Instead Pro

Advanced R&D tax credit management for tax and accounting firms.

by Corvee · Tax Research & Planning

Executive Summary

Instead Pro by Corvee is an advanced R&D tax credit management solution specifically designed for tax and accounting firms. It aims to simplify the complex process of identifying, calculating, and optimizing R&D tax credits, leveraging innovative software and AI capabilities. The platform helps firms enhance their service offerings and efficiency in managing these specialized tax credits for their clients. The solution integrates new and updated tax strategies, including the ability to utilize depreciation for various assets like residential, nonresidential, and technology, to identify and compare potential tax savings. By automating and streamlining the R&D tax credit process, Instead Pro empowers firms to deliver greater value to their clients while improving their own operational productivity.

Use Cases

  • Automating the identification and calculation of R&D tax credits for clients.
  • Utilizing depreciation strategies to find and compare tax savings for various assets (residential, nonresidential, technology).
  • Optimizing R&D tax credit claims to maximize client benefits.
  • Streamlining workflow for tax and accounting firms managing multiple R&D tax credit cases.
  • Leveraging AI to assist in managing and optimizing research and development tax credit processes.

Features

Intelligence

  • AI-Powered R&D Tax Credit Optimization: Leverages AI to assist businesses and accountants in easily managing and optimizing research and development tax credits.

Technical Specifications

Deployment
SaaS
API Available
Yes

Integrations

  • Zapier (2,000+ web applications)

Security & Compliance

Certifications: SOC 2 Type II

Pricing

Model
Subscription
Starting Price
$16 per month
Target Customer
SMB,Mid-Market
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.

Founded: 2016 · Headquarters: Fort Lauderdale, USA · Employees: 51-100 · Private