What’s New

Cover is redefining engagement administration and elevating the bar for the whole accounting occupation with the launch of the all-new Engagements. We’ve reworked Cover Engagements from a workable function to a best-in-class product, enabling companies to show new alternatives into extra income.

Why It Issues

Engagements are greater than only a doc—they’re a crucial alternative to showcase your agency’s model and professionalism. With the all-new Engagements, companies that struggled to convey their worth, wasted time chasing funds, and handled shoppers confused by a number of methods now have an expert, streamlined engagement administration platform.

It’s one other instance of Cover serving to companies win extra enterprise and construct stronger shopper relationships.

Key Options

The all-new Engagements is constructed natively into Cover’s platform, so all the things you want for proposal, workflow, billing, doc administration, and communication is in a single system. It affords a contemporary, pleasant expertise with key enhancements to thrill each you and your shoppers.

• Skilled Look: Ship glossy, skilled proposals that highlight your agency’s model and worth.
• Robust Branding: Along with customizing your engagements together with your emblem and customised welcome message, now you can embed video and connect a PDF to showcase your agency’s model and worth much more.
• Streamlined Setup: Transfer from draft to ready-to-send quicker, with real-time visibility into precisely what your shopper will see.
• Constant & Correct Each Time: Guarantee your proposals at all times replicate your present companies, pricing, duties, and phrases—managed in a single system and mechanically up to date throughout your templates.
• Clear Oversight: Keep on prime of each engagement in a single place with the brand new Engagements Workspace—have full visibility and management at each stage.

What’s Coming Subsequent

The all-new Engagements is just the start. The foundational launch units the stage for future enhancements, together with packages. Packages allow you to bundle your companies into clear, tiered choices, offering shoppers a alternative and creating upsell alternatives for you. Verify again quickly for this and different thrilling releases.

The place to Discover It

The brand new feel and appear, branding, streamlined setup, and extra at the moment are out there by way of a restricted free trial to Consumer Administration Platform prospects and to Consumer Engagement Platform prospects now.

Get Began

Contact Cover to improve to the Consumer Engagement Platform. Study extra in regards to the all-new Engagements or assessment the assistance article.