Corvee
PaidTax planning software that finds strategies to save clients thousands
🎯Tax Planning & StrategyAbout Corvee
Corvee provides tax planning software for CPAs and accounting firms that scans 1,500+ tax strategies to find opportunities for their clients. It generates client-ready tax plans with specific dollar savings estimates. Corvee helps firms position tax planning as a premium advisory service rather than just compliance work.
What's Great
- ✓Scans 1,500+ tax strategies to find client-specific savings opportunities
- ✓Generates client-ready tax plans with specific dollar amounts saved
- ✓Helps firms transition from compliance work to premium advisory services
- ✓Multi-entity planning covers S-corps, C-corps, partnerships, and trusts
- ✓Positions accounting firms to charge advisory fees for tax planning
Watch Out For
- !Requires tax expertise to evaluate and implement the strategies identified
- !Subscription pricing is designed for firms, not individual taxpayers
- !Strategy recommendations still need professional judgment before implementation
- !Best value for firms with high-net-worth or complex business clients
Common Use Cases
CPA firm running a tax planning analysis that finds $50K in savings for a business owner client
Accounting firm packaging tax planning as a premium $5,000 advisory engagement
Tax professional evaluating entity restructuring strategies for a multi-entity client
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Tax Planning & Strategy
Tools for proactive tax planning, scenario modeling, and minimizing tax liability.
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