Corvee

Corvee is a comprehensive tax planning software designed to support complex tax strategies across state and federal levels. It offers over 1,500 tax strategies, making it suitable for businesses with intricate structures. The platform utilizes a smart questionnaire feature to tailor tax plans according to client needs, allowing for the creation of custom tax proposals with unique branding.

One of Corvee's key strengths is its ability to handle multi-entity tax planning, providing insights into how changes in one entity can affect others. This feature is particularly beneficial for large businesses with multiple entities. Additionally, Corvee includes customizable templates for various financial planning needs, such as retirement planning and wealth management. The software also features a mobile-optimized client portal for efficient engagement and document management.

Corvee's capabilities extend to calculating future values to determine potential tax returns and savings, supporting tax planning in 52 jurisdictions. It offers multi-channel customer support, ensuring that users receive assistance when needed. Overall, Corvee is designed to streamline tax planning processes by providing detailed analysis and strategic planning tools, making it a valuable resource for businesses seeking to optimize their tax strategies.