- Home
- Tax Planning Software
- Corvee Tax Planner
Corvee Tax Planner
What it is
Corvee Tax Planner is web-based tax planning software for accounting firms. It helps firms identify potential deductions, credits, and entity structures, with more than 1,500 strategies spanning areas such as retirement, insurance, asset protection, exit planning, capital gains, and tax-advantaged wealth management. Federal planning includes forms such as 1040, 1120, 1120S, and 1065, with multi-entity planning in one client view; state and local coverage is listed for 52+ states and localities. Smart questionnaires collect client inputs, and firms can create branded plans and request and manage documents through a client portal. Capital gains and retirement income modeling and data import are listed. Corvee is now part of Instead, and existing accounts, data, and workflows remain accessible. The product page describes SOC 2 Type II certification, AES-256 encryption, zero-knowledge architecture, multi-factor authentication, and hosted infrastructure with redundant availability zones. Integrations are coming soon and none are named. Pricing is not published; the page says pricing is coming soon and existing customers’ pricing stays the same.
For and against
For
- More than 1,500 strategies across entity types.
- Federal planning supports multiple entities in one view.
- State and local planning covers 52+ states and localities.
- Includes capital gains and retirement income modeling.
- Client portal supports document requests and management.
Against
- Integrations are listed as coming soon.
- No current price is published.
The verdict
Corvee brings tax strategy research and multi-entity planning together with client-facing questionnaires, plans, and document workflows. Firms considering it should note that integrations and current pricing are not yet listed.
Who it suits
Corvee suits accounting firms that plan taxes across clients’ multiple entities and prepare branded client plans. It also fits firms seeking client questionnaires and a portal for document requests.
On the record
- Client collaboration
- A built-in client portal lets firms request and manage documents.instead.com · read 8 Oct 2026
- Client input
- Smart questionnaires gather planning inputs from clients.instead.com · read 8 Oct 2026
- Client workflow
- Features include smart questionnaires, custom-branded client-ready plans, and a client portal for requesting and managing documents.instead.com · read 8 Oct 2026
- Company identity
- Corvee is described as an Instead company; the opened official Corvee page does not state a headquarters location or founding year.instead.com · read 8 Oct 2026
- Company transition
- Corvee is now part of Instead, and the page says existing Corvee accounts, data, and workflows remain accessible.instead.com · read 8 Oct 2026
- Current status
- Corvee is now part of Instead, and existing Corvee accounts, data, and workflows remain available.instead.com · read 8 Oct 2026
- Deliverables
- Firms can create client-ready tax plans branded with their firm's branding.instead.com · read 8 Oct 2026
- Federal planning
- Federal planning covers forms including 1040, 1120, 1120S, and 1065, with multi-entity support.instead.com · read 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.instead.com · read 8 Oct 2026
- Multi-entity planning
- Firms can plan across a client's entities in a single view.instead.com · read 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.instead.com · read 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.instead.com · read 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.instead.com · read 8 Oct 2026
- Product purpose
- Corvee is tax planning software for accounting firms that helps identify eligible deductions, credits, and entity structures.instead.com · read 8 Oct 2026
- Purpose
- Corvee is presented as advanced tax planning software for accounting firms.instead.com · read 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.instead.com · read 8 Oct 2026
- Security controls
- The product page says Corvee supports multi-factor authentication and uses hosted infrastructure with redundant availability zones.instead.com · read 8 Oct 2026
- State and local planning
- The product page says state and local planning covers 52+ states and localities.instead.com · read 8 Oct 2026
