Cover takes the complications out of shopper administration by providing a technique to preserve shopper information organized.
I like how simple it’s to setup a brand new shopper on this software program. As soon as arrange, it is one click on to get IRS transcripts downloaded for my evaluate. This protects me at the least an hour every week compared to the software program I used to make use of.
This makes workflow for tax decision manageable. This enterprise is a bunch of hurry up and wait. This method helps to refresh my reminiscence whereas transitioning to totally different shoppers.
The power to securely share paperwork with shoppers in addition to full POAs from shopper contact information already in Cover. The power to route workflow between staff members with shade coded statuses permits us to work effectively.
Cool options, excellent customer support, always updating to make it higher. I like that I can add information simply to a safe shopper portal and we do not have to e-mail information anymore. Completely cannot think about not having this software program.
It is secure and safe. Shoppers are in a position to add paperwork and the paperwork are saved their portal which in consequence, retains us higher organized. The duty characteristic retains us organized and we all know precisely the standing of every shopper.