Tuesday, September 27, 2022
HomeAccountingMissed Cover’s First Look? Seize the Highlights Right here

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 might be simply on the horizon. In case you weren’t in a position to attend, you’ll be able to watch the recording of the First Look right here. Or, if you happen to’re in search of the highlights from the webinar, hold studying. 

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

World Inbox enhancements 

Inbox sharing and permissions: The Cover World Inbox presently permits you to share entry with others in your agency and we’ve now expanded our inbox permissions to let you management your crew members’ entry stage. Now you can select whether or not crew members have full entry to an e-mail, or permission to ship and reply utilizing the chosen e-mail.

Folders and labels: Cover’s World Inbox already introduced all your e-mail account into Cover, that means you didn’t have to leap between Cover and your inbox to test your e-mail. Now, we’ve made our inbox much more strong. You’ll be able to create customized folders, or labels for gmail customers, for any inbox inside Cover’s World Inbox. 

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

Contact show identify: You now have the choice so as to add a show identify to contacts in Cover. This lets you have extra freedom in naming contacts, relatively than being restricted to utilizing solely their authorized identify. You should utilize this new discipline to enter a show identify for contacts, however remember the fact that duplicate show names should not supported in Cover. Show names are proven and could be filtered all through Cover, and they’re additionally seen on the Shopper Portal. This characteristic is accessible now on desktop and cellular. 

Bulk ship the Cover organizer: Cover’s new 2021 organizer accounts for 2021-specific particulars just like the superior baby 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 consumer an organizer. Organizers are despatched on to your consumer’s portal for them to finish and ship again to you. This characteristic is accessible 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 could be hooked up to consumer requests or consumer request templates and be used to ship widespread kinds to your purchasers. As soon as despatched, there is no want for purchasers to obtain, full, save, and re-upload kinds—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 likely be saved robotically and synced with the file saved within the consumer’s Cover recordsdata. No downloading, saving, or re-uploading to Cover wanted. This characteristic is now accessible on desktop and cellular.

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

Conceal the billing tab within the Shopper Portal: We perceive that not each Cover consumer is utilizing the billing characteristic, which might result in questions from purchasers as to why there’s a billing possibility of their Shopper Portal. To handle this want, we’ve applied a brand new toggle discovered on the customized branding web page in your settings, that permits you to 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 consumer requests in bulk from the contact checklist. You’ll additionally be capable to automate consumer requests to ship upon completion, and bulk choose and ship drafted consumer requests.

Doc Administration Module 

Desktop assistant: Cover has had a preferred 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 recordsdata toCanopy in bulk and immediately match folders to present contacts
      • Print and scan recordsdata on to Cover and shortly save into them to a consumer’s recordsdata
      • Edit recordsdata in Cover utilizing whichever native enhancing functions you could 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 identical time utilizing a Citrix or Terminal server.  

Grouping customers into Groups: Now, you’ll be able to group customers into totally different Groups inside Cover. This new characteristic could 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 characteristic to make use of Groups in Cover. Now you can simply prohibit or grant folder entry to totally different groups. This can permit your agency to handle which groups have entry to sure folders.

Workflow Module 

Customizing job checklist and filter views: Filter views are actually proven as tabs on the high 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 identical 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 embody consumer requests. 

Tax Decision Module 

Simply evaluate transcript variations: Cover’s award-winning transcript instrument 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 occasions for a consumer, you will notice the choice to check transcript variations. Compared, indications will likely be added to the pulled paperwork to focus on what variations exist between chosen variations. Cover makes it straightforward to shortly scan for modifications throughout transcript variations.

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

Analysis and suggestions

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

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

If you’re enthusiastic about taking part in beta testing for these options, e-mail product@getcanopy.com and be sure you embody the subject within the topic line. 

You’ll be able to all the time hold updated on our present releases by following the product updates part of Cover’s Information Base right here.

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



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