New Workflow Templates with Automations

At Cover, we’ve lately improved 24 of our accounting and tax workflow templates by including useful automations to avoid wasting you and your agency time. These automations embody sending consumer requests triggered by standing updates, routinely updating the standing of a subtask as soon as a earlier subtask is full, and notifications being despatched to assigned staff members on subtasks when that subtask is ready to “Prepared.” We’re excited to share these up to date templates to assist your agency enhance effectivity. The 24 templates with automations embody the next:

  1. 1040 Return [+automation]
  2. 1041 Return [+automation]
  3. 1065 Return [+automation]
  4. 1120 Return [+automation]
  5. 1120-S Return [+automation]
  6. 940 Return [+automation]
  7. 941 Return [+automation]
  8. 990 Return [+automation]
  9. Amend Tax Return [+automation]
  10. Shopper Onboarding: Accounting [+automation]
  11. Shopper Onboarding: Tax Prep [+automation]
  12. Type 706: U.S. property tax return [+automation]
  13. Earnings Tax Return (ITR) – Private Tax Return [+automation]
  14. Tax Extension (Enterprise) [+ automation] 
  15. Tax Extension (Particular person) [+ automation]
  16. Tax Prep [+automation]
  17. Bookkeeping [+automation]
  18. Weekly Payroll Processing [+automation]
  19. Bi-weekly Payroll [+automation]
  20. T1 [Canada] [+automation]
  21. T2 [Canada] [+automation]
  22. Request Shopper Account Entry [+automation]
  23. Harmonized Gross sales Tax (HST) Netfile [+automation]
  24. IAS Evaluate (Worldwide Accounting Requirements) [+automation]

You will want to be a Cover buyer with a view to entry our workflow templates. We’ve created a useful video to point out you how one can entry and create activity templates in Cover


A big a part of our mission at Cover consists of capturing worthwhile information from our prospects to assist form our product. Please tell us in case you have any ideas for brand new or improved workflow templates.

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