Corvee
Transforming tax professionals from preparers to proactive advisors.
Executive Summary
Corvee is a cloud-based tax planning software platform designed for accountants, tax preparers, and financial advisors. It enables these professionals to shift from reactive tax preparation to proactive tax planning and advisory services by offering a vast database of tax-saving strategies and tools for multi-entity analysis and optimization. The platform streamlines client engagement with smart questionnaires and automated, custom-branded tax plan generation, and is expanding into AI-driven tax preparation under its 'Instead' brand for enhanced efficiency.
Use Cases
- Proactive tax planning for individuals and businesses.
- Analyzing and optimizing multi-entity tax structures.
- Estimating and projecting tax savings across multiple years.
- Streamlining client data collection and engagement through smart questionnaires.
- Generating professional, custom-branded tax plans and proposals.
- Automating tax preparation and e-filing for common forms (upcoming with 'Instead' brand).
Features
Visibility
- Legislative Impact Analysis: Provides visibility into how tax liability might change with proposed legislation comparisons.
- Multi-Entity Tax View: Analyzes tax implications across multiple entities simultaneously for a comprehensive financial overview.
- Scenario Modeling: Allows users to model various tax scenarios to identify the most tax-efficient structures and transactions.
Intelligence
- Automated Strategy Recommendation: Proprietary strategy analyzer automatically recommends proactive tax-saving strategies based on client data.
- Adaptive Smart Questionnaires: Questionnaires react to client inputs, delving deeper or omitting questions as needed for efficient data collection.
- AI-Driven Tax Preparation (Upcoming): The 'Instead' brand will feature AI capabilities to automate tax preparation processes by 70-90%.
- Financial Account Integration: Ability to integrate with QuickBooks, bank, investment, and retirement accounts for comprehensive data.
Support
- Step-by-Step Onboarding Training: Provides comprehensive step-by-step training for new users and their staff during onboarding.
- Ongoing Training Modules: Access to continuous training modules to help users master tax planning.
- Multi-Channel Support: Offers enhanced support via email, in-app chat, phone, and a private Facebook group.
- Dedicated Client Success Manager: Users receive support from a dedicated client success manager.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Secure Remote Password Protocol (SRP) with end-to-end encryption and Multi-Factor Authentication (MFA).
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Machine Learning
- NLP
- LLM
Security & Compliance
Certifications: SOC 2 Type II, GDPR, CCPA
Encryption: End-to-end encryption with keys derived client-side from a master password, industry-standard SSL encryption for data in transit, and symmetric encryption for data at rest.
Pricing
- Model
- Tiered subscription
- Starting Price
- Contact sales
- Target Customer
- SMB to Enterprise accounting firms, tax professionals, and financial advisors.
- Contract Type
- Annual (implied by high yearly cost mentions)
- Free Trial
- Yes, Custom demo available; some users report two-week trials. (credit card required)
Ratings & Reviews
G2: [object Object]/5 · Capterra: [object Object]/5 · Gartner: [object Object]/5
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.