraTax data-entry screens (W‑2, 1099 series, 1098‑E/T, charitable, medical) with improved selectors and automation IDs for smoother automation. Removed restrictive max‑length limits on Form 1098‑E for CCH Axcess to eliminate validation errors during import.
2. UiPath automation for UltraTax: Integrated automation screens with UiPath queue management to reliably push UltraTax tasks and map payloads to the correct forms/tabs. This delivers more dependable hands‑free data entry and clearer job visibility.
3. Canopy integration hardening: Added tenant scoping to all Canopy webhooks and refined process‑work status handling. This ensures accurate, secure syncing and reduces cross‑tenant misrouting.
4. Tax planning control and clarity: Introduced a planning dashboard with multi‑select archive/delete, a customize modal, and clear savings‑type labels, plus the ability to recalc summaries using only selected strategies before export. These updates make plan reviews faster and exports more accurate.
5. New tax prep Forms tab and unified flow: Added a Forms tab in the new tax prep experience with include/exclude controls, and merged the v3 experience into the regular flow. We also fixed upload and redirect links to reduce dead‑ends when starting or continuing a prep.
6. Workpaper and file viewer reliability: Workpapers now auto‑convert images to PDF before merging and correctly map page ranges, so clicking an item jumps to the right page; viewer and download links were fixed throughout. The Files view gained a downloader and restored loading indicators, speeding document review.