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Corvee
Tax Planning Software for Accountants

Make the switch from tax preparation to tax planning. With our 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.

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Thousands of Tax Planning Strategy Combinations
Out of the Box

Our team of tax planning experts has scoured the tax code for the most common and most effective tax planning strategies for:

  • Maximize deductions 
  • Legal entity structures 
  • Retirement planning 
  • Insurance and asset protection
  • Legal loopholes 
  • Tax Cuts and Jobs Act (TCJA) 
  • Families First Coronavirus Response Act (FFCRA)
  • Coronavirus Aid, Relief, and Economic Security Act (CARES) 
  • Niche-specific strategies 
  • Advanced strategies 
  • International asset and gift freeze
  • Tax-advantaged wealth management
  • Exit and capital gains 
Hundreds of Tax Planning Strategy Combinations Out of the Box

Transition from Reactive Tax Preparation to Proactive Tax Planning

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 for tax firms 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.

Help Clients Deal With Taxes in
a Completely New Way

Perform Tax Return Scanning (TRS)™ On Every Single Return For Tax Planning Opportunities

Perform Tax Return Scanning (TRS)™ On Every Single Return For Tax Planning Opportunities

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

Request & Receive A Smart Tax Planning Questionnaire (TPQ)™ From Clients To Get All The Information Needed For Planning

Corvee Tax Planning 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.

Request & Receive A Smart Tax Planning Questionnaire (TPQ)™ From Clients To Get All The Information Needed For Planning
Analyze Hundreds of Tax Planning Inputs (TPI)™ Combinations and Finalize a Plan for Your Client

Analyze Hundreds of Tax Planning Inputs (TPI)™ Combinations and Finalize a Plan for Your Client

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. We help 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.

Support Documentation for Tax Planning Strategies (TPS)™

For each strategy we use to save your clients money on taxes, you can share supporting documentation which covers:

  • Description
  • Calculation
  • Savings ranges
  • Applicable years
  • Tax code references
  • Court case support
Support Documentation for Tax Planning Strategies (TPS)™
Questionnaires, Tax Returns, And Your Client Interview All Come Together In The Tax Planning Estimator (TPE)™

Questionnaires, Tax Returns, And Your Client Interview All Come Together In The Tax Planning Estimator (TPE)™

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. We help you calculate deductions, credits, phase outs, tax rates, and savings with tax preparation quality accuracy.

  • 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

Generate Professional Tax Plan Proposals for Prospects

Before someone decides to work with you on a tax plan, you can enter some basic information and create a proposal which includes:

  1. How much did they overpay in taxes in the previous year?
  2. How much can we save them in taxes in the current year? 
  3. How much can we save them every year going forward?  
Generate Professional Tax Plan Proposals for Prospects
Create Professional Tax Plans for Your Clients

Create Professional Tax Plans
for Your Clients

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 listing of strategies with supporting documents
  • Estimated savings per strategy

Collect Payments for Tax Planning in Advance Using Corvee Payments

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.

Collect Payments for Tax Planning in Advance Using Corvee Payments
Even If You’ve Never Done Tax Planning Before

Even If You’ve Never Done Tax Planning Before

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 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. 

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Peace of Mind For
Everyone in Your Firm 

In the past, tax planning was something only the owner and maybe a highly compensated tax expert could do. Not anymore. Corvee Tax Planning 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.

Admins

Admins

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.

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Staff

Staff

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.

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Managers

Managers

See the estimated tax savings for each client and a suggested list of strategies you can recommend to them. Create proposals and final tax plans in minutes.

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Co-owners & Partners

Co-Owners & Partners

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.

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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. 

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Firm Clients

Clients

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.

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Our Clients Say It Best

Hear from tax firm owners who are proactively saving their clients thousands per year in taxes.

See All Case Studies

All in One Solution Helps Tax Preparer Become a Tax Planner

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Tax Planning Side Hustle Able to Replace Full-Time Job for 52-Year Old by Investing in 7 Figure Firms

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How One CPA Went From a Struggling Payroll Firm to a Tax Planning Business

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Featured Resources

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Why Digitizing Your Tax Firm is Vital with Accounting Practice Management Software

Read Blog
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Billing Software for Accounting Firms: Get Paid On Time and in Full

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2 Simple Ways to Optimize Your Accounting Client Onboarding Experience

Read Blog

Get Paid to Save Clients Money on Taxes 

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