SALT LAKE CITY –September 16, 2025 – Cover, the main all-in-one observe administration platform constructed for contemporary accounting corporations, as we speak introduced the subsequent main enhancement to its AI-powered Good Consumption function: AI Doc Request Lists. This innovation makes use of synthetic intelligence to create distinctive request lists for every consumer in seconds—dramatically decreasing the time it takes for corporations to assemble crucial tax paperwork and data.
This addition to Cover is in step with the corporate’s ongoing dedication to creating the work accountants do extra environment friendly and simpler. Earlier this yr, Cover raised $70 million to proceed enhancing its product. This new device, together with many others coming later this yr, are a part of that vast funding within the platform.
With AI Doc Request Lists, Cover scans obtainable consumer tax data to immediately generate a tailor-made checklist of required paperwork. Practitioners can simply edit these lists, including or eradicating gadgets as wanted. This permits the consumer to be extra compliant with what a agency requests, and with Cover’s automated reminders, no extra backwards and forwards attempting to get the correct paperwork submitted. Moreover, shoppers will be capable to set reminders for themselves in the event that they don’t have a doc/file being requested.
Agency members can use reference-able knowledge inside Cover (CRM knowledge, recordsdata, paperwork, and so forth.) to construct a novel, predictive guidelines. And within the coming months, extra AI Doc Request Lists can be obtainable for gathering bookkeeping recordsdata and requesting recordsdata for audits. Customers may construct templates and kind in prompts to assist information the AI, nice for bulk creation of Predictive DRLs. And as shoppers add recordsdata, Cover’s AI will acknowledge an add that matches a request and mechanically mark it as full, making certain that the practitioner collects the proper paperwork.
“Consumer consumption has traditionally been probably the most time-consuming components of the accounting workflow, for each practitioners and their shoppers,” mentioned Hanna Bjornn, VP of Product at Cover. “With AI Doc Request Lists, we’re eliminating that back-and-forth and changing it with an clever, automated expertise that ensures corporations get the correct paperwork the primary time.”
See a demo of Good Consumption
Good Consumption Saves Corporations 20+ Minutes per Request
Good Consumption is Cover’s next-generation consumer onboarding and information-gathering resolution, designed to fully take away friction from the consumption course of for any work an accounting agency must kickoff.
Leveraging AI and automation, Good Consumption:
- Creates tailor-made doc request lists based mostly on every consumer’s particular tasks
- Builds dynamic questionnaires that regulate to the state of affairs
- Consolidates requests right into a single, easy-to-use consumer expertise
- Allows bulk creation of requests for a number of shoppers directly
By making certain practitioners solely request what’s needed—when it’s needed—Good Consumption hastens turnaround occasions, improves consumer satisfaction, and helps corporations keep organized and environment friendly.
Coming Quickly: AI-based Questionnaires
Along with including checklist requests for bookkeeping and audit, the subsequent up within the evolution of Good Consumption, Cover will launch AI-based Questionnaires. Corporations will be capable to immediate Cover AI to construct a survey for them, saving important admin time. They will then save that as a template or ship it as an ad-hoc questionnaire when needing to gather data.
As well as, Cover, within the coming months, can be releasing an up to date and extra strong model of its proposals and engagements device, enhancements to billing, and extra AI integrations into its current merchandise. Keep tuned.
About Cover
Cover is an award-winning, all-in-one observe administration platform for accounting corporations. The platform gives a collection of built-in modules–together with CRM, workflow, doc administration, time & billing, and funds–designed to streamline agency operations and enhance the consumer expertise. Cover is SOC2 licensed and dedicated to knowledge safety. Be taught extra at getcanopy.com.
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Chad Saley
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media@getcanopy.com
