Make the switch from tax preparation to tax planning. With Corvee Tax Planning software for tax firms, you can scan tax returns, collect information from questionnaires, analyze estimated tax savings, prepare proposals and finalize tax plans for clients in minutes. You can even compare current law tax planning vs. Biden’s tax plan proposals to ensure you build the best tax plan possible for your clients.
Our team of tax planning experts has scoured the tax code for the most common and most effective tax planning strategies for:
There’s a movement in the industry from being a reactive, data entry preparer to a highly paid, forward-looking advisor. Corvee Tax Planning software puts you at the forefront of this movement, saving clients tens to hundreds of thousands of dollars in taxes every single year. You can scan dozens or thousands of tax returns in a matter of minutes to see estimates of how much you can help save your clients. The tax return and the questionnaire are the two critical source documents you’ll need in order to determine a client’s prior year estimated overpayments, and current and future year savings, and then answer the most important questions in your relationship with them.
Corvee Tax Planning Inputs (TPI)TM analyzes your clients’ tax returns and questionnaire data, and automatically recommends proactive strategies including calculations, descriptions and code references. Our tax planning software for CPAs helps you take sources from tax returns, questionnaires, manual inputs, and defaults to finalize your recommendations to clients. You can also add new custom strategies and combinations yourself.
Our tax planner software uses machine learning to scan your clients’ tax documents and identify the most important information, and then formulates a tax savings calculation in minutes, enabling you to be the tax expert your clients seek.
Corvee Tax Planning software uses smart questionnaires for the individual, and each entity. These questionnaires help you get every single data point you need from clients to determine prior year estimated overpayment, current year and future year savings. These questionnaires use conditional formatting so your clients are answering the fewest number of questions for the maximum savings.
Compare strategies using current tax law versus Biden’s tax proposals to help give you all the information you need in order to build the best tax plans possible for your clients in 2020, 2021 and beyond.
For each strategy we use to save your clients money on taxes, you can share supporting documentation which covers:
Our Corvee Tax Planning Estimator (TPE)™ allows you to see exactly how each tax planning strategy is calculated, adjust your final inputs, and select which strategies you want to recommend in your final tax plan. Our tax planner software helps you calculate deductions, credits, phase outs, tax rates, and savings per strategy and entity.
Before someone decides to work with you on a tax plan, you can enter some basic information into our tax planning software and create a proposal which includes:
Corvee Tax Planning software for accountants compiles your customized tax planning strategy and recommendations into a ready-to-send PDF file that contains the following:
When you send a tax planning proposal to a client, they will be able to submit payment in advance via our client portal before you start creating their tax plan.
If you haven’t been helping your clients save money on taxes, or you have been but we’re not getting paid for it, Corvee Tax Planning software for accountants is for you. It not only creates tax plans, but also teaches you tax planning strategies and how to apply them to specific clients. You’ll also be able to accept payment via Corvee Payments so you get paid upfront before you start working on your clients’ tax plans.
In the past, tax planning was something only the owner and maybe a highly compensated tax expert could do. Not anymore. The best tax planning software for CPAs makes scanning returns, gathering questionnaires and determining saving strategies so easy, even seniors, staff and admins can play a role. This makes tax planning something that everyone in your tax firm can deliver.
Gather tax returns and questionnaires so the staff, managers and owners have everything they need to start planning. Create proposals and final tax plans to send to the client on behalf of the team.
For each tax planning strategy applied to a client, you’ll see exactly how it was calculated and the assumptions made in the process. You’ll also have the ability to learn and edit the strategies to be applied to each plan.
See the estimated tax savings for each client and a suggested list of strategies you can recommend to them. Create proposals in our tax planner software and finalize tax plans in minutes.
Review your entire client list and determine which clients are overpaying the most in taxes. Work with managers and staff to target these clients for tax planning proposals and additional fees, and create finalized plans in minutes.
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.
Corvee is a secure platform for the sending of all of your important documents and information to your tax firm. With each submitted document, Corvee helps your tax professional determine the most optimal tax positions for you and your business.
Hear from tax firm owners who are proactively saving their clients thousands per year in taxes.
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