Audience

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

About Corvee Tax Planning

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.

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Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5
More Reviews Write a Review

Company Information

Corvee
Founded: 2016
United States
corvee.com

Videos and Screen Captures

Play Video Corvee Tax Planning Screenshot 1 Corvee Tax Planning Screenshot 2 Retirement Savings Estimate Example Screenshot Collaborate with Clients
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Corvee Tax Planning Frequently Asked Questions

Q: What kinds of users and organization types does Corvee Tax Planning work with?
Q: What languages does Corvee Tax Planning support in their product?
Q: What kind of support options does Corvee Tax Planning offer?
Q: What other applications or services does Corvee Tax Planning integrate with?
Q: What type of training does Corvee Tax Planning provide?
Q: What pricing for support is available for Corvee Tax Planning?
Q: What pricing for training is available for Corvee Tax Planning?

Corvee Tax Planning Product Features

Accounting

Expense Tracking
Payroll Management
General Ledger
Government
Billing & Invoicing
Cash Management
Bank Reconciliation
Fixed Asset Management
Accounts Payable
Fund Accounting
Accounts Receivable
Tax Management
Multi-Currency
Project Accounting
CPA Firms
Nonprofits
Purchase Orders
Cryptocurrency Support

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms

Bookkeeping

Spend Management
Revenue Recognition
Billing & Invoicing
Payroll
Tax Management
Fixed Asset Management
Accounts Payable
Collections
Accounts Receivable
Expense Tracking
Cash Management
Bank Reconciliation
General Ledger

Corporate Tax

Compliance Management
Data Verification
For Partnerships
Status Tracking
Tax Planning
Data Import / Export
Electronic Filing
Exception Notification
For Nonprofits
K-1 Reporting
Payroll & Employer Forms

Crypto Tax

Tax Loss Harvesting
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Wallet Integration

Sales Tax

Audit Trail
Value Added Tax (VAT)
Consumer Use Tax
Transaction Tracking
Taxability Verification
Address Validation
Tax Filing
Exemption Management
Tax Calculator

Tax Planning

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

Tax Practice Management

Billing & Invoicing
Client Management
Client Portal
Document Management
Scenario Planning
Workflow Management
Approval Process Control
Due Date Tracking
Tax Filing
Tax Forms

Corvee Tax Planning Verified User Reviews

Write a Review
  • Shara M.
    Executive Assistant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Secure document strorage"

    Posted 2021-11-03

    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.

    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.

    Overall: VERY GOOD. I'll keep on using this. no reason for me to switch. I have been a user of this system for years now.

    Read More...
  • A Corvee Tax Planning User
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "This is an Awesome Tax Planning App"

    Posted 2021-10-06

    Pros: Easy to use and very user friendly, and really provides value to our firm and our clients with savings to every single client :)

    Cons: Might take time to load while you're in a online meeting.

    Overall: Definitely to continue using them, and if you haven't tried you should do that NOW.

    Read More...
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