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.

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Company Facts

Company Name:
Corvee
Date Founded:
2016
Company Location:
United States
Company Website:
corvee.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Startup
Supported Languages
English

Corvee Tax Planning Categories and Features

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

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

Sales Tax Software

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

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

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

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

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

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

Corvee Tax Planning Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Shara M.
    Position: Executive Assistant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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