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CLIENT REQUESTS

All of Your Client Requests —
in One Place

Improve efficiency by ensuring you have every deliverable you need from your client before you start working on their plan — all in one easy-to-use platform. Engagement letters, agreements, questionnaires, files, even payments are at your fingertips in Corvee’s mobile-optimized client portal.

CLIENT REQUESTS

All of Your Client Requests —
in One Place

All of Your Client Requests —
in One Place

Improve efficiency by ensuring you have every deliverable you need from your client before you start working on their plan — all in one easy-to-use platform. Engagement letters, agreements, questionnaires, files, even payments are at your fingertips in Corvee’s mobile-optimized client portal.

Improve efficiency by ensuring you have every deliverable you need from your client before you start working on their plan — all in one easy-to-use platform. Engagement letters, agreements, questionnaires, files, even payments are at your fingertips in Corvee’s mobile-optimized client portal.

Mobile-Optimized Client Portal

Access the tax planning software you need to securely manage engagement with your clients in one secure location.

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

Mobile-Optimized
Client Portal

Mobile-Optimized Client Portal

Access the tax planning software you need to securely manage
engagement with your clients in one secure location.

Access the tax planning software you need to securely manage engagement with your clients in one secure location.

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

E-Signed Engagement Letters & Templates

Use Corvee’s pre-built, customizable templates to save time, or build your own templates you can use again and again. Templates are available for many engagement types:

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

E-Signed Engagement
Letters & Templates

E-Signed Engagement Letters & Templates

Use Corvee’s pre-built, customizable templates to save time, or
build your own templates you can use again and again. Templates
are available for many engagement types:

Use Corvee’s pre-built, customizable templates to save time, or build your own templates you can use again and again. Templates are available for many engagement types:

  • 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
E-Signed Customizable Agreements

E-Signed Customizable Agreements

Easily send, sign and keep track of your client agreements.

  • Custom agreements
  • Flexible signers
  • Agreement notifications
  • Agreement reminders
  • E-signatures

E-Signed Customizable
Agreements

E-Signed Customizable Agreements

Easily send, sign and keep track of your client agreements.

  • Custom agreements
  • Flexible signers
  • Agreement notifications
  • Agreement reminders
  • E-signatures
  • Custom agreements
  • Flexible signers
  • Agreement notifications
  • Agreement reminders
  • E-signatures
E-Signed Customizable Agreements

Smart & Customizable Questionnaires

Streamline the client onboarding process and ditch paper forms with Corvee’s questionnaires.

  • Client intake forms
  • Custom questionnaires
  • File upload feature in questionnaires
  • Pre-filled questionnaires
  • Conditional questionnaires
  • Smart questionnaires
Smart & Customizable Questionnaires

Smart & Customizable
Questionnaires

Smart & Customizable Questionnaires

Streamline the client onboarding process and ditch paper forms with Corvee’s questionnaires.

  • Client intake forms
  • Custom questionnaires
  • File upload feature in questionnaires
  • Pre-filled questionnaires
  • Conditional questionnaires
  • Smart questionnaires
  • Client intake forms
  • Custom questionnaires
  • File upload feature in questionnaires
  • Pre-filled questionnaires
  • Conditional questionnaires
  • Smart questionnaires
Smart & Customizable Questionnaires
Secure File Requests & Deliverables

Secure File Requests & Deliverables

Emailing personal financial documents is risky. With Corvee’s end-to-end encryption, you can seamlessly request or scan tax returns and other documents you need with confidence. 

Once work is complete, you can securely share tax returns, statements of monthly accounting and more with clients. They can also see a history of all of their correspondence with you inside the client portal.

Secure File Requests
& Deliverables

Secure File Requests
& Deliverables

Emailing personal financial documents is risky. With Corvee’s end-to-end
encryption, you can seamlessly request or scan tax returns and other
documents you need with confidence.

Emailing personal financial documents is risky. With Corvee’s end-to-end encryption, you can seamlessly request or scan tax returns and other documents you need with confidence.

Once work is complete, you can securely share tax returns, statements of
monthly accounting and more with clients. They can also see a history of all
of their correspondence with you inside the client portal.

Once work is complete, you can securely share tax returns, statements of monthly accounting and more with clients. They can also see a history of all of their correspondence with you inside the client portal.

Secure File Requests & Deliverables

Securely Accept Client Payments

Remotely accept credit/debit card and ACH payments from clients using Corvee tax planning software. Store all of your clients’ encrypted payment information and control when you charge them. Invoices are automatically created for all payments and sent to clients via the client portal.

Securely Accept Client Payments

Securely Accept
Client Payments

Securely Accept
Client Payments

Remotely accept credit/debit card and ACH payments from clients
using Corvee tax planning software. Store all of your clients'
encrypted payment information and control when you charge
them. Invoices are automatically created for all payments and sent
to clients via the client portal.

Remotely accept credit/debit card and ACH payments from clients using Corvee tax planning software. Store all of your clients’ encrypted payment information and control when you charge them. Invoices are automatically created for all payments and sent to clients via the client portal.

Securely Accept Client Payments

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.

Manage Your Client Documents, Agreements and More in One Place

Increase your firm’s efficiency with Corvee.

Manage Your Client
Documents,
Agreements and
More in One Place

Manage Your Client Documents, Agreements and More in One Place

Increase your firm’s efficiency
with Corvee.

Increase your firm’s efficiency with Corvee.

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Schedule a Free Test Drive with Q&A

Schedule a Free
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.

Request a Demo 2.0 (Tax advisor or accountant)

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