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FAQs

FAQs

Does Corvee integrate with any other software applications?

Yes! Corvee currently integrates with 2,000+ web applications via Zapier, allowing you to seamlessly connect tools you need to run your firm efficiently and effectively. Corvee also provides step-by-step tutorials that teach you how to automate your workflow, so you and your team can focus on your most important work.

How do I sign up for Corvee?

If you would like to learn more about how Corvee software can help you build and scale your firm effectively, request a demo today. From there, we will walk you through how our software can improve your firm’s efficiency and effectiveness, as well as how to get it up and running in just a few minutes.

Is it safe to use Corvee software for secure documents, such as tax returns and social security numbers?

Corvee is encrypted from end to end. All data in the system is encrypted and decrypted using keys derived from the client’s side using a master password. Corvee never has access to this master password. Corvee avoids the pitfalls of traditional user authentication by substituting Secure Remote Password Protocol (SRP) and using the derived key from the SRP as a secret and secure pre-shared key (PSK) to enable end-to-end encryption. To learn more about how we’ve built Corvee’s security features, click here

What technical requirements does Corvee have?

Corvee’s software is cloud-based, meaning you can access it via any browser. All you need is internet access and a browser to log in to Corvee and start sending file requests, questionnaires, agreements and engagement letters, and perform tax planning analysis for each client.

Is Corvee a cloud-based or desktop-based application?

Corvee software is a cloud-based application accessible via any web browser. As a result, you are not required to download an application or keep any local files on your computer.

What training will my team get when investing in Corvee?

As part of the onboarding process, we provide step-by-step training for you and your staff. In addition, you will receive:

  • Access to ongoing training modules
  • Enhanced support via email and in-app chat 
  • Access to the private Corvee Facebook group, where our support team members will get your questions answered quickly

The Corvee platform also includes tooltips that provide on-the-spot assistance.

What is the difference between tax planning and tax preparation?

Tax preparation is the process of preparing, calculating and filing income tax returns on behalf of individuals and businesses. And while it’s necessary, it’s ultimately viewed as an expense by the client. 

In contrast, tax planning is looking at a person’s life, business and regulatory requirements to legally reduce taxes using multiple strategies and entity structures that often result in significant savings.  

Is tax planning complicated?

Without the proper tools, tax planning can be very complicated. There are many factors to take into consideration, including multiple entities, years, conflicting strategies and pending legislation that could impact your client’s taxes — just to name a few. We help simplify the process by showing you a high-level view of your client’s tax situation, including each business entity and their accompanying tax planning strategies, and how it affects their overall tax liability. Corvee also gives you visibility into how tax liability might change over time with proposed legislation comparisons right in the software. 

How long does it take to create a tax plan?

Corvee drastically reduces the time it takes to create a tax plan. Most tax professionals using Corvee are able to create a sophisticated tax plan in less than 30 minutes. However, when creating a tax plan without the help of Corvee, the planning process could take days. 

I have no tax planning experience. Can I use tax planning software?

Yes; you can use Corvee without prior tax planning experience. Many tax professionals who use Corvee did not have experience with tax planning. That’s why we include resources for each strategy, including video tutorials on how to use the strategy, detailed descriptions of every strategy, positive and negative impacts as well as IRS and court case references. In addition, we supply each of our clients and their teams with in-depth training and world class support via phone, chat, and Facebook groups, as well as a dedicated client success manager.

Make Tax Planning Onboarding Easy

Tax planning software made for tax firms.

Make Tax Planning
Onboarding Easy

Make Tax Planning Onboarding Easy

Tax planning software made for tax firms.

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