Corvee Tax Planning
The #1 tax planning software for accounting firms.
Overview
Corvee Tax Planning is a software solution designed to help accountants and tax professionals provide proactive tax planning services to their clients. It helps identify tax-saving opportunities and create customized tax plans.
✨ Key Features
- Tax planning strategy identification
- Customized tax plan generation
- Client-facing proposals and reports
- Integration with accounting software
- Educational resources for tax professionals
🎯 Key Differentiators
- Focus on generating client-facing proposals
- Ease of use and intuitive workflow
- Comprehensive library of tax strategies with explanations
Unique Value: Empowers tax professionals to easily transition from compliance to high-margin advisory services by automating the process of identifying, quantifying, and presenting tax planning strategies to clients.
🎯 Use Cases (3)
✅ Best For
- Tax planning for small and medium-sized businesses
- Developing tax strategies for high-net-worth individuals
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms focused solely on tax compliance and preparation
🏆 Alternatives
Provides a more robust and systematic solution for creating and selling tax plans compared to using spreadsheets or the limited planning tools found within compliance software.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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