Corvee Tax Planner
The facts below are what the maker publishes about Corvee Tax Planner, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Corvee Tax Planner's own pages, with the date it was checked.
What it does
- Client collaboration
- A built-in client portal lets firms request and manage documents.checked 8 Oct 2026
- Client input
- Smart questionnaires gather planning inputs from clients.checked 8 Oct 2026
- Client workflow
- Features include smart questionnaires, custom-branded client-ready plans, and a client portal for requesting and managing documents.checked 8 Oct 2026
- Current status
- Corvee is now part of Instead, and existing Corvee accounts, data, and workflows remain available.checked 8 Oct 2026
- Deliverables
- Firms can create client-ready tax plans branded with their firm's branding.checked 8 Oct 2026
- Integrations
- The Corvee page links to a Corvee security whitepaper but does not list product integrations; the current Instead integrations page says Google Drive, OneDrive, and Box are live for Instead.checked 8 Oct 2026
- Pricing
- The Corvee page says existing customer pricing stays the same but does not publish a price; the current pricing page describes Instead's platform as free and agent work as pay per credit.checked 8 Oct 2026
- Pricing availability
- The product page lists pricing as coming soon and says existing customers' pricing stays the same; it does not state a current price.checked 8 Oct 2026
- Product purpose
- Corvee is tax planning software for accounting firms that helps identify eligible deductions, credits, and entity structures.checked 8 Oct 2026
- Purpose
- Corvee is presented as advanced tax planning software for accounting firms.checked 8 Oct 2026
- Security
- The product page states that Corvee is SOC 2 Type II certified and uses AES-256 end-to-end encryption and zero-knowledge architecture.checked 8 Oct 2026
- Security controls
- The product page says Corvee supports multi-factor authentication and uses hosted infrastructure with redundant availability zones.checked 8 Oct 2026
- State coverage
- The page lists state and local planning for 52+ states and localities.checked 8 Oct 2026
- Strategy coverage
- The page says firms can access 1,500+ tax planning strategies across entity types, including deductions, credits, and structures.checked 8 Oct 2026
- Strategy library
- The product page lists access to more than 1,500 tax planning strategies across entity types.checked 8 Oct 2026
- Support
- The product page directs questions to the Instead team at [email protected].checked 8 Oct 2026
- Target users
- The product is presented for accounting firms and is described as built for firms by accountants.checked 8 Oct 2026
- Tax forms
- Federal planning lists forms 1040, 1120, 1120S, and 1065, among others, with multi-entity support.checked 8 Oct 2026
The company
- Company identity
- Corvee is described as an Instead company; the opened official Corvee page does not state a headquarters location or founding year.checked 8 Oct 2026
- Company transition
- Corvee is now part of Instead, and the page says existing Corvee accounts, data, and workflows remain accessible.checked 8 Oct 2026
Money
- Federal planning
- Federal planning covers forms including 1040, 1120, 1120S, and 1065, with multi-entity support.checked 8 Oct 2026
- Multi-entity planning
- Firms can plan across a client's entities in a single view.checked 8 Oct 2026
- Planning scope
- Listed strategy areas include deductions, legal entity structures, retirement, insurance and asset protection, niche-specific and international strategies, exit and capital gains, and tax-advantaged wealth management.checked 8 Oct 2026
- State and local planning
- The product page says state and local planning covers 52+ states and localities.checked 8 Oct 2026
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