Corvee
corvee.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
Advanced Tax Planning Software and Solutions
How to Replace CorveeOverview
Features
25 features across 19 categories
Branding(1)
Create custom-branded tax plans to present to clients
Calculation(1)
Estimate taxes due and savings across multiple years with support for federal, state and local forms
Client Deliverables(1)
Show clients your value with professional plans featuring savings, strategies, documentation and calculations for every jurisdiction
Collaboration(1)
Manage client requests and collaboration within the platform
Community(1)
Private client community for power users and successful tax planning firms
Compliance(1)
Centralized resource for tax deadlines across all states
Data Collection(1)
Gather client data with tax return scanning and questionnaires, which delve deeper when needed and omit questions when possible
Data Processing(1)
Scan and extract data from existing tax returns for questionnaires
Document Management(1)
Request and manage documents from clients
Documentation(1)
Descriptions, tax code references and requirements for every tax-saving strategy, right in the tool
Multi-Entity Management(1)
See how every business and entity affects the Form 1040 across jurisdictions in one consolidated multi-entity tax calculation
Optimization(1)
Model the impact of entity and compensation changes to help clients choose the most tax-efficient structure
Resources(1)
Access to Corvee blog, glossary, videos and educational resources
Security(1)
Safeguard confidential client data with security measures
Strategy Library(1)
Continually updated database of 1,500+ tax strategies to minimize taxes
Support(2)
Direct access to Corvee's team of tax and accounting experts to answer questions
Dedicated client success manager and free support via chat, email and phone
Tax Form Support(1)
Support for federal tax forms including 1040, 1120/S, 1065 and more
Tax Planning(1)
Tax planning for 52+ states and localities
Tax Strategy(6)
Strategy related to employee retention tax credits
Strategy to reduce taxable income and self-employment tax by hiring your kids
Tax strategies related to land investments
Strategy related to material participation tests for tax purposes
Strategy to deduct meals provided for business purposes
Claim a tax credit for spend on business R&D expenses
Cost Calculator
Pricing data not available for Corvee. Check their website for current pricing.
Build vs Buy
Should you build a Corvee alternative or buy the subscription? Estimate based on 25 features.
Buy Corvee
Better ValueBuild Your Own
Buying Corvee saves ~$36,960 over 3 years vs building.
Estimates based on 25 features and a BuildScore of 4/5. Actual costs vary.