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Learn How to Tax Plan

Are you unsure of how to do a tax plan? You’re not alone. Even seasoned tax professionals are oftentimes unsure of how to build a tax plan. 

But, we want to let you in on a little secret. Tax professionals who have no prior tax planning experience can quickly learn tax planning and find significant tax savings for their clients with Corvee Tax Planning Software.  

This technology allows you to easily add high-value tax planning services to your firm’s offering because it automates tax plan creation, teaches you tax planning, and gives a platform to manage the process from start to finish. 

Many accountants who used to feel intimidated by tax planning and had no prior experience got started using this revolutionary software. 

Take for instance, Steve, who was an accountant who knew very little about tax planning. He discovered that using tax planning software was an opportunity to educate himself on tax planning quickly without spending a large amount of time on research, education and training.

Steve found Corvee Tax Planning software acted as a teaching aid by allowing him to learn about specific strategies and when to apply them.

As he creates a tax plan, the software gives him detailed information about each strategy and a good understanding of how the calculations work. He simply scrolls through the strategies and clicks on the “View Details” button to learn more. He loves having easy access to detailed explanations of each strategy, pros and cons, tax code references, and the requirements all in one place. 

And if he ever has questions, he has access to Corvee’s team of tax experts to answer any complex questions he may have. For this reason, he never feels left alone to do tax planning, because each Corvee user receives a dedicated client success manager, live chat, email and phone support.

For Steve, these benefits allowed him to learn more about the intricacies of tax planning as he produced tax plans. He started from scratch having never done a single tax plan, and today, much of his firm’s growth comes from tax planning, something he couldn’t even imagine just six months ago.

You too can get started on your tax planning journey and discover how Corvee tax planning software makes tax planning less intimidating and more efficient. Our dedicated onboarding specialist is waiting to help you create your first tax plan and provide you with the ongoing support you need.

Learn more about how you can learn tax planning at Corvee.com today.