Instead
Streamline R&D tax credit management and strategic tax planning for accounting firms.
Executive Summary
Instead by Corvee is a software solution designed to help accounting firms manage R&D tax credits and provide strategic tax planning for their clients. It aims to simplify complex tax processes, allowing firms to make smarter tax decisions. The platform offers tools for identifying and comparing tax savings, including depreciation and amortization strategies for various assets. The software, including Instead and Instead Pro, is part of Corvee's broader suite of innovative tax planning tools. It features an AI Tax Assistant, providing tax professionals with 24/7 access to intelligent support for tax-related inquiries. Corvee continuously updates Instead with new strategies and features, such as a tax planning strategies library, to enhance its capabilities and keep users abreast of the latest tax regulations and opportunities. Instead is built on a secure, SOC 2 Type II compliant cloud infrastructure, ensuring data protection. It also boasts strong integration capabilities, including via Zapier, allowing seamless data flow with over 2,000 web applications. The platform is designed to boost productivity, improve efficiency, and enhance client satisfaction for accounting and tax professionals.
Use Cases
- Managing R&D tax credit calculations and applications for clients.
- Identifying and comparing tax savings opportunities using depreciation and amortization strategies.
- Providing proactive and strategic tax planning advice to clients.
- Accessing an AI-powered assistant for tax-related research and support.
- Streamlining tax planning workflows and improving firm efficiency.
Features
Visibility
- Tax Planning Strategies Library: Access a comprehensive library of tax planning strategies with detailed research in an easy-to-understand format.
- Depreciation & Amortization Analysis: Utilize depreciation to find and compare tax savings for assets such as residential, nonresidential, and technology.
Intelligence
- AI Tax Assistant: Get 24/7/365 access to an intelligent assistant for tax-related inquiries and research.
- R&D Tax Credit Optimization: Manage and optimize R&D tax credit calculations to maximize client savings.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Zapier
Security & Compliance
Certifications: SOC 2 Type II
Pricing
- Model
- Subscription
- Starting Price
- $16 per month
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly
About Corvee
Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow, and optimize their firms. They provide tools for tax, accounting, and financial advising firms to make smarter tax decisions for their clients.
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