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

Total
ease
features
design
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
SaaS
Type of Training
Documentation
Live Online
Webinars
Videos
Customer Support
Phone Support
Online

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

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

Corporate Tax Software

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

Crypto Tax Software

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
Tax Loss Harvesting
Wallet Integration

Accounting Software

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

Bookkeeping Software

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

Sales Tax Software

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

Accounting Practice Management Software

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

Corvee Tax Planning User Reviews

Write a Review
  • 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.

    Read More...
  • 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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