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Enable Your Team to Market, Sell and Deliver Tax Plans Without You

Enable Your Team to Market, Sell and Deliver Tax Plans Without You

Specialty: Tax
Size: Medium & Large Firms
Annual Revenue: $1M- $10M+

Hiring professional staff and implementing recurring tax planning engagements, systems, better pricing and predictable marketing, as well as recruiting an effective sales team, are just a few of major hurdles you’ll face as the owner of a medium or large tax firm. We’ll help you face them all.

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Enable Your Team to Create Tax Planning Proposals and Tax Plans in Minutes with Corvee Software

The easiest way to get all the information your team needs for creating proposals, get clients to commit and deliver tax plans that help you systematize delivering the highest value to your clients.

Identified Opportunities for Tax Planning Across Your Client List

Corvee Tax Planning automatically scans and extracts key information from your tax returns to show you which clients have been overpaying in taxes so you can focus your efforts on clients you and your team can help the most.

Identified Opportunities for Tax Planning Across Your Client List

Corvee Tax Planning automatically scans and extracts key information from your tax returns to show you which clients have been overpaying in taxes. This way, you can focus your efforts on the clients whom you and your team can help the most.

Identified Opportunities for Tax Planning Across Your Client List
Creating Tax Planning Proposals & Plans With Ease

Creating Tax Planning Proposals & Plans With Ease

Your staff can analyze returns, finalize strategy recommendations and export beautiful plans and proposals so tax planning can happen without you—just like tax preparation and review.

Manage All Client-Side Requests in One Portal

Use our executive dashboard to see the status of every client and what’s still outstanding from them—whether these are engagement letters, questionnaires, file requests or payments. Corvee Client Collaboration and Corvee Payments make it easy to hold staff accountable and see where each client stands with regard to billing and outstanding requests.

Manage All Client-Side Requests in One Portal
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Our Growth & Development Programs Help You Build a Team That Can Grow Your Tax Firm Without Your Oversight

Growing your medium or large tax firm at this level means maximizing the value from every client, adding recurring and non-seasonal revenue, ensuring predictable marketing systems and building a team which can deliver. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.

Our Growth & Development Programs Help You Build a Team That Can Grow Your Tax Firm Without Your Oversight

Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients 

Read Our Methodology Memo for how we calculate these numbers

Convert All Your Clients to Monthly or Quarterly Recurring Tax Packages

Convert All Your Clients to Monthly or Quarterly Recurring Tax Packages

Growing your tax firm to another level means doing everything you can to maximize the lifetime value of your clients. Instead of charging for just tax preparation, or just planning, we’ll start converting all your clients to quarterly or monthly recurring engagements that combine tax planning, implementation and preparation. This way, you’ll be able to earn $5,000–50,000 per year in recurring revenue.

Hire Tax Planning Sales Representatives to Sell Without You

We’ll help you recruit, hire, onboard, train and coach sales representatives who can perform tax planning consultations without you. We’ll teach them 5–8 core tax planning strategies—even if they’re not accountants—so the client will realize the value and pay for tax planning. We’ve designed new hire training and a 150-slide education-based sales presentation to ensure the representative properly reflects you, the firm and the value you provide to clients.

Hire Tax Planning Sales Representatives to Sell Without You
Design Systems to Onboard and Deliver Tax Planning & Preparation

Design Systems to Onboard and Deliver Tax Planning & Preparation

To properly scale your medium or large tax firm, you need to design systems for marketing, sales, new client onboarding, delivery and more. The design of these systems, their interconnections and the training for your team will allow your team to grow your business without you.

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Partner With a Financial Advisor to Offer Tax-Advantaged Wealth Management to Your Clients Through Corvee Advisors

Offer tax-advantaged wealth management to your clients by partnering with a licensed financial advisor.

You Own the Client, but Can Help Answer the Complex Questions

As you grow, your clients grow. With that growth, the questions and the importance of getting them right gets harder. We’ll help you partner with a licensed financial advisor who can ensure a cohesive tax-advantaged wealth management strategy, alongside your tax recommendations, to get your clients the best results.

You Own the Client, but Can Help Answer the Complex Questions
Train Your Sales Team, Tax Staff and Managers to Identify Wealth Management Opportunities

Train Your Sales Team, Tax Staff and Managers to Identify Wealth Management Opportunities

Everyone on your team should be trained to identify tax planning opportunities. Once you build a partnership with a financial advisor, your team should also be trained to identify tax-advantaged opportunities for investments and insurance. This helps ensure your clients keep coming back to you for all their needs.

Share In Fees and Create a Passive Revenue Stream

In many states you’re not required to be licensed to share in investment advisory fees. You can also obtain an insurance license in your state to share in insurance fees as well. Under your partnership model, we’ll have a goal for you to generate 30% of your annual tax revenue in referral fees. As you’re not responsible for the delivery and fulfillment, this partnership can grow to be a passive revenue stream and a large percentage of your net profit.

Share In Fees and Create a Passive Revenue Stream
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More to Explore for Medium and Large Tax Firms

We’re an extension of your team to help you face the challenges that come with being a medium or large tax firm.

Tax Planning

Tax Planning

We provide the training and technology to get your team up to speed, so they can create proposals and deliver tax plans that save clients tens of thousands a year in taxes.

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Tax Resolution

Tax Resolution

We’ll give you the marketing, sales and delivery materials to have a sales rep convert clients for tax resolution services using a 150-slide education-based sales presentation and the delivery materials your tax accountant needs to fulfill clients’ needs.

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Client Acquisition

Client Acquisition

You need to hire and train a marketing coordinator/admin to use LinkedIn marketing, Facebook advertising and email newsletters to generate 25–40 appointments per week per sales professional you have on the team. They should also be trained to provide daily reports on the number of leads, appointments and new clients generated.

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Pricing Your Services

Pricing Your Services

Moving from a one-time, annually recurring tax preparation engagement to a quarterly or monthly tax engagement isn’t easy, but it is possible. We’ll provide you education-based sales presentations to show your clients how you’ll save them more money in taxes, help them make estimated payments and have a smoother preparation process that is worth the higher investment.

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Profitability Assessment

Profitability Assessment

Maintaining profit margins as you grow becomes harder and harder. Higher-paid team members, more technology, more contractors and more consultants are all needed. With these increases in expenses, you need to find new ways to create value for clients so you can charge more. We’ll perform a profitability assessment to see if you’re hitting your goal of 50% net profit margins on a cash basis. If not, we’ll build a proactive plan with you each month to increase your profit margins as you grow.

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Managing Your Time

Managing Your Time

Moving from operator to business owner takes time, great people and systems, and it doesn’t happen in a day. But once you build the systems to manage your staff and give them feedback based on reports, data and information from your firm’s systems, you can step back and work on the areas of the business you enjoy the most.

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Hiring a Salesperson

Hiring a Salesperson

Hiring sales professionals for new prospects and existing clients is the secret to another stage of growth. There was a time where you prepared every 1040 yourself, and there will be a time where you’ll never personally perform another sales consultation with a new prospect. That time is now.

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Building Your Marketing Team

Building Your Marketing Team

Marketing coordinators, admins and assistants are crucial members of your marketing team. Depending on the size of your firm, you may need either a junior team member whom you can teach, or a highly-paid marketing professional. We’ll give you the systems you and your marketing team need to report daily results and drive consistent growth.

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Hiring Tax Managers

Hiring Tax Managers

You’re past the point of needing just one tax manager—you need multiple. And if you plan on growing, you may need five, 10, 20 or more! We’ll help you build your mission, vision, value, culture and compensation packages to attract the best talent in the industry.

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Our Clients Say It Best

Hear from medium and large tax firms like yours which have accelerated their growth and optimization with Corvee.

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A Case Study That Proves You Need Lead Generation for Accountants

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Accountant Finds Accounting Niche and Develops Accounting Firm Processes

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How One Tax Planning Professional Was Able to Get More Tax Clients

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