Corvee Tax Planning

Corvee Tax Planning is software that helps accounting firms model tax savings for their clients before decisions are made. It is now part of Instead, an AI-powered tax platform, and existing Corvee accounts and logins carry on as before. Accountants, tax preparers and financial advisors use it.

Features

• Federal tax planning: estimates tax due and savings over several years across forms such as 1040, 1120, 1120S and 1065.
• State and local planning: built-in coverage of more than 52 states and localities.
• Multi-entity planning: shows every business a client owns in one consolidated view.
• Strategy library: over 1,500 tax planning strategies across entity types, with descriptions and code references.
• Smart questionnaires: collect planning inputs from clients, with tax return scanning.
• Client portal: requests and manages documents, and produces branded client-ready tax plans.

Clients

Accounting firms of any experience level, from veterans of tax planning to firms just starting out. A client success team and a community of planners provide support.

Key facts

• Parent platform: Instead
• Strategy areas: insurance and asset protection, international, exit and capital gains planning
• Customer accounts: unchanged after the move to Instead