At Cover, we’ve just lately improved 24 of our accounting and tax workflow templates by including useful automations to save lots of you and your agency time. These automations embrace sending shopper 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 crew members on subtasks when that subtask is about to “Prepared.” We’re excited to share these up to date templates to assist your agency enhance effectivity. The 24 templates with automations embrace 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. Kind 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 Assessment (Worldwide Accounting Requirements) [+automation]

You will have to be a Cover buyer as a way to entry our workflow templates. We’ve created a useful video to indicate you entry and create process templates in Cover


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

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