SALT LAKE CITY – October 16, 2025 – Cover, the main all-in-one follow administration platform constructed for contemporary accounting corporations, in the present day launched AI questionnaires as a part of Good Consumption, the one AI-powered shopper consumption system constructed natively right into a practice-management platform, alongside a totally re-imagined Engagements module. Collectively, the brand new product options give accounting corporations one seamless place to suggest, accumulate, and ship work, saving time and making a smoother shopper expertise.
Good Consumption Now Contains AI-Powered Questionnaires & Organizers
Good Consumption is receiving its third replace this 12 months with the addition of AI-powered questionnaires that construct personalised organizers for every shopper utilizing knowledge already saved in Cover. The system predicts which paperwork and solutions are wanted, pre-fills recognized info, and mechanically matches and renames uploaded recordsdata. Or corporations can digitize an organizer offered by their tax software program, full with conditional logic and a dynamic, built-in real-time doc guidelines. Cover can then match recordsdata uploaded in bulk to the requested objects. Corporations save as much as 50 minutes per shopper whereas giving shoppers a smoother, sooner expertise.
See a demo of AI-powered questionnaires
All-New Engagements
The all-new Engagements brings a contemporary, brandable proposal expertise proper into Cover. Corporations can embrace welcome movies, brochures, and modern templates—no third-party instruments required. An ever-present preview reveals precisely what shoppers will see, reducing out check sends and confusion. And with tiered package deal choices coming this fall, corporations can supply shoppers extra selection whereas capturing extra worth from each engagement.These expansions permit corporations to switch single level options particularly designed for engagements that don’t combine with the remainder of their software program. With Cover’s all-in-one built-in expertise, engagements are tied instantly right into a agency’s workflow, billing, and different follow administration instruments.
See a demo of Engagements
“Cover is aggressively including to its software program choices,” stated Hanna Bjornn, VP of Product at Cover. “Our all-new engagements will make beginning work with a brand new shopper even simpler, and our newest addition to Good Consumption will make acquiring wanted shopper knowledge sooner and extra environment friendly.”Cover isn’t stitching collectively instruments from different distributors. We’re constructing an all-in-one platform—natively, from the bottom up. Each shopper interplay, each workflow, each fee, each perception—residing in a single seamless system.Which means fewer instruments to handle. An easier system to your staff. One portal to your shoppers. No dependency on another person’s roadmap or integrations. A platform you possibly can depend on—seamless by design, constantly bettering, and constructed to energy the way forward for your agency. Cover is the one follow administration platform that gives all of those options in a single place.These additions to Cover are a part of the corporate’s ongoing dedication to creating the work accountants do extra environment friendly. Earlier this 12 months, Cover raised $70 million to proceed bettering its product. These new instruments, together with many others at the moment in growth, will proceed to enhance the accounting career’s prime all-in-one platform.
Coming Quickly
Cover is dedicated to maintain evolving its platform to satisfy the numerous wants of the accounting career. Future plans embrace enhancements to billing, bulk invoicing, Insights, follow intelligence, smarter workflows, and, after all, extra AI integrations into new and current merchandise. Need to be taught extra about Cover’s roadmap? Attend Cover Summit 2025, registration for this free on-line occasion is open now.
About Cover
Cover is an award-winning, all-in-one follow administration platform for accounting corporations. The platform supplies a set of built-in modules–together with CRM, workflow, doc administration, time & billing, and funds–designed to streamline agency operations and enhance the shopper expertise. Cover is SOC2 licensed and dedicated to knowledge safety. Be taught extra at getcanopy.com.
Media Contact: Chad Saley Director of Content material media@getcanopy.com