Advanced tax planning software for accounting firms
Corvee helps tax professionals find every strategy, build client-ready tax plans, and grow their advisory practice.
Find savings your clients didn't know existed
Corvee's tax planning engine scans across 1,500+ strategies to identify every eligible deduction, credit, and structure for your clients — across all entity types. Build and deliver professional tax plans in under two hours, not days.
Get a demo
Built for firms, by accountants
Strategy coverage | Every corner of the tax code, covered
Maximizing deductions
Legal entity structures
Retirement planning
Insurance & asset protection
Niche-specific strategies
Advanced & international strategies
Exit & capital gains planning
Tax-advantaged wealth management
Current law vs. proposed tax policy
Key features | Everything you need to plan, deliver, and grow
Federal tax planning — 1040, 1120, 1120S, 1065, and more. Multi-entity support
State & local planning — 52+ states and localities built in
Multi-entity Planning — Plan across all of a client's entities in a single view
Smart questionnaires — Gather planning inputs from clients
Custom-branded tax plans — Client-ready plans with your firm's branding
Client collaboration — Request and manage docs through a built-in client portal
Results | By the numbers
$5B+ in client tax savings identified
1,500+ tax planning strategies
237% more savings than manual estimates
52+ states and localities supported
Corvee. Now an Instead company
Corvee continues as its own platform — the same tax planning software you know, run by the same team. Instead acquired Corvee to bring best-in-class tax planning into its family of tax products. Your account, data, and workflows are unchanged.
Get a demo
FAQs
Q: What happened to Corvee?
A: Corvee is now an Instead company. Same team, same platform, same commitment to your practice — with a bigger vision for what tax software can do.
Q: Can I still access my account?
A: Yes. Same login, same credentials. Nothing changes on your end.
Q: Is my data safe?
A: All client data, tax plans, and historical information are preserved and secure.
Q: Are any features going away?
A: No. You're gaining functionality, not losing it.
Q: Is pricing changing?
A: No. Your pricing stays the same.
.png){kind=small}