Close search field
Software Built to Redefine Your Tax & Accounting Firm

Software Built to Redefine
Your Tax & Accounting Firm

Tax and accounting work is complicated enough—but moving your tax and accounting firm to advisory services shouldn’t be. With the right cloud-based tax planning, client collaboration and payment software to provide the highest possible value to your clients, migration is a cinch.

Tax Planning Software
By Accountants,
For Accountants

Corvee is the software your tax and accounting firm needs to make tax planning recommendations that help clients save more money—while also helping you run your firm as efficiently as possible. From getting engagement letters, questionnaires and files to processing payment, our workflow management software will handle it all.

Tax Planning

The tax return and the questionnaire—two critical source documents needed to answer the most important questions for clients of accountants and tax firms: 

  1. How much did they overpay in taxes in the
    previous year?
  2. How much can you save them in taxes in the
    current year?
  3. How much can you save them every year
    going forward?

Save Clients Real Money in Taxes Automatically, and in Minutes

Corvee Tax Planning software for accountants automatically scans, identifies and extracts key information from tax returns to save you time. When combined with questionnaire data, you’ll have 99% of the necessary information to complete a proactive tax plan to save your clients money every year. With Corvee Tax Planning, this can all be done within a matter of minutes.

Request, Scan, Identify and Extract Information from Tax Returns and Questionnaires

Request, Scan, Identify and Extract Information from Tax Returns and Questionnaires

Using machine learning and artificial intelligence to scan tax documents and identify the most important information, Corvee Tax Planning formulates a tax savings calculation for your clients within minutes using predictive analytics, enabling you to be the expert your clients seek.

Analyze Hundreds of Tax Planning Strategy Combinations and Finalize a Plan for Your Client

Corvee Tax Planning analyzes your clients’ tax returns and questionnaire data to automatically recommend proactive strategies. This includes calculations, descriptions, code references and the ability to add new custom strategies and combinations yourself.

  • Multi-Year
  • Multi-Enitity
  • Deductions
  • Phaseouts
  • Credits
  • Individuals
  • Sole Proprietorships (Sched C)
  • Partnerships
  • Corporations
  • Override Deductions
  • Net Investment Income Tax
  • Transparent Calculations
  • Marginal & Effective Tax Rate
  • Custom Strategies
Analyze Hundreds of Tax Planning Strategy Combinations and Finalize a Plan for Your Client
Generate a Professional Tax Plan for Your Clients Automatically

Generate a Professional Tax Plan for Your Clients Automatically

Corvee Tax Planning compiles your customized tax planning strategy and recommendations into a ready-to-send PDF file that contains the following:

  • Cover page
  • Table of contents
  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current year estimated savings
  • Future year estimated savings
  • Detailed list of strategies with supporting documents
  • Estimated savings per strategy

Client Collaboration

Say goodbye to managing client requests via email, phone calls, file request systems, text messages or in-person visits. No one has time for that!

Every Client Request You Ever Needed, All In One Secure Platform

Corvee Client Collaboration workflow management software enables accountants and tax firms to manage agreements, engagement letters, file requests, questionnaires, passwords and more in an easy-to-use platform—all while reminding clients when documents haven’t been submitted.

Engagement Letters, Questionnaires, File and Password Requests 

Corvee Client Collaboration gives you the ability to request and e-sign engagement letters, customizable templates, out-of-the-box questionnaires, files and passwords securely.

Engagement Letters, Questionnaires, File and Password Requests

Two-Way Messaging and Email Reminders So Your Clients Receive Alerts About Outstanding Requests

Securely message your client with specific requests to ensure they know exactly what’s needed from them, and when you’ve approved their files. Set email and SMS reminders to help with back-and-forth client communications.

Out-Of-The-Box Dashboards Give You Insights Into Each Client

Monitor the status of your requests by client or by team member, and track the percentage of progress completion for each request.

Out-Of-The-Box Dashboards Give You Insights Into Each Client

Client Payments,
Billing & Invoicing

Get paid on time and maintain control of the most important line-item in your business: REVENUE.

Collect Payments & Maintain Control Over When You Charge Next

For decades, the process has been the same: once the work is complete, send the client an invoice. Then, cross your fingers and hope they pay. Corvee Client Payments tax client management software gives you control of when and how you charge: upfront, in full, on a payment plan or with custom dates. Require ACH, credit card or both, and set up reminders when payments are declined or outstanding.

Accept Client Payments on Your Terms: Upfront and In-Full via ACH or Credit Card, While on a Phone or Video Call, or In-Person

Accept Client Payments on Your Terms: Upfront and In-Full via ACH or Credit Card, While on a Phone or Video Call, or In-Person

Accept client payments directly in Corvee via Stripe, enabling you to integrate with QuickBooks and Xero. Built-in user-friendly instant bank verification ensures correct ACH information and automatic updates of credit card information at expiration.

Maintain Total Control of Processing Your Client’s Payments

Set up one-time, split payments (such as 50% now, 50% on engagement completion) or recurring payments with a custom schedule. Instantly charge any stored credit card or bank account by entering the card number into Corvee. Request credit card or ACH credentials for later use. Optionally pass card processing fees to clients.

Maintain Total Control of Processing Your Client’s Payments

Send Invoices and See Transaction History in One Place

Keep track of all payment requests and transactions in one place. Create invoices for engagements. Store commonly-used services for easy re-use. Integrate with thousands of apps through Zapier. 

Get More Than Just Software
for Tax & Accounting Firms

Custom Branding

Add your logo to your requests, emails, reminders and tax plans so clients see everything coming directly from your firm.

Templates and Integrations

Customizable templates and integrations for bookkeeping, accounting, controller, CFO services, tax preparation and planning, financial planning, estate planning services and more.

Client Community

Private client community for power Corvee users coupled with dedicated 1-on-1 support and same-day email responses.

Our Clients Say It Best

Learn how Corvee Software has transformed the way these tax and accounting firms operate in the cloud, while providing the highest value to their clients.


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.

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

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.

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

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.

AccountingTax.com by Andrew Argue is now Corvee