SALT LAKE CITY – October 16, 2025 – Cover, the main all-in-one observe administration platform constructed for contemporary accounting corporations, at this time launched AI questionnaires as a part of Sensible Consumption, the one AI-powered shopper consumption system constructed natively right into a practice-management platform, alongside a very re-imagined Engagements module. Collectively, the brand new product options give accounting corporations one seamless place to suggest, gather, and ship work, saving time and making a smoother shopper expertise.

Sensible Consumption Now Contains AI-Powered Questionnaires & Organizers 

Sensible Consumption is receiving its third replace this yr 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 robotically matches and renames uploaded information. 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 information uploaded in bulk to the requested gadgets. Companies save as much as 50 minutes per shopper whereas giving purchasers a smoother, quicker expertise.

See a demo of AI-powered questionnaires

All-New Engagements

The all-new Engagements brings a contemporary, brandable proposal expertise proper into Cover. Companies can embrace welcome movies, brochures, and smooth templates—no third-party instruments required. An ever-present preview reveals precisely what purchasers will see, reducing out check sends and confusion. And with tiered package deal choices coming this fall, corporations can provide purchasers extra selection whereas capturing extra worth from each engagement.

These expansions permit corporations to exchange 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 straight right into a agency’s workflow, billing, and different observe administration instruments.

See a demo of Engagements

“Cover is aggressively including to its software program choices,” mentioned 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 Sensible Consumption will make acquiring wanted shopper knowledge quicker 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—dwelling in a single seamless system.

Meaning fewer instruments to handle. A less complicated system to your workforce. One portal to your purchasers. No dependency on another person’s roadmap or integrations. A platform you may depend on—seamless by design, constantly bettering, and constructed to energy the way forward for your agency. Cover is the one observe administration platform that provides 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 yr, Cover raised $70 million to proceed bettering its product. These new instruments, together with many others at present in improvement, will proceed to enhance the accounting occupation’s prime all-in-one platform. 

Coming Quickly

Cover is dedicated to maintain evolving its platform to fulfill the various wants of the accounting occupation. Future plans embrace enhancements to billing, bulk invoicing, Insights, observe intelligence, smarter workflows, and, after all, extra AI integrations into new and present merchandise. Need to study 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 observe administration platform for accounting corporations. The platform offers a collection 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. Study extra at getcanopy.com. 

Media Contact: 
Chad Saley 
Director of Content material 
media@getcanopy.com