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At Cover, we’ve not too long ago 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 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 workforce members on subtasks when that subtask is about to “Prepared.” We’re excited to share these up to date templates to assist your agency improve effectivity. The 24 templates with automations embrace the next:
- 1040 Return [+automation]
- 1041 Return [+automation]
- 1065 Return [+automation]
- 1120 Return [+automation]
- 1120-S Return [+automation]
- 940 Return [+automation]
- 941 Return [+automation]
- 990 Return [+automation]
- Amend Tax Return [+automation]
- Consumer Onboarding: Accounting [+automation]
- Consumer Onboarding: Tax Prep [+automation]
- Type 706: U.S. property tax return [+automation]
- Revenue Tax Return (ITR) – Private Tax Return [+automation]
- Tax Extension (Enterprise) [+ automation]
- Tax Extension (Particular person) [+ automation]
- Tax Prep [+automation]
- Bookkeeping [+automation]
- Weekly Payroll Processing [+automation]
- Bi-weekly Payroll [+automation]
- T1 [Canada] [+automation]
- T2 [Canada] [+automation]
- Request Consumer Account Entry [+automation]
- Harmonized Gross sales Tax (HST) Netfile [+automation]
- IAS Assessment (Worldwide Accounting Requirements) [+automation]
You will want to be a Cover buyer to be able to entry our workflow templates. We’ve created a useful video to point out you methods to entry and create job templates in Cover.
A big a part of our mission at Cover consists of capturing priceless information from our prospects to assist form our product. Please tell us if in case you have any ideas for brand spanking new or improved workflow templates.
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