Corvee Tax Planning
Sophisticated, mobile-first tax planning software for advisors to identify multi-entity tax savings strategies.
Executive Summary
Corvee Tax Planning software empowers tax advisors and accounting firms to transition from reactive tax preparation to proactive, strategic tax planning for their clients. It stands out as a pioneering solution offering multi-entity planning capabilities, enabling comprehensive strategy formulation across diverse business structures. The software is designed to simplify complex tax planning, making it an efficient and accessible tool for firms aiming to maximize client tax savings. Emphasizing mobile-first workflows, Corvee ensures that its powerful features are readily available across various devices, enhancing flexibility and productivity for tax professionals. The platform facilitates the compilation of customized tax planning strategies and recommendations into fully customizable, ready-to-send reports. This capability significantly improves client service and streamlines firm operations, supported by data-driven optimization and robust integration features for seamless data flow across systems.
Use Cases
- Formulating comprehensive tax savings strategies for individual and business clients.
- Performing multi-entity tax planning to optimize tax outcomes across complex business structures.
- Generating customized, professional tax planning recommendations and reports for clients.
- Optimizing internal tax planning processes and workflows for accounting firms.
- Integrating tax planning data with other firm software applications via API for seamless operations.
Features
Visibility
- Mobile-First Interface: Access powerful tax planning features and workflows seamlessly across various mobile and desktop devices.
- Strategy Calculation Transparency: View detailed calculations for each tax planning strategy to understand the exact value and impact.
Technical Specifications
- Architecture
- Cloud-based platform
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- AI agents
Security & Compliance
Certifications: SOC 2 Type II
Pricing
- Model
- Per user pricing
- Starting Price
- $9 per month per entity
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Subscription
- Free Trial
- Yes
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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