When Jason Staats calls one thing “the best instance of product AI I’ve seen but,” you recognize it’s good.

On this demo, Jason took Cover’s latest launch, Sensible Consumption, for a spin. And his 10-minute walkthrough left him questioning why accountants haven’t been utilizing AI like this all alongside.

Watch the complete demo right here 👇

The Drawback Each Agency Is aware of Too Effectively

Each accountant is aware of the ache. The back-and-forth emails, lacking paperwork, and incomplete types. Sensible Consumption tackles that head-on by letting AI do the heavy lifting to your crew and your shoppers.

With Sensible Consumption, you’ll be able to cease asking shoppers for a similar data twice, construct questionnaires immediately, and even generate doc request lists with one click on, all inside Cover’s all-in-one platform.

Right here’s how Jason broke down Cover’s Sensible Consumption Options.

1. Use AI to Save Your Shoppers Time

No one likes asking shoppers for the data they’ve already given you, and Sensible Consumption makes positive you by no means must.

Cover’s AI robotically pre-fills consumer questionnaires with information already saved in Cover, like names, contact data, enterprise sorts, and extra. It may even scan present paperwork and pull in solutions present in earlier uploads.

It is a smoother, sooner expertise that saves your shoppers time and retains your agency from wanting, as Jason places it, like “a dummy asking for information you have already got.”

2. Use AI to Construct Questionnaires in Seconds

Creating detailed consumer questionnaires not takes hours. With Sensible Consumption, you’ll be able to construct them in seconds.

Simply add an present type or begin from a template, and AI immediately generates a completely structured, interactive questionnaire in seconds – full with conditional logic. For instance, if a consumer solutions “sure” to receiving an IRS IP PIN, Sensible Consumption can immediately add a doc request for it.

Due dates and reminders could be added robotically, so shoppers by no means miss a process (and also you don’t must do the nagging). And since all the pieces works seamlessly in Cover’s cellular app and safe hyperlinks, shoppers can full questionnaires wherever they’re.

Take a tour of Sensible Consumption

3. Use AI to Create Doc Request Lists

By analyzing prior-year information or consumer fields, Cover’s Sensible Consumption robotically generates a personalized doc request record for every engagement.

Jason thinks it’s “fairly darn cool,” which is likely to be an understatement. Sensible Consumption understands context, so it is aware of precisely what’s lacking, what’s been uploaded, and what nonetheless wants consideration. Shoppers may even add paperwork in bulk, and AI will classify and rename every file.

You’ll be able to even edit the request record earlier than sending it, and Cover will study from these changes, getting smarter each time.

4. The No Brainer: Why-Haven’t-We-Been-Utilizing-This-Already Function

You’ve seen it. The “IMG_2025.pdf” or “Scan001” information that litter up a consumer’s folder. Sensible Consumption fixes that immediately.

With AI-driven file naming, each doc is robotically renamed based mostly in your most popular conventions, together with the date, doc kind, issuer, and extra.

You’ll by no means must rename a file once more. Simply consider on a regular basis you’ll save!

Why Corporations Love Sensible Consumption

Sensible Consumption isn’t one other flashy AI add-on; it’s a breakthrough in consumer onboarding. It’s quick, intuitive, and constructed instantly into the Cover platform you already know and belief.

Whether or not you’re onboarding new shoppers or re-engaging returning ones, Sensible Consumption helps you collect the fitting data the primary time.

Able to take the leap with Sensible Consumption?