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TAX PLANS

Tax Plans & Proposals That Show Clients Your Value

Corvee automates the tax plan creation process for you by gathering your client’s data, recommending tax saving strategies and creating professional, custom-branded tax plans and proposals you’ll be proud to present. With clear tax savings, you’ll be able to show your clients the value you offer like never before.

TAX PLANS

Tax Plans & Proposals
That Show Clients
Your Value

Tax Plans & Proposals That Show Clients Your Value

Corvee automates the tax plan creation process for you by gathering your client’s data, recommending tax saving strategies and creating professional, custom-branded tax plans and proposals you’ll be proud to present. With clear tax savings, you’ll be able to show your clients the value you offer like never before.

Corvee automates the tax plan creation process for you by gathering your client’s data, recommending tax saving strategies and creating professional, custom-branded tax plans and proposals you’ll be proud to present. With clear tax savings, you’ll be able to show your clients the value you offer like never before.

Create Professional Tax Plans for
Your Clients — Automatically

Create Professional Tax Plans for Your Clients — Automatically

Corvee tax planning software for accountants compiles your customized tax planning strategies and recommendations into a fully customizable, ready-to-send PDF file that contains:

  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current and future year estimated savings
  • Detailed listing of recommended strategies with supporting documents
  • Estimated savings by strategy

Create Professional Tax Plans
for Your Clients —
Automatically

Create Professional Tax Plans for Your Clients — Automatically

Corvee tax planning software for accountants compiles your customized tax
planning strategies and recommendations into a fully customizable, ready-to-send
PDF file that contains:

Corvee tax planning software for accountants compiles your customized tax planning strategies and recommendations into a fully customizable, ready-to-send PDF file that contains:

  • Customizable strategy letter
  • Prior year estimated overpayment (optional)
  • Current and future year estimated savings
  • Detailed listing of recommended strategies
    with supporting documents
  • Estimated savings by strategy
Create Professional Tax Plans for Your Clients — Automatically

Set Your Firm Apart With Professional Tax Plan Proposals for Prospects

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 professional proposal to help you more easily sell your tax planning service. The proposal will show clients:

  • How much they overpaid in the previous year
  • How much you can save them in the current year
  • How much you can save them every year going forward
Set Your Firm Apart with Professional Tax Plan Proposals for Prospects

Set Your Firm Apart
With Professional Tax Plan
Proposals for Prospects

Set Your Firm Apart With Professional Tax Plan Proposals for Prospects

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 professional proposal to help you more easily sell
your tax planning service. The proposal will show clients:

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 professional proposal to help you more easily sell your tax planning service. The proposal will show clients:

  • How much they overpaid in the previous year
  • How much you can save them in the current year
  • How much you can save them every year going forward
  • How much they overpaid in the previous year
  • How much you can save them in the current year
  • How much you can save them every year going forward
Set Your Firm Apart with Professional Tax Plan Proposals for Prospects

Scan Tax Returns to Generate Beautiful Presentations

Corvee allows you to easily scan your client’s tax returns and import their data to reduce manual input and make your firm more efficient. Each client’s data will automatically populate insightful presentations, showing:

  • Income
  • Deductions and credits
  • Taxes
  • Effective and marginal tax rates
  • Marginal brackets
  • AGI income tiers
  • Bar charts, pie graphs and more

Support for years 2019, 2020, 2021, 2022

Support for forms 1040, Schedule C, 1120, 1120S, 1065

Scan Tax Returns to Generate
Beautiful Presentations

Scan Tax Returns to Generate Beautiful Presentations

Corvee allows you to easily scan your client’s tax returns and import their data to
reduce manual input and make your firm more efficient. Each client’s data will
automatically populate insightful presentations, showing:

Corvee allows you to easily scan your client’s tax returns and import their data to reduce manual input and make your firm more efficient. Each client’s data will automatically populate insightful presentations, showing:

  • Income
  • Deductions and credits
  • Taxes
  • Effective and marginal tax rates
  • Marginal brackets
  • AGI income tiers
  • Bar charts, pie graphs and more
  • Income
  • Deductions and credits
  • Taxes
  • Effective and marginal tax rates
  • Marginal brackets
  • AGI income tiers
  • Bar charts, pie graphs and more

Support for years 2019, 2020

Support for forms 1040, Schedule C, 1120, 1120S, 1065

Federal, State & Local Coverage in Your Tax Plans

With over 1,500 federal, state and local tax saving strategies, you can include supporting documentation for every strategy you recommend. Confidently stand behind your tax plans with automatically populated tax strategy information, calculations, IRS, state code and court case references across multiple years.

Federal, State & Local Coverage in Your Tax Plans

Federal, State & Local
Coverage in Your Tax Plans

Federal, State & Local Coverage in Your Tax Plans

With over 1,500 federal, state and local tax saving strategies, you can include
supporting documentation for every strategy you recommend. Confidently stand
behind your tax plans with automatically populated tax strategy information,
calculations, IRS, state code and court case references across multiple years.

With over 1,500 federal, state and local tax saving strategies, you can include supporting documentation for every strategy you recommend. Confidently stand behind your tax plans with automatically populated tax strategy information, calculations, IRS, state code and court case references across multiple years.

Federal, State & Local Coverage in Your Tax Plans

Retirement & Entity Comparison Tables

Become a trusted advisor and help your clients make important decisions about their retirement and business structure with retirement and entity comparison tables right in the tax plan. Easily compare the advantages and disadvantages of these two tax saving strategies.

Retirement & Entity Comparison Tables

Retirement & Entity
Comparison Tables

Retirement & Entity Comparison Tables

Become a trusted advisor and help your clients make important decisions
about their retirement and business structure with retirement and entity
comparison tables right in the tax plan. Easily compare the advantages
and disadvantages of these two tax saving strategies.

Become a trusted advisor and help your clients make important decisions about their retirement and business structure with retirement and entity comparison tables right in the tax plan. Easily compare the advantages and disadvantages of these two tax saving strategies.

Retirement & Entity Comparison Tables
Retirement & Entity Comparison Tables
Customize Your Tax Plans with Your Branding

Customize Your Tax Plans With Your Branding

Present professional tax plans with customized colors and your firm’s logo. Corvee automatically creates a tax plan with 10 to hundreds of slides, depending on the client's case, and allows you to customize each element to give clients the exact deliverable you envision. Your clients will think you spent hours on their customized tax plan.

Customize Your Tax Plans
With Your Branding

Customize Your Tax Plans With Your Branding

Present professional tax plans with customized colors and your firm’s logo. Corvee
automatically creates a tax plan with 10 to hundreds of slides, depending on the
client's case, and allows you to customize each element to give clients the exact
deliverable you envision. Your clients will think you spent hours on their customized
tax plan.

Present professional tax plans with customized colors and your firm’s logo. Corvee automatically creates a tax plan with 10 to hundreds of slides, depending on the client's case, and allows you to customize each element to give clients the exact deliverable you envision. Your clients will think you spent hours on their customized tax plan.

Customize Your Tax Plans with Your Branding
Customize Your Tax Plans with Your Branding

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.

Think You Can’t Easily Create Professional Tax Plans?

Let us show you how with Corvee.

Think You Can’t Easily Create Professional
Tax Plans

Think You Can’t Easily Create Professional Tax Plans?

Let us show you how with Corvee.

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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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