Corvee Tax Planning Description

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

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Integrations

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Reviews - 2 Verified Reviews

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support
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Company Details

Company:
Corvee
Year Founded:
2016
Headquarters:
United States
Website:
corvee.com
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Media

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
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support

Corvee Tax Planning Features and Options

Tax Planning Software

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 Software

Billing & Invoicing
Client Management
Client Portal
Document Management
Scenario Planning
Workflow Management

Corporate Tax Software

Compliance Management
Data Verification
For Partnerships
Status Tracking
Tax Planning

Crypto Tax Software

Tax Loss Harvesting

Corvee Tax Planning User Reviews

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  • Name: Shara M.
    Job Title: Executive Assistant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator, Deployment
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Secure document strorage

    Date: Nov 03 2021

    Summary: 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.

    Positive: 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.

    Negative: 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.

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  • Name: Anonymous (Verified)
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    This is an Awesome Tax Planning App

    Date: Oct 06 2021

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

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

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

    Read More...
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