Cover takes the complications out of consumer administration by providing a technique to hold consumer data organized.
I like how simple it’s to setup a brand new consumer on this software program. As soon as arrange, it is one click on to get IRS transcripts downloaded for my evaluate. This protects me not less than an hour every week compared to the software program I used to make use of.
This makes workflow for tax decision manageable. This enterprise is a bunch of hurry up and wait. This technique helps to refresh my reminiscence whereas transitioning to totally different shoppers.
The power to securely share paperwork with shoppers in addition to full POAs from consumer contact knowledge already in Cover. The power to route workflow between staff members with colour coded statuses permits us to work effectively.
Cool options, excellent customer support, consistently updating to make it higher. I like that I can add information simply to a safe consumer portal and we do not have to electronic mail information anymore. Completely cannot think about not having this software program.
It is protected and safe. Shoppers are in a position to add paperwork and the paperwork are saved their portal which consequently, retains us higher organized. The duty characteristic retains us organized and we all know precisely the standing of every consumer.