TaxNow integration and expanded Tax Return QA Firm admins can connect TaxNow in Firm Integrations. Tax Return QA reads the IRS transcripts that are already in that account. Reviews find the returns and the workpaper in the client folder and ask the preparer when a file is not clear, verify page-by-page coverage, compare reported figures against the IRS record, and reconcile Schedule C and entity returns to their underlying books and source documents.
Multi-year tax readiness checks and 2020–2022 return QA Ask your assistant to get a client's returns ready across multiple tax years and it now checks the client folder and saved IRS transcripts for each year first. This helps you find missing documents before you request them. Tax Return QA now covers 2020–2022 Form 1040 returns alongside newer years, and updating a workpaper in Google Drive keeps the extra sheets your team added.
Missing document requests from tax workpaper agents When preparing a 1040, 1120, or 1065 tax workpaper, the agent inspects the client's source packet and Google Drive folder for the tax year, and checks open requests first to avoid duplicate requests before proposing a single approval card to request missing documents or resend an unsent request.
Automatic weekday follow-ups for open Slack threads On weekdays, the agent follows up once on Slack threads that have been quiet for a day whenever an approval request, unanswered question, or open request is still waiting. Pending approvals receive a reminder in the thread, open items trigger a status check to advance the work, and a checkmark reaction on the request or a later reply stops the follow-ups.
Settings & workflow updates
- Coinbase price source: Organization admins can select Coinbase as their organization's price source in Organization settings, with automatic fallback to the default price providers for tokens that Coinbase does not price.
- Connected accounts management: View and manage all linked chat accounts—including Slack (even when your Slack email differs from your login email), iMessage, Microsoft Teams, and Telegram—from the new Connected accounts tab in your profile.
- Background transaction suggestions: Apply All and Apply Selected for transaction suggestions now run in the background with live progress in Background Activity and smarter account matching from prior postings to the same wallet address.
Performance & fixes
- In a production test at lot 1,000 of a wallet, the lot query fell from 764 ms to 12 ms, alongside faster database-level aggregation for daily income/expense analytics. Balance reconciliation runs fewer count queries.
- ProConnect workpaper filings now keep full-return requests and multi-line schedules in scope on large workbooks with fewer timeouts.
- Web copilot turns that run longer than the request limit now recover their responses in the background.
- Historical balances now include EVM tokens that were sold to zero later. Babylon and Celestia check their snapshots, and Sui shows an error instead of a false zero balance.