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CLIENT COLLABORATION

Securely Collaborate With Your Clients

Corvee tax planning software manages and tracks client requests, replacing client portals and file-sharing systems. Send and receive agreements, engagement letters, file requests and questionnaires, all in one central location. With Corvee client collaboration, you can better manage your workload and improve efficiency.

CLIENT COLLABORATION

Securely Collaborate With Your Clients

Securely Collaborate with Your Clients

Corvee tax planning software manages and tracks client requests, replacing client portals and file-sharing systems. Send and receive agreements, engagement letters, file requests and questionnaires, all in one central location. With Corvee client collaboration, you can better manage your workload and improve efficiency.

Corvee tax planning software manages and tracks client requests, replacing client portals and file-sharing systems. Send and receive agreements, engagement letters, file requests and questionnaires, all in one central location. With Corvee client collaboration, you can better manage your workload and improve efficiency.

Collaboration Software
Provides Improved Experience
for Clients, More Visibility for
Firm Owners

Collaboration Software Provides Improved Experience for Clients, More Visibility for Firm Owners

Managing the status of multiple clients manually is a daunting task. Have agreements
been signed? Has all of the background information been received? A disorganized
workflow is frustrating for you and your clients and makes your firm less efficient.
Corvee helps your team move faster by giving you complete visibility into the status
of each of your clients — all in one place.

Managing the status of multiple clients manually is a daunting task. Have agreements been signed? Has all of the background information been received? A disorganized workflow is frustrating for you and your clients and makes your firm less efficient. Corvee helps your team move faster by giving you complete visibility into the status of each of your clients — all in one place.

Client Requests All in
One Place

Your clients send you thousands of files every single year. Trying to keep track of what’s been received and what’s still outstanding can feel impossible. Ditch the error-prone manual method and upgrade the way you do work with Corvee. Our tax planning software puts you in the driver’s seat with a 360-degree view of each client request across your firm.

Client Requests All in 
One Place

Client Requests All
in One Place

Client Requests
All in One Place

Your clients send you thousands of files every single year. Trying to keep track of
what’s been received and what’s still outstanding can feel impossible. Ditch the
error-prone manual method and upgrade the way you do work with Corvee. Our tax
planning software puts you in the driver’s seat with a 360-degree view of each client
request across your firm.

Your clients send you thousands of files every single year. Trying to keep track of what’s been received and what’s still outstanding can feel impossible. Ditch the error-prone manual method and upgrade the way you do work with Corvee. Our tax planning software puts you in the driver’s seat with a 360-degree view of each client request across your firm.

Client Requests All in 
One Place

The Most Effective Way to
Receive & Manage Everything
You Need From Clients

The Most Effective Way to Receive & Manage Everything You Need From Clients

Digitally Signed Agreements and Engagement Letters

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

Questionnaires to Document Everything You Need to Find Tax Savings

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

Digitally Signed Agreements and
Engagement Letters

Digitally Signed Agreements and Engagement Letters

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

Questionnaires to Document Everything
You Need to Find Tax Savings

Questionnaires to Document Everything You Need to Find Tax Savings

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

Securely Send & Receive
Everything You Need to Serve
Your Clients

Securely Send & Receive Everything You Need to Serve Your Clients

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

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

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

  • Client-level permissions
  • Firm staff-level permissions
  • Client tagging and segmentation
  • Outstanding requests
  • Dashboard
  • Integrations with 2,000+ apps

Securely Send & Receive Everything You Need to Serve Your Clients

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

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

  • Client-level permissions
  • Firm staff-level permissions
  • Client tagging and segmentation
  • Outstanding requests
  • Dashboard
  • Integrations with 2,000+ apps
Get What You Need Faster with Two-way Messaging & Email Reminders

Get What You Need Faster With Two-Way Messaging & Email Reminders

Securely message clients to ensure they know what’s needed from them and when you’ve approved their files.

Get What You Need Faster With
Two-Way Messaging & Email
Reminders

Get What You Need Faster With Two-Way Messaging & Email Reminders

Securely message clients to ensure they know what’s needed from them and when
you’ve approved their files.

Securely message clients to ensure they know what’s needed from them and when you’ve approved their files.

Get What You Need Faster with Two-way Messaging & Email Reminders

Dashboards Give You Insights Into Each Client

Monitor the status of your requests by client or by team member, and track progress. No configuration required.

Dashboards Give You Insights into Each Client

Dashboards Give You
Insights Into Each Client

Dashboards Give You Insights Into Each Client

Monitor the status of your requests by client or by team member, and track
progress. No configuration required.

Monitor the status of your requests by client or by team member, and track progress. No configuration required.

Dashboards Give You Insights into Each Client

Templates for Everything

Templates for Everything

Whether you’re doing compliance or advisory work, Corvee offers templates for agreements, engagement letters, questionnaires and file requests for any engagement using our tax planning software:

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

Whether you’re doing compliance or advisory work, Corvee offers templates for agreements, engagement letters, questionnaires and file requests for any engagement using our tax planning software:

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

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 to send sensitive information via email. Your clients also get a history of all the information that’s been shared with your firm right inside our tax software for CPA firms.

Securely Share Deliverables
with Clients

Securely Share Deliverables
With Clients

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 to send
sensitive information via email. Your clients also get a history of all the information
that’s been shared with your firm right inside our tax software for CPA firms.

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 to send sensitive information via email. Your clients also get a history of all the information that’s been shared with your firm right inside our tax software for CPA firms.

Securely Share Deliverables
with Clients

Email & Text Reminders

Your clients are busy. But delays in sending requested documents can derail your team’s work. That’s why Corvee enables you to set up automated email and text message reminders for your clients. Keep your team focused on their work, not on chasing down documents.

Email & Text Reminders

Email &
Text Reminders

Your clients are busy. But delays in sending requested documents can derail your
team’s work. That’s why Corvee enables you to set up automated email and text
message reminders for your clients. Keep your team focused on their work, not on
chasing down documents.

Your clients are busy. But delays in sending requested documents can derail your team’s work. That’s why Corvee enables you to set up automated email and text message reminders for your clients. Keep your team focused on their work, not on chasing down documents.

Real-Time Alerts

When a new request is added, your client receives an email notifying them that more information is required. Once the client has fulfilled the request, your team receives a notification that they can get started.

Real-Time Alerts

Real-Time Alerts

Real-Time Alerts

When a new request is added, your client receives an email notifying them that more
information is required. Once the client has fulfilled the request, your team receives a
notification that they can get started.

When a new request is added, your client receives an email notifying them that more information is required. Once the client has fulfilled the request, your team receives a notification that they can get started.

Real-Time Alerts

Corvee Gives You and Your
Team Peace of Mind

Corvee Gives You and Your
Team Peace of Mind

It’s not just the owners of tax 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 is built to
serve the entire team.

It’s not just the owners of tax 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 is built to serve the entire team.

Admins

Admins

Store information obtained from clients in one easy-to-use, centralized platform so you can find what you need, when you need it.

Staff

Staff

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

Managers

Managers

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

Admins

Admins

Store information obtained from clients in one easy-to-use, centralized
platform so you can find what you need, when you need it.

Staff

Staff

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

Managers

Managers

View outstanding and completed client requests and hold your 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 & Partners

Co-Owners & 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 notifies 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. We never see your confidential client information.

Clients

Clients

Your clients get a secure platform to house all of their tax documents and correspondence, simplifying their experience and giving them peace of mind.

Co-Owners & Partners

Co-Owners & 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
notifies 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. We never see your
confidential client information.

Clients

Clients

Your clients get a secure platform to house all of their tax documents and
correspondence, simplifying their experience and giving them peace of mind.

Our Clients Say It Best

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

Our Clients Say It Best

Our Clients
Say It Best

Hear from tax firm owners who are proactively savings their clients thousands per taxes.

Streamline Your Firm’s Operations

Get started with Corvee’s all-in-one
tax planning software.

Streamline Your
Firm’s Operations

Streamline
Your Firm’s Operations

Get started with Corvee's all-in-one
tax planning software.

Get started with Corvee's all-in-one tax planning software.

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Schedule a Free Test Drive with Q&A

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Test Drive 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.

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