December 16, 2025 – SALT LAKE CITY – Cover, the main all-in-one follow administration platform for accounting corporations, right now introduced two main additions to its software program suite: Capability Planning and Engagement Packages. Collectively, these new capabilities give corporations clearer visibility into workloads, extra management over pricing and scope, and larger confidence in how they ship and scale their providers.
Capability Planning gives instantaneous visibility into workforce workloads so corporations can rebalance assignments in seconds and preserve initiatives transferring. With a drag-and-drop board view constructed instantly into Cover Workflow, agency leaders can rapidly see who’s over capability or underutilized and alter workloads with out switching instruments. The result’s a extra sustainable tempo of labor, decreased burnout, fewer bottlenecks, and extra predictable supply—with out spreadsheets or guesswork.
Engagement Packages allow corporations to cost confidently, defend margins, and elevate the shopper expertise. Utilizing a confirmed three-tier mannequin—good, higher, greatest—corporations can higher align providers to shopper wants, improve common income per engagement by 20-30%, and keep away from scope creep. When paired with templates and automatic workflows in Cover, engagement packages assist corporations flip shopper agreements into scalable, repeatable income streams.
“These additions strengthen the core of what corporations depend on us for: readability, effectivity, and confidence,” mentioned Cover VP of Product Hanna Bjornn. “Capability Planning helps leaders make higher choices in actual time, whereas Engagement Packages give corporations a extra structured and worthwhile solution to ship work. Each capabilities are designed to take away friction from agency operations so accountants can keep centered on serving purchasers.”
The launch builds on Cover’s continued funding in increasing and modernizing the firm-wide working system utilized by 1000’s of accounting groups. With Capability Planning and Engagement Packages now built-in instantly into the platform, corporations can higher handle the complete lifecycle of labor—from scoping and pricing to project and completion—in a single place.
Each new capabilities can be found right now to Cover clients. To be taught extra, go to getcanopy.com.
About Cover
Cover is an award-winning, all-in-one follow administration platform for accounting corporations. The platform gives a collection of built-in modules–together with CRM, workflow, doc administration, time & billing, and funds–designed to streamline agency operations and enhance the shopper expertise. Cover is SOC2 licensed and dedicated to knowledge safety. Study extra at getcanopy.com.
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Chad Saley
Director of Content material
media@getcanopy.com
