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Client Collaboration Software for Tax & Accounting Firms

Corvee Client Collaboration replaces client portals and file-sharing systems by helping you manage and track all requests from your tax and accounting clients. With it, you can send and receive agreements, engagement letters, file requests and questionnaires, all in one central location. This way, you’ll know exactly what’s on your plate, and exactly what your clients still owe you. 

Improved Experience for Clients, More Visibility for Firm Owners

With the large number of clients your tax and accounting firm has, it’s nearly impossible for you to manually track what’s needed from each. Couple that with the constant start, stop and the “I’m still waiting on the client” you hear from your staff, and this is a recipe for inefficiency and mistakes.

Improved Experience for Clients, More Visibility for Firm Owners

Client Requests All In One Place

Your tax and accounting clients send you thousands of files every single year. Trying to keep track of exactly what’s been received, and what’s still outstanding, can feel like catching flies—in other words, impossible. We’ve built the most secure and efficient method of managing all client-side requests with Corvee Client Collaboration software. Never again will you have to wonder whether a request is on the client’s plate or on your team’s. Instead, say hello to the most effective tool for managing client expectations.

The Most Effective Way to Receive
and Manage Everything You Need
from Clients

Digitally-Signed Agreements and Engagements Letters

Digitally-Signed Agreements and Engagement Letters

  • Engagement letters
  • Custom agreements
  • Flexible signers
  • Agreement notifications
  • E-signatures

Questionnaires to Document
What Clients Tell You

  • Client intake forms
  • Custom questionnaires
  • File upload feature in questionnaires
  • Pre-filled questionnaires
  • Conditional questionnaires

File Requests to Securely Send and Accept Everything Needed Between Your Tax and Accounting Firm and Your Clients

  • Secure client portal
  • Two-way messaging and notifications
  • Document tagging and segmentation
  • Outstanding client requests
  • Document management

Manage Permissions and View Outstanding Requests on a Per-Client Basis

  • Client-level permissions
  • Firm staff-level permissions
  • Client tagging and segmentation
  • Outstanding requests
  • Dashboard
  • Integrations with 2000+ apps

File Requests to Securely Send and Accept Everything Needed Between Your Tax and Accounting Firm and Your Clients

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Two-Way Messaging and Email Reminders to Alert Clients of Outstanding Requests

Two-Way Messaging and Email Reminders to Alert Clients of Outstanding Requests

Securely message specific requests to clients 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.

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

Templates for Everything

Whether you’re doing compliance or advisory, we’ve got templates for agreements, engagement letters, questionnaires and file requests for any engagement:

  • Bookkeeping
  • Accounting
  • Controller services
  • Tax preparation
  • Quarterly tax payments
  • CFO services
  • Tax planning
  • Tax resolution
  • Retirement planning
  • Wealth management

Tags to Group Files by Type

Tag clients and files to generate reports of all tax returns by type, of all clients by type of engagement or of all files by type of engagement. The result is quicker and more streamlined searching and organizing of client files.

Tags To Group Files by Type

Client Portal for Clients to Receive and Fulfill Requests

Client Portal for Clients to Receive and Fulfill Requests

Clients will receive requests in the client portal for everything that’s required of them: agreements, files, password requests, questionnaires and more. They will also be able to upload to the client portal any other files they think are important.

Securely Share Deliverables With Clients

Once you’ve completed your work, you can securely share tax returns, statements of monthly accounting and more with your clients. This eliminates the need for sending sensitive information via email. It also provides the client with a history of all the information that’s been shared with your firm.

Securely Share Deliverables With Clients
Email and SMS Reminders

Email and SMS Reminders

Don’t expect your clients to submit every single request immediately. However, you can set automated email and SMS follow-up campaigns to remind clients to fulfill outstanding requests so you can complete their work.

Real-Time Alerts

When a new request is added, the client receives an email notification that more is required of them. Once the client has fulfilled the request, members of your firm also receive notifications that they can get started.

Real-Time Alerts

Peace of Mind for
Everyone in Your Tax & Accounting Firm 

It’s not just the owners of tax and accounting firms who need to know what has been received and requested from clients. After all, completing client work is a combined effort across the firm and the client—from admins, staff, managers and more. Corvee Client Collaboration software has been built to serve this holistic team.

Admins

Admins

Store all information obtained from clients in one easy-to-use, centralized platform so you can find the information and documents that you need, when you need them.

Staff

Staff

Easily track and view outstanding requests per client. Never wonder again if you’ve gotten everything that you’ll need from the client to complete the engagement.

Managers

Managers

See outstanding and completed client requests to hold staff accountable. Get a bird’s eye view of how much is still on the client’s plate, and what you’ve received. 

Co-Owners and Partners

Co-Owners and Partners

Access every piece of information you’ve ever received from a client in one secure, organized system that alerts clients of new requests, and alerts staff when new items have been received.

IT Managers

IT Managers

With state-of-the-art security and a top-notch client success team behind you, you can feel confident moving to Corvee. Even we can’t see your confidential client information.
Read our security white paper here.

Clients

Clients

One secure platform for the sending of all required information to your tax and accounting firm. Clear communication with two-way messaging between you and your firm. 

Our Clients Say It Best

Hear from tax and accounting firms that have transformed the way they collaborate with clients.


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