BUILT FOR CPA & ACCOUNTING FIRMS
CENTRALIZE
Keep entity registrations, filing records, and jurisdiction details together instead of scattered across spreadsheets and separate accounts. Give your team a consistent starting point for every client.
• Registrations and entity records
• Obligations and filing history
• One view across your portfolio
MONITOR & ANTICIPATE
Use entity-level compliance visibility to help leadership spot upcoming obligations and potential delinquencies. Keep annual reports and recurring filings in view, without relying on one person’s spreadsheet.
• Entity-level health visibility
• Upcoming obligations
• Earlier visibility for leadership
TEAMWORK & CLIENT SERVICE
Transfer work between staff without losing the entity’s context or next deadline. Share relevant registration and compliance information with client stakeholders, and use entity changes to inform tax, consulting, and assurance conversations.
• Smoother staff handoffs
• Relevant stakeholder visibility
• More time for client-valued work
A STANDARD PROCESS ACROSS YOUR FIRM
Keep the compliance context with the client entity, so work can move between people without starting over.
01
Centralize
Bring client registrations, obligations, and filings together.
02
Monitor
Review compliance health entity by entity.
03
Anticipate
Identify upcoming deadlines and potential gaps.
04
Hand off
Transfer responsibility with the records and next steps intact.
05
Share
Give each client stakeholder the information relevant to their work.
06
Advise
Focus staff time on the services clients value.
CONNECTED COMPLIANCE & CLIENT CONTEXT
See how CoverPin can support the way your firm manages client entity compliance.