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Faster state returns, smarter reviews, and built-in audit trails

1. ProConnect multi-state returns automation: We now detect when W-2 income spans non‑resident states and surface a new Multi‑State setup screen that auto‑creates the correct state returns. State and local W‑2 fields are restored, with clear guidance for the Other State Tax Credit to reduce rework.
2. CCH direct deposit capture: Added support for the Direct Deposit form so banking details for refunds or electronic payments are extracted and routed automatically in CCH. This speeds up e‑file readiness and prevents missed routing/account numbers.
3. Drake accuracy improvements: A new W‑2 validator prevents Box 2 vs Box 4 mix‑ups, 1099‑R Special Tax Treatments now aligns to the 2025 Drake UI, and Schedule A shows item‑level details without double‑counting. Together, these changes cut common rejections and make preparer review faster.
4. Unified post‑data‑entry finalization: After data entry completes, we now automatically run diagnostics, update review status, charge the correct credits, and send notifications across ProConnect, CCH, Drake, and UltraTax. Optional Slack alerts let your team know the moment automated entry wraps up.
5. One‑click ProConnect access: Launch a live ProConnect session from the tax prep page and jump directly into the client’s return, not just the dashboard. This saves time when you need to verify or adjust entries immediately.
6. Built‑in data entry recordings: You can now view step‑by‑step screen recordings of data entry runs directly from the Forms list and a new recording player, providing a clear audit trail for your team. Links appear per form, respect access controls, and auto‑expire in line with retention.