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SMART QUESTIONNAIRES

Eliminate Data Entry
With Customizable,
User-Friendly
Questionnaires

Easily gather the data you need from your clients to
make smart tax planning recommendations. Corvee’s
questionnaires react to your inputs, delving deeper
when needed to maximize tax savings while omitting
unnecessary questions.

SMART QUESTIONNAIRES

Eliminate Data Entry
With Customizable,
User-Friendly
Questionnaires

Eliminate Data Entry With Customizable, User-Friendly Questionnaires

Easily gather the data you need from your clients to
make smart tax planning recommendations. Corvee’s
questionnaires react to your inputs, delving deeper
when needed to maximize tax savings while omitting
unnecessary questions.

Easily gather the data you need from your clients to make smart tax planning recommendations. Corvee’s questionnaires react to your inputs, delving deeper when needed to maximize tax savings while omitting unnecessary questions.

Everything You Need
from Clients, for Every
Entity — Fast.

Corvee smart questionnaires allow you to gather the tax planning inputs you need from your clients in minutes without asking for unnecessary data.

Smart questionnaires take thousands of strategies and sort them into six sections to create a streamlined experience for clients and staff:

  • Background information 
  • Dependents 
  • Entity structure
  • Personal financial picture
  • Real estate financial picture 
  • Business financial picture

Corvee’s questions adapt to user inputs along the way, so your clients will never have to input data that does not relate to their tax scenario. 

Everything You Need from
Clients, for Every Entity — Fast.

Everything You Need from Clients, for Every Entity — Fast.

Corvee smart questionnaires allow you to gather the tax planning inputs you need from your clients in minutes without asking for unnecessary data.

Smart questionnaires take thousands of strategies and sort them into six sections to create a streamlined experience for clients and staff:

  • Background information
  • Dependents
  • Entity structure
  • Personal financial picture
  • Real estate financial picture
  • Business financial picture

Corvee’s questions adapt to user inputs along the way, so your clients will never have to input data that does not relate to their tax scenario.

  • Background information
  • Dependents
  • Entity structure
  • Personal financial picture
  • Real estate financial picture
  • Business financial picture

Corvee’s questions adapt to user inputs along the way, so your clients will never have to input data that does not relate to their tax scenario.

3 Types of Questions to
Give You Confidence

3 Types of Questions to
Give You Confidence

Corvee smart questionnaires have
three types of questions:

Identification

Identification

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Qualification

Qualification

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Calculation

Calculation

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Identification

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Qualification

Qualification

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Calculation

Calculation

Questions determine which strategies may apply based on a particular client's facts and circumstances.

Questions Supporting
1,500+ Strategies

  • Capture federal, state and local tax
    planning information
  • Collect information on over 1,500
    strategies in all 50 US states and DC.
  • Gather answers to individual and multi-entity
    state questions to capture state taxes 
    and savings.

Questions Supporting
1,500+ Strategies

Questions Supporting
1,500+ Strategies

  • Capture federal, state and local tax planning information.
  • Collect information on over 1,500 strategies in all 50 US states and DC.
  • Gather answers to individual and multi-entity state questions to capture state taxes and savings.

Built to Enhance Your
Client Experience

No one likes filling out long forms. Smart forms gather the information you need — without wasting time collecting information you don’t.

Corvee’s smart questionnaires were built with a fast and logical user experience to get exactly what you need from each client without questions that are not relevant to their case.

Teach Tax Staff &
Managers How to
Tax Plan

Smart questionnaires empower your team and allow you to expand your firm efficiently. Now your staff can gather the information needed to create professional tax plans directly from clients without prior tax planning experience with Corvee’s accounting practice management software.

Built to Enhance Your
Client Experience

Built to Enhance Your
Client Experience

No one likes filling out long forms. Smart forms gather the information you need — without wasting time collecting information you don’t.

Corvee’s smart questionnaires were built with a fast and logical user experience to get exactly what you need from each client without questions that are not relevant to their case.

Built to Enhance Your 
Client Experience
Built to Enhance Your 
Client Experience

Teach Tax Staff & Managers
How to Tax Plan

Teach Tax Staff &
Managers How
to Tax Plan

Smart questionnaires empower your team and allow you to expand your firm efficiently. Now your staff can gather the information needed to create professional tax plans directly from clients without prior tax planning experience with Corvee’s accounting practice management software.

Clients can easily indicate their business type:

  • 1040 Schedule C
  • 1040 Schedule E
  • 1040 Schedule F
  • Farm Rental
  • 1120
  • 1120S
  • 1065
  • 1040

Corvee’s smart questionnaire then tailors questions specific to that entity type, industry and potential tax strategy matches.

All Major Business
Types Supported

Smart questionnaires support many business types and adapt to ask only relevant questions depending on your client’s selections.

All Major Business 
Types Supported

All Major Business
Types Supported

Smart questionnaires support many business types and adapt to
ask only relevant questions depending on your client’s selections.

Clients can easily indicate their business type:

  • 1040 Schedule C
  • 1040 Schedule E
  • 1040 Schedule F
  • Farm Rental
  • 1120
  • 1120S
  • 1065
  • 1040

Corvee’s smart questionnaire then tailors questions specific to
that entity type, industry and potential tax strategy matches.

All Major Business 
Types Supported

All Major Business
Types Supported

Smart questionnaires support many business types and adapt to ask only relevant questions depending on your client’s selections.

Clients can easily indicate their business type:

  • 1040 Schedule C
  • 1040 Schedule E
  • 1040 Schedule F
  • Farm Rental
  • 1120
  • 1120S
  • 1065
  • 1040

Corvee’s smart questionnaire then tailors questions specific to that entity type, industry and potential tax strategy matches.

All Major Business 
Types Supported

Our Clients Say It Best

Join 10,000+ customers who are
already saving money in taxes.

Our Clients Say It Best

Our Clients
Say It Best

Join 10,000+ customers who are already saving money in taxes.

avator1

Struggling Accountant Increasing Revenue with Accounting Firm Software

avator2

Tax Planning Software Helps Tax Preparer Become a Tax Planner

avator3

Tax Firm Increases Revenue by Marketing Tax Services

avator1

Struggling Accountant Increasing Revenue with Accounting Firm Software

avator2

Tax Planning Software Helps Tax Preparer Become a Tax Planner

avator3

Tax Firm Increases Revenue by Marketing Tax Services

Make Tax Planning
Onboarding Easy

Tax practice management software
build for client experience.

Make Tax Planning
Onboarding Easy

Make Tax Planning Onboarding Easy

Tax practice management software
build for client experience.

Tax practice management software built for client experience.

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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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