Technology, thoughtfully applied
Professional platforms help us organize the work, exchange information and turn current data into clearer decisions.
Our technology ecosystem
We select technology for the role it plays in your engagement. The software supports the work. Cove provides the judgment and context.
Canopy keeps the engagement organized from the first request through completed work.
Canopy is our approved client portal and e-signature platform. It supports our tax return workflow, secure document exchange and electronic signing, giving clients one organized place to share sensitive files, review requests and keep the engagement moving.
Current books create the foundation for better reporting, tax planning and operating decisions.
QuickBooks Online helps us maintain current records, reconcile accounts and produce consistent financial reporting. When the engagement includes bookkeeping, your accounting information stays connected to the same team supporting tax and advisory work.
We support QuickBooks Online Payroll and ADP. If you already run payroll on ADP, we connect directly through ADP's platform.
QuickBooks Online Payroll can keep payroll records close to the accounting file. We use that connection to support cleaner reporting and more coordinated tax conversations.
ADP supports payroll processing, tax filings and workforce administration. When ADP is part of your existing operation, we coordinate through its platform and connect the relevant information to your accounting process.
Clear communication keeps decisions moving while sensitive records stay in their approved channel.
Microsoft 365 supports our virtual meetings, scheduling, routine communication and internal collaboration through Teams, Outlook, OneDrive and SharePoint. Sensitive tax and identity documents are shared through the approved Canopy client portal, not ordinary email or general file-sharing links.
Professional tax and planning tools help our team prepare returns, model opportunities and connect strategy to the client’s wider financial picture.
ProConnect Tax supports professional federal and state return preparation, diagnostics and electronic filing. It helps our team coordinate the technical return work across the jurisdictions that apply to each client.
Intuit Tax Advisor supports tax-planning analysis and scenario modeling. We use it as one input when evaluating potential strategies, documenting assumptions and explaining options before decisions are made.
Maximize My Social Security supports Social Security claiming analysis. It helps us evaluate timing scenarios when retirement income, taxes and coordination with Cove Financial are part of the broader conversation.
Federal registrations support our authorized tax preparation and electronic filing work.
Cove Accounting is an IRS-authorized e-file provider and maintains an Electronic Filing Identification Number. This authorizes the firm to transmit eligible federal tax returns electronically.
Every paid federal tax return preparer must hold a current Preparer Tax Identification Number. Cove’s tax preparers maintain the registrations required for the work they perform.
Microsoft 365, Microsoft Teams, Microsoft Outlook, Microsoft OneDrive and Microsoft SharePoint are trademarks of Microsoft Corporation. Other product names and trademarks belong to their respective owners. Cove’s use of these platforms does not imply sponsorship or endorsement. Platform availability and features may change.
Designed around the relationship
Third-party platforms operate under their own terms, privacy notices and security practices. Cove will provide the approved method for sharing sensitive information.
A better financial relationship starts here
Tell us what is changing and what you want to accomplish. We’ll identify the right place to begin.
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