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About

Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.

About

SREDlog is SR&ED claim preparation software for Canadian consultants, accounting firms and in-house teams. Bring client records, evidence, hours and expenditures into one workspace. Draft T661 project narratives linked to source records, review technical and financial decisions, collect client confirmations, prepare federal and provincial form drafts, and export an indexed supporting package. AI assists with drafting; the responsible firm reviews and approves the work. SREDlog does not determine final eligibility, submit claims to the CRA or guarantee outcomes. A 30-day pilot includes one claim and unlimited users; no card is required.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accounting and tax professionals looking to provide tax planning services to their clients

Audience

Canadian SR&ED consultants, accounting firms, tax practitioners, and in-house finance and R&D teams.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$2,500 CAD per year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • I like the security of the website and its interface, very user-friendly. For the past months that I'm using this, I have never encountered any downtime. The Corvee team is really amazing as they provide us with updates from time to time. I even confidently recommend this to my client who's needing the same service I am. And as expected they really love Corvee and recommended as well to their client. The Corvee community grows because it Exceeds the value of what we paid for and the client really feels important especially when reaching out to their customer care.
  • Easy to use and very user friendly, and really provides value to our firm and our clients with savings to every single client :)

Cons

  • Maybe an option to edit the file name for the requested documents. once it was processed. because I had this instance the I requested a document from my client but I want not able to check it before submitting it, turns out it has a typographical error. I tried to check if there's an option to edit it but to no avail.
  • Might take time to load while you're in a online meeting.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Corvee
Founded: 2016
United States
corvee.com

Company Information

SREDlog
sredlog.com

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Categories

Accounting Supported
Bookkeeping Supported
Corporate Tax Supported
Crypto Tax Supported
Sales Tax Supported
Tax Planning Supported
Tax Preparation Supported

Categories

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
Scenario Planning Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Corporate Tax Features

Compliance Management Supported
Data Import / Export Not Supported
Data Verification Supported
Electronic Filing Not Supported
Exception Notification Not Supported
For Nonprofits Not Supported
For Partnerships Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Supported
Tax Planning Supported

Crypto Tax Features

Automated Data Import Not Supported
Exchange Integration Not Supported
Export Transactions Not Supported
Historical Prices Not Supported
Income Overview Not Supported
Margin & Futures Support Not Supported
Profit & Loss / Cap Gains Not Supported
Staking / Lending / DeFi Support Not Supported
Tax Form Generation Not Supported
Tax Loss Harvesting Supported
Wallet Integration Not Supported

Tax Planning Features

Detailed Savings Calculations Supported
Export Branded Proposal Supported
Export Branded Tax Plan Supported
Multi-Entity Planning Supported
Multi-Year Planning Supported
Proposed Legislation Planning Supported
State & Local Planning Supported
Strategy & Scenario Comparison Supported
Tax Return Diagnostics Supported
Tax Return Scanning Supported

Integrations

Stripe Billing Supported
Zapier Supported

Integrations

Stripe Billing Not Supported
Zapier Not Supported
Claim Corvee Tax Planning and update features and information
Claim Corvee Tax Planning and update features and information
Claim SREDlog and update features and information
Claim SREDlog and update features and information