Corvee Tax Planning
The #1 tax planning software for accounting firms.
Overview
Corvee Tax Planning is a software solution designed to help accountants and tax professionals provide proactive tax planning services to their clients. It helps identify tax-saving opportunities and create customized tax plans.
✨ Key Features
- Tax planning strategy identification
- Customized tax plan generation
- Client-facing proposals and reports
- Integration with accounting software
- Educational resources for tax professionals
🎯 Key Differentiators
- Comprehensive library of tax planning strategies
- User-friendly interface for creating tax plans
- Strong focus on helping firms build their advisory services
Unique Value: Empowers accounting professionals to move beyond compliance and offer high-value tax planning services to their clients.
🎯 Use Cases (3)
✅ Best For
- Tax planning for small and medium-sized businesses
- Developing tax strategies for high-net-worth individuals
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms focused solely on tax compliance and preparation
🏆 Alternatives
Offers a more comprehensive and user-friendly solution for tax planning compared to using spreadsheets or general-purpose financial planning software.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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