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Faster 2025 Tax Prep, Deeper Integrations, Smoother Reviews

1. 2025 tax year updates: We updated our AI engines and review rules to the 2025 tax year, ensuring current IRS limits and thresholds drive extraction, validation, and review accuracy. This also eliminates hardcoded year issues that could misclassify prior-year documents.
2. ProConnect data entry & forms: ProConnect W‑2 and K‑1 mapping was refined for more accurate imports and fewer manual corrections. We shipped a production-grade data entry flow with OTP/2FA signup, automatic diagnostics after entry, and an option to launch a manual browser session when needed.
3. Drake schemas & workflow reliability: We corrected Drake mappings across Form 1098 and Schedules A/D/E (including Schedule E fixes) to reduce review adjustments. Device registration, job event polling, and backup handling improvements make data entry and output retrieval more dependable.
4. UltraTax v2 + client sync: UltraTax now features a streamlined v2 setup with connection completion, client list upload, and one‑click client sync from exported files or a shared drive. Enhanced upload and job tracking speeds up backups and data entry with clearer status visibility.
5. CCH integration modernization: We unified the CCH integration with a robust backup flow and upgraded environments to 2025 credentials. Year‑agnostic screen definitions prevent stale thresholds, while prompts pull current IRS limits dynamically for consistent accuracy.
6. Client checklist, SSN, and missing docs: The checklist is now client‑centric with clear critical requirements (prior‑year 1040, SSN) and improved 1040 detection that handles incremental uploads reliably. You can validate/add SSNs in the client info dialog and upload missing documents directly from issues to unblock preparation.