Missed Cover’s First Look? Seize the Highlights Right here


Cover hosts a First Look webinar quarterly, the place our product specialists go over all the brand new options launched to Cover and people which are simply on the horizon. When you weren’t capable of attend, you’ll be able to watch the recording of the First Look right here. Or, in the event you’re on the lookout for the highlights from the webinar, maintain studying. 

Right here’s what’s new (and what’s coming quickly) to Cover.

International Inbox enhancements 

Inbox sharing and permissions: The Cover International Inbox at the moment means that you can share entry with others in your agency and we’ve now expanded our inbox permissions to help you management your group members’ entry degree. Now you can select whether or not group members have full entry to an e mail, or permission to ship and reply utilizing the chosen e mail.

Folders and labels: Cover’s International Inbox already introduced your whole e mail account into Cover, which means you didn’t have to leap between Cover and your inbox to verify your e mail. Now, we’ve made our inbox much more strong. You possibly can create customized folders, or labels for gmail customers, for any inbox within Cover’s International Inbox. 

These updates to the International Inbox can be found now and you may learn extra about them on Cover’s Product Weblog right here.

Contact show title: You now have the choice so as to add a show title to contacts in Cover. This lets you have extra freedom in naming contacts, quite than being restricted to utilizing solely their authorized title. You should use this new discipline to enter a show title for contacts, however needless to say duplicate show names usually are not supported in Cover. Show names are proven and may be filtered all through Cover, and they’re additionally seen on the Shopper Portal. This function is on the market now on desktop and cellular. 

Bulk ship the Cover organizer: Cover’s new 2021 organizer accounts for 2021-specific particulars just like the superior youngster tax credit score, examples for energy-efficient enhancements that make it simpler to grasp, and extra. As well as, organizers can now be despatched in bulk, saving you time by eliminating the tedium of individually sending every shopper an organizer. Organizers are despatched on to your shopper’s portal for them to finish and ship again to you. This function is on the market now.

Fillable PDFs: Now you can add a fillable PDF file to Cover and full the fillable fields in Cover or on the Shopper Portal. Fillable PDFs may be hooked up to shopper requests or shopper request templates and be used to ship frequent varieties to your purchasers. As soon as despatched, there is not any want for purchasers to obtain, full, save, and re-upload varieties—all of which causes friction, will increase errors, and ends in decrease completion charges. Any modifications they make to the shape within the Shopper Portal will probably be saved robotically and synced with the file saved within the shopper’s Cover information. No downloading, saving, or re-uploading to Cover wanted. This function is now accessible on desktop and cellular.

Learn extra about fillable PDFs and the bulk-send organizer on Cover’s Product Weblog right here

Cover the billing tab within the Shopper Portal: We perceive that not each Cover consumer is utilizing the billing function, which may result in questions from purchasers as to why there’s a billing choice of their Shopper Portal. To handle this want, we’ve carried out a brand new toggle discovered on the customized branding web page in your settings, that means that you can cover the billing tab. When activated, your purchasers will now not see the billing tab on their Shopper Portal.

Coming quickly: Quickly, you’ll have the power to create shopper requests in bulk from the contact checklist. You’ll additionally be capable to automate shopper requests to ship upon completion, and bulk choose and ship drafted shopper requests.

Doc Administration Module 

Desktop assistant: Cover has had a well-liked desktop assistant for Home windows customers for a while. Now we’ve added Mac assist as nicely! With the desktop assistant, each Mac and Home windows customers can now:

      • Migrate information toCanopy in bulk and immediately match folders to current contacts
      • Print and scan information on to Cover and shortly save into them to a shopper’s information
      • Edit information in Cover utilizing whichever native modifying purposes you may have in your laptop

Coming quickly: Quickly, the Desktop Assistant will be capable to operate on a single laptop the place a number of customers log into that laptop on the similar time utilizing a Citrix or Terminal server.  

Grouping customers into Groups: Now, you’ll be able to group customers into completely different Groups inside Cover. This new function may be discovered underneath the “Crew Members and Groups” tab in settings, which was beforehand named the “Crew Members” tab. 

Folder permissions: Customized folder permissions is the primary function to make use of Groups in Cover. Now you can simply prohibit or grant folder entry to completely different groups. It will enable your agency to handle which groups have entry to sure folders.

Workflow Module 

Customizing process checklist and filter views: Filter views are actually proven as tabs on the prime of the duty checklist permitting you to navigate between views with a single click on.. We’ve additionally improved the expertise for customizing columns and reordering filter views. Plus, you’ll be able to edit a number of filter views on the similar time. These enhancements to the duty checklist and filter views can be found now. 

Coming quickly: Quickly it is possible for you to to create duties in bulk from templates that embrace shopper requests. 

Tax Decision Module 

Simply evaluate transcript variations: Cover’s award-winning transcript software has helped make life simpler for accountants by saving all transcripts into one place, and serving to circumvent the necessity to use the finicky IRS web site—which is usually a tedious course of. With Cover, you get a historical past of each transcript you’ve pulled multi functional place. Now, if transcripts have been pulled a number of instances for a shopper, you will note the choice to check transcript variations. When put next, indications will probably be added to the pulled paperwork to spotlight what variations exist between chosen variations. Cover makes it straightforward to shortly scan for modifications throughout transcript variations.

Learn extra about this new function on Cover’s Product Weblog right here

Analysis and suggestions

Accumulating buyer suggestions is on the coronary heart of all the things we develop right here at Cover. With that in thoughts, we needed to supply the chance for our customers to join beta testing of recent merchandise, together with: 

      • Workflow automation 
      • The subsequent model of our QBO integrations 
      • Pre-authenticated hyperlinks for e-sign with out the Shopper Portal 

In case you are focused on collaborating in beta testing for these options, e mail product@getcanopy.com and make sure you embrace the subject within the topic line. 

You possibly can all the time maintain updated on our present releases by following the product updates part of Cover’s Data Base right here.

Missed Cover’s First Look? Watch the recording of our webinar, which incorporates product demos from our specialists and a reside Q&A,


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