v1.0.1-dev.0 Prerelease
April 17, 2026
Licensing infrastructure comes online end-to-end: trial signup, paid checkout, activation, and machine binding. Marketing site adds a Notice Intelligence walkthrough and switches to a single-tier license with an after-tax-season special.
Added
- Activation gate. App launches into a license screen for un-activated or expired installs. Paste a key, hit Activate.
- Server-backed license validation against the new TRH licensing API. Keys are opaque (
TRH-XXXX-XXXX-XXXX-XXXX), machine-bound, and cached locally so launch stays fast. - Trial issuance. 7-day trials request-able from the marketing site; key arrives by email.
- Purchase flow. Square-hosted checkout end-to-end. Paid license keys arrive by email after payment completes.
- Marketing site rewrite. Single-tier pricing, after-tax-season special, Notice Intelligence deep-dive, system-requirements page, knowledge base.
- Release pipeline. Squirrel auto-updater wired to S3 + CloudFront. Version-bump discipline documented in
docs/RELEASES.md.
Changed
- Default IRS auth mode is now A2A (was ISP). ISP remains selectable under Tools & System → IRS Authentication for firms still awaiting A2A approval.
- Canonical installer download URL:
https://dpneilscoxfdh.cloudfront.net/releases/stable/TRH-Setup.exe. Marketing-site CTAs point here; matches the auto-updater's feed URL. - First-launch flow: if a saved feed URL matches the legacy sandbox endpoint, TRH automatically migrates it to the CloudFront default.
Infrastructure
- DynamoDB
trh-sandbox-licenses— source of truth for every license. - 4 Node 20 Lambdas —
create-trial,create-checkout,square-webhook,license-validate— behind a shared HTTP API Gateway with CORS restricted to the marketing origin. - SES domain identity and DKIM verified; transactional email delivery online for verified recipients (SES production access pending review).
- CloudFront distribution for app updates restricted via Origin Access Control; S3 bucket private.
v1.0.0-dev.0 Prerelease
April 17, 2026
First internal build distributed through the production update channel. Baseline of everything that shipped with the initial Electron port.
Added
- Bulk IRS transcript retrieval via IRS A2A or ISP. 9 module types across hundreds of clients in parallel with per-client burst mode, retry logic, and rate-limit blackout.
- 96 transcript types requestable including Account, Return, Record of Account, Wage & Income, Entity Transcript, Non-Filing Verification, and form-specific pulls from 1040 through the full 1120 family.
- 11 built-in resolution calculators — IA (streamlined/guaranteed/partial-pay), OIC, CNC, Penalty Abatement, CSED Strategy, Collection Alternatives, Interest Projection, Hardship, Compliance, Statute, Tax Estimate.
- Form 433-F financial statement — 29-section CIS auto-populated from transcripts, with IRS allowable standards applied and real-time calculator feeds.
- 50+ auto-populated forms — 2848, 8821, 433 family, 656, 9465, 843, 12153, 14134, 13711, 3911, and state POA for all 50 jurisdictions.
- Bulk POA generation across a selected client set, with firm-defined filename templates.
- Notice Intelligence — 96-entry notice guide (CP / LT / LTR / 668), urgency-tiered, searchable. Multi-client Word export sorted by urgency.
- Client inventory — card and table views, 12-tab detail windows, change log, document management.
- Transcript viewer — parsed transcript data with search, balance summary, IRS status dashboard, CSED estimates, tolling, wage/income detail, and PDF export.
- Integrations — QuickBooks, Microsoft 365, Gmail, Outlook, Zoom, Drake, Lacerte, ProConnect, e-File Gateway (read/import paths).
- ZIP lookup & IRS Standards — reverse-geocoding on ZIP codes, IRS Collection Financial Standards by household size and locality.