Press Release

Corvee Releases Instead AI Tax Assistant

Latest feature gives tax professionals 24/7/365 access to an intelligent assistant for tax-related queries

Miami, FL – October 11, 2023 – Corvee, a software and solutions company serving small and medium-size businesses as well as tax and accounting firms, today announces its latest enhancement to Instead and Instead Pro – products launched in June of this year – with the Instead AI Tax Assistant. This latest feature gives users access to an intelligent assistant to provide insightful answers to tax-related questions.

Instead and Instead Pro leverage AI to bring an unprecedented ability to businesses and accountants to easily manage and optimize research and development tax credits. With this latest addition of Instead AI Tax Assistant, accounting professionals have 24/7/365 access to responses to any tax-related queries they come across – ensuring access to crucial information will be available at any time.

Instead AI Tax Assistant helps with:

  • Answers to specific tax questions
  • Clarification on navigating the IRS four-part test for R&D eligibility
  • Searching through the knowledgebase of articles to get the appropriate resource
  • Crafting client communication related to covered tax positions
  • Guidance drawn from recent IRS releases and publications
  • Guidance on navigating the Instead dashboard and how to use the product 
  • Access to a real human if the Instead AI Tax Assistant doesn’t have the answer

“We launched Instead and Instead Pro earlier this year to make handling state and federal R&D tax credits easier for businesses and accountants,” states Andrew Argue, CEO and co-founder of Corvee. “Our goal is to continually listen to our customers and develop updates that will make their job easier and give them direct access to information they may need. We are excited to launch the Instead AI Tax Assistant for this reason. It will provide the answers tax professionals need when they need it.”

For more information on Instead AI Tax Assistant, visit www.instead.com.

About Corvee

Corvee (www.corvee.com) provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s innovative software, including Corvee Tax Planning and the newly released Instead and Instead Pro, simplifies complex tax processes and fosters proactive, strategic planning. Stay connected with Corvee via its blog, Facebook, LinkedIn, Instagram, Twitter and TikTok.

See How You Can Optimize
Your Tax and Accounting Firm
with Corvee

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Interested in Partnering?

Fill out the form below, and we'll be in touch.

Want to Learn More?

Please fill out the form below.

Want to Learn More?

Please fill out the form below.

  • This field is for validation purposes and should be left unchanged.

Want to Learn More?

Please fill out the form below.

Schedule Your Free Demo

  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.

Schedule a Free Demo with Q&A

Schedule a Free
Demo with Q&A

Let us show you how you could save your clients thousands of dollars and make tax planning easier than ever with Corvee.

Request a Demo 2.0 (Tax advisor or accountant)

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

By clicking the button above I confirm that I have read and agree to the Terms & Conditions and Privacy Policy and agree to receive emails and texts about promotions at the phone number and email provided, and understand this consent is not required to purchase.

Anyone who signs up for a demo of Corvee Tax Planning by June 24th will be entered for a chance to win a 12-month subscription.

Anyone who signs up for a demo of Corvee Tax Planning by June 24th will be entered for a chance to win a 12-month subscription.