Yes! Corvee currently integrates with 2,000+ web applications via Zapier, allowing you to seamlessly connect tools you need to run your firm efficiently and effectively. Corvee also provides step-by-step tutorials that teach you how to automate your workflow, so you and your team can focus on your most important work.
If you would like to learn more about how Corvee software can help you build and scale your firm effectively, request a demo today. From there, we will walk you through how our software can improve your firm’s efficiency and effectiveness, as well as how to get it up and running in just a few minutes.
Corvee’s software is cloud-based, meaning you can access it via any browser. All you need is internet access and a browser to log in to Corvee and start sending file requests, questionnaires, agreements and engagement letters, and perform tax planning analysis for each client.
Corvee software is a cloud-based application accessible via any web browser. As a result, you are not required to download an application or keep any local files on your computer.
As part of the onboarding process, we provide step-by-step training for you and your staff. In addition, you will receive:
The Corvee platform also includes tooltips that provide on-the-spot assistance.
Tax preparation is the process of preparing, calculating and filing income tax returns on behalf of individuals and businesses. And while it’s necessary, it’s ultimately viewed as an expense by the client.
In contrast, tax planning is looking at a person’s life, business and regulatory requirements to legally reduce taxes using multiple strategies and entity structures that often result in significant savings.
Without the proper tools, tax planning can be very complicated. There are many factors to take into consideration, including multiple entities, years, conflicting strategies and pending legislation that could impact your client’s taxes — just to name a few. We help simplify the process by showing you a high-level view of your client’s tax situation, including each business entity and their accompanying tax planning strategies, and how it affects their overall tax liability. Corvee also gives you visibility into how tax liability might change over time with proposed legislation comparisons right in the software.
Corvee drastically reduces the time it takes to create a tax plan. Most tax professionals using Corvee are able to create a sophisticated tax plan in less than 30 minutes. However, when creating a tax plan without the help of Corvee, the planning process could take days.
Yes; you can use Corvee without prior tax planning experience. Many tax professionals who use Corvee did not have experience with tax planning. That’s why we include resources for each strategy, including video tutorials on how to use the strategy, detailed descriptions of every strategy, positive and negative impacts as well as IRS and court case references. In addition, we supply each of our clients and their teams with in-depth training and world class support via phone, chat, and Facebook groups, as well as a dedicated client success manager.
Tax planning software made for tax firms.
Tax planning software made for tax firms.
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