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What is Tax Planner Pro?

Tax planning has traditionally posed significant challenges for small business owners due to the complex labyrinth of IRS regulations, intricate forecasting models, and a scarcity of easily obtainable professional advice. Fortunately, Tax Planner Pro transforms this often overwhelming experience with its intuitive interface, clear instructional resources, and a team of dedicated experts who are prepared to guide you through every facet of tax strategy and savings. By integrating your financial data into Tax Planner Pro, our cutting-edge tax strategy engine, IVAN, evaluates your current financial landscape and crafts a customized tax plan tailored specifically to your business needs. We guarantee assistance in minimizing your tax liability to as low as one dollar, whether that entails employing five strategies or thirty, as we are resolutely focused on helping you achieve that target. Moreover, Tax Planner Pro keeps your information consistently updated with automatic weekly syncs to QuickBooks Online and Xero, ensuring a seamless and efficient experience. The setup process is designed to be quick, taking only a few minutes, so you can devote more attention to growing your business while we manage the intricacies of tax planning. With the support of Tax Planner Pro, small business owners can confidently navigate tax season knowing they have a reliable partner to simplify the process and enhance their financial outcomes. Ultimately, this streamlined approach empowers business owners to focus on what they do best: running their businesses effectively.

What is Corvee Tax Planning?

Corvee empowers tax, accounting, and financial advisory firms to enhance their tax decision-making processes for clients while also improving their overall business efficiency. The standout product of Corvee is its Tax Planning software, which serves as a powerful yet user-friendly tool that enables firms to swiftly assess potential tax savings, devise proactive tax strategies, and facilitate smoother collaboration with clients. Over the past year, Corvee has garnered several prestigious accolades, including being recognized as Accounting Today's Top New Product of 2021, shortlisted for the 2021 CPA Practice Advisors Technology Innovation Awards, and more recently, earning a spot on the 2021 Inc. 5000 List of the fastest-growing companies in the United States. This recognition highlights the growing impact Corvee is making in the financial industry.

Media

Media

Integrations Supported

QuickBooks Online
Xero

Integrations Supported

Stripe Billing
Zapier

API Availability

API Availability

Pricing Information

$499 per year

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Tax Planner Pro

Date Founded

2015

Company Website

www.taxplannerpro.com

Company Facts

Organization Name

Corvee

Date Founded

2016

Company Location

United States

Company Website

corvee.com

Categories and Features

Tax Planning

Not specified

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

Corporate Tax

Compliance Management
Data Verification
For Partnerships
Status Tracking
Tax Planning

Crypto Tax

Tax Loss Harvesting

Sales Tax

Not specified

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

Tax Preparation

Not specified

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