The 2025 Cover Template Award Winners

Tavola Group earned the 2025 Cover Template Award for reworking a traditionally hectic course of—quarterly estimated tax reminders—right into a seamless and automatic expertise for each purchasers and employees.

Earlier than constructing the template, the staff spent hours manually monitoring deadlines, emailing purchasers, and following up on paperwork. Duties typically got here right down to the wire, creating stress throughout the board. Their new template eliminates these complications by producing recurring duties, assigning inside subtasks, and automating consumer reminders on a predictable schedule.

Their template saves the staff hours per quarter, has eradicated missed deadlines, and has considerably improved consumer satisfaction. Shoppers obtain reminders each Monday, Wednesday, and Friday main as much as the deadline, together with clear directions on what to ship. Subtasks guarantee consistency even when staff members change.

Of their phrases, the objective was to “rework one of the hectic recurring processes in tax compliance into an automatic, dependable, and client-friendly workflow.” 

They succeeded and set a brand new normal for a way automation can cut back danger, save time, and construct consumer belief.

Profile

Tavola Group is a totally distant tax planning, accounting, and advisory agency that has grown steadily over the previous 5 years. What started with only a few staff has expanded right into a 20-person staff providing full-charge accounting, tax return preparation, and proactive tax planning companies.

With a versatile and collaborative staff construction, Tavola Group wanted a observe administration platform that would carry all the pieces into one place, enhance visibility, and help their continued development. Since adopting Cover practically three years in the past, the agency has modernized how they function by automating consumer workflows, simplifying invoicing, streamlining e-signatures, and constructing customized templates to make sure each engagement is constant and environment friendly.

Tavola Group was named Cover’s 2025 Template Award winner for his or her inventive use of quarterly tax templates and their dedication to steady course of enchancment.

These instruments have helped the staff save hours every month, pace up fee assortment, and ship a greater general expertise for purchasers and employees alike.

Automated Consumer Workflows Save Hours Each Month

Since Tavola Group has grown so quickly, effectivity is simply not an possibility, it’s important. 

Earlier than adopting Cover in 2022, the staff spent hours every month manually emailing purchasers for paperwork, updates, and month-to-month requests. Each level of communication needed to be tracked. adopted up on, and double-checked. 

Now those self same workflows run mechanically in Cover. Month-to-month consumer requests exit like clockwork, with no guide emails required. Automation doesn’t simply save hours. It creates peace of thoughts. 

By lowering guide admin work and standardizing communication, the staff has reclaimed worthwhile time to concentrate on higher-value consumer work which has turned what was as soon as a significant bottleneck into considered one of their greatest productiveness wins.

E-Signatures + Doc Administration = Seamless Consumer Expertise

Earlier than switching to Cover’s built-in e-signature device, Tavola Group relied on a third-party platform to gather signatures for consumer paperwork. The method required downloading, importing, saving to the consumer folder, and manually updating data. It was quite a lot of additional work for the admin staff and created pointless complexity.

With the current launch of fillable customized fields in Cover’s e-signature characteristic, the agency made the change, and instantly noticed a distinction. Every part from sending to storing signed paperwork now occurs in a single place, and the staff receives automated notifications when purchasers full their varieties.

“Now we will simply arrange the template in Cover, ship it from there, and it mechanically is linked to the consumer and the staff will get a notification after they’ve accomplished it.”
— Maria Sentic, Chief Working Officer

 

This enchancment not solely streamlined the interior workflow, it additionally simplified the expertise for purchasers. Signed paperwork are saved straight within the consumer portal, together with their invoices, requests, and different information. By centralizing the whole course of inside Cover, the agency eradicated duplicate duties, decreased turnaround occasions, and improved visibility throughout groups.

 

Customized Templates Allow Consistency

Templates are usually not only a useful device for this agency, they’re a core a part of how the staff maintains constant, environment friendly service throughout each consumer and engagement. 

From consumer onboarding to quarterly tax estimates and year-end prep, Cover templates assist standardize workflows, cut back guide effort, and help repeatable processes throughout the distant staff.

A primary instance is the agency’s quarterly estimated tax course of. The staff created 4 separate templates, one for every quarter, every aligned to IRS deadlines and tailor-made to the timing of knowledge requests. Through the use of dynamic fields like “earlier yr” within the activity names, the templates are reusable and mechanically generated annually.

“We even have 4 templates. So now we have one for every quarter they usually’re all tailor-made to the precise dates that the IRS requires these funds to be made at and on the factors that we’re imagined to be requesting the knowledge within the first place. So it was a cooperative factor the place we went by and developed the bottom template that we have been utilizing for some time after which added automation and break up it into 4 totally different templates.” — James Kelly, Director of Operations

 

Templates begin with Cover’s prebuilt variations, however the staff totally customizes them to suit their processes. As soon as assigned to a consumer, every template is additional customized to replicate that consumer’s wants, paperwork, or deliverables. The staff repeatedly updates templates with checklists, consumer requests, and automation to enhance them over time.

Due to this construction, any staff member can bounce right into a workflow and choose up the place another person left off. It ensures a clean handoff, constant consumer expertise, and operational readability that helps the agency’s totally distant mannequin and ongoing development.

 

Simplified Billing, Quicker Funds

Billing was once a separate, guide course of that required a number of instruments and too many steps. Now, the agency handles all of its invoicing straight inside Cover. This transformation has simplified fee assortment and improved money stream throughout the board.

Shoppers obtain their invoices by the identical portal they already use for doc uploads, signatures, and consumer requests. As a result of the portal is acquainted and straightforward to entry, there may be much less friction and fewer questions. Shoppers know the place to go, and the staff is aware of when funds are available in.

“We’re doing all our invoicing out of Cover. So clearly that’s the one-stop place that purchasers can go to, to take a look at their invoices and pay them after which entry paperwork, after all.” — Maria Sentic, Chief Working Officer

The staff additionally makes use of the portal as a promoting level for brand spanking new purchasers. From the beginning, purchasers are inspired to obtain the cellular app, which makes it even simpler to scan paperwork and pay invoices. The app’s built-in scanning characteristic reduces file points and cuts down on pointless back-and-forth.

By bringing invoicing into the identical system as the remainder of their workflow, the agency has decreased administrative overhead and made the whole fee expertise extra seamless. With fewer instruments and clearer visibility, they’ll keep targeted on consumer work as an alternative of chasing down funds.

 

A Partnership That Powers Development

Tavola Group’s success with Cover goes far past options or checklists. It’s the results of a real partnership. As a fast-growing, totally distant agency, they wanted greater than only a device. They wanted a platform that would evolve with them, help versatile workflows, and actively reply to their suggestions.

That’s precisely what they present in Cover.

From automated consumer requests to built-in e-signatures, templates, and invoicing, the staff has rebuilt their operations round methods that save time, remove stress, and create consistency. Simply as importantly, they’ve discovered a product staff that listens and delivers. Cover has rolled out requested options like fillable e-signature fields and improved engagement instruments on time and with intention.

By leveraging Cover’s capabilities, Tavola Group has remodeled a number of the most tedious and deadline-driven elements of their work into streamlined, client-friendly processes. The result’s a extra productive staff, happier purchasers, and a stronger basis for future development.