Every thing Cover launched this tax season — and what to do with it.
There is a good probability one thing you do each day simply acquired simpler. Cover held again a number of updates throughout tax season on objective — the very last thing you wanted was a shock change in April. Now that the mud has settled, it is time to stroll via all the pieces that is been ready for you.
A few of your favourite issues simply acquired higher. On this session, we’ll go hands-on with updates throughout Duties, Billing and Invoicing, Timesheets, Paperwork, Esign, and Notetaker — so you realize precisely what modified, what it means to your agency, and what to do about it.
By the tip of this session, you can:
- Navigate the up to date Tasklist and Kanban/Capability view to handle work extra effectively.
- Apply new Billing and Invoicing options, together with Bill Templates and Auto WUWD, to scale back guide effort in your billing workflow.
- Acquire cash upfront with Progress Billing.
- Use Timesheet to save lots of time on on a regular basis duties.
- Search and ship cleaner, sooner consumer paperwork with new E-Signal fields.
- Discover and use Cover’s full instructional ecosystem so that you’re by no means determining a brand new function by yourself.
Within the meantime, wish to try our previous Classroom Workshops? Test all of them out right here.
