Corvee Tax Planner is web-based tax planning software for accounting firms, with tools to identify deductions, credits, and entity structures that may apply to clients. Its strategy library includes more than 1,500 strategies across entity types, covering areas such as retirement, insurance, asset protection, exit planning, and tax-advantaged wealth management. Federal planning includes forms such as 1040, 1120, 1120S, and 1065, and firms can plan across multiple entities in one view. The product lists state and local planning for 52+ states and localities, alongside capital gains and retirement income modeling and data import. Client questionnaires gather planning inputs; firms can create branded plans and use a portal to request and manage documents. Corvee is now part of Instead, and existing Corvee accounts, data, and workflows remain available. Its page describes SOC 2 Type II certification, AES-256 end-to-end encryption, zero-knowledge architecture, and multi-factor authentication. Integrations and pricing are listed as coming soon; no current price is stated.
Who it is for
It suits accounting firms that want to plan across client entities and prepare branded tax plans. Firms looking for client questionnaires and a document portal may also find its workflow relevant.
What is good
- More than 1,500 strategies across entity types
- Federal planning includes four named tax forms
- State and local planning covers 52+ areas
- Branded plans and a client document portal
- SOC 2 Type II certification and AES-256 encryption
What to know first
- Integrations are listed as coming soon
- No current price is published
Verdict
Corvee combines broad strategy coverage with multi-entity planning and client-facing tools for accounting firms. Firms should note that integrations and current pricing are not yet listed.
Get started with Corvee Tax Planner
- Visit the Corvee website
- Use the web platform
- Contact the Instead team at [email protected] with questions
Questions about Corvee Tax Planner
What does Corvee Tax Planner cost?
The product page says pricing is coming soon and that existing customers' pricing stays the same. It does not state a current price.
What platforms does Corvee support?
Corvee is listed as a web product.
What tax planning does it cover?
The listed areas include federal planning for forms such as 1040, 1120, 1120S, and 1065, plus state and local planning across 52+ states and localities.
Does Corvee integrate with other services?
Integrations are described as coming soon; no services are named.
Who makes Corvee?
Corvee is now part of Instead.
Can existing customers still access their Corvee work?
Yes. The product page says existing Corvee accounts, data, and workflows remain accessible.
Compared on tax planning software
- Capital gains modeling
- Yes
- Retirement income modeling
- Yes
- Data import
- Yes
- Client collaboration
- Yes
