Corvée
AI-powered tax planning software for accounting firms
About Corvée
Corvée runs client financial data against a library of 1,500+ federal and state tax strategies, scores each for applicability, and outputs a quantified savings estimate per strategy — entity restructuring, retirement plan design, real estate professional elections, QBI optimization, and more. That analysis, which a solo tax advisor might spend four to eight hours producing manually, arrives in a formatted, white-labeled report a firm can hand directly to a client in a planning meeting. The tool fits mid-size CPA firms and growing practices that already handle business-owner or high-income individual compliance work and want to add a structured tax advisory service without building the workflow from scratch. Firms billing $500–$5,000 per advisory engagement are the clear target; solo bookkeeping practices without a licensed tax professional on staff will not get much use from it. The main limitation is that the AI output is a starting point, not a finished plan. Every flagged strategy still needs a tax professional to assess client risk tolerance, verify factual eligibility, and decide what to actually recommend. Corvée does not replace judgment — it replaces research time. You also still need separate software for preparation and filing; this tool does nothing at that stage.
Best for
Accounting firms building or expanding tax advisory services and wanting AI-generated, quantified tax plans for clients
Key Features
- AI-powered evaluation of 1,500+ tax strategies against client data
- Automated quantification of tax savings for each recommended strategy
- White-labeled client presentation reports for advisory services
- Federal and state tax strategy coverage across multiple entity types
- Entity selection optimization and retirement plan design recommendations
Pros & Cons
Pros
- Evaluates 1,500+ tax strategies against actual client data automatically, cutting manual research time to near zero for initial planning.
- Quantifies projected savings per strategy, giving advisors a concrete number to anchor client conversations and justify planning fees.
- White-labeled client reports let firms present polished, branded deliverables without building presentation templates in-house.
- Covers both federal and state strategies across multiple entity types — S-corps, partnerships, sole proprietors, C-corps — in a single run.
- Provides a repeatable advisory workflow for compliance-focused firms that have never offered standalone tax planning engagements.
- Integrates with QuickBooks and Xero for direct data pull, reducing manual data entry before generating a plan.
Cons
- Pricing is quote-only — no published tiers or per-seat rates, which makes budget approval difficult before scheduling a demo.
- Every AI-generated recommendation requires seasoned tax professional review; firms without an experienced CPA or EA on staff risk presenting unsuitable strategies to clients.
- Does not handle tax preparation or filing — firms need a separate compliance stack, so Corvée adds to software costs rather than replacing anything.
- Smaller user base and review history than established platforms like Holistiplan, which makes independent benchmarking harder.
- White-label reports are only as valuable as the advisory service wrapped around them; the tool does not train staff on how to deliver or price planning engagements.
- No publicly documented audit trail showing how each strategy score or savings estimate is calculated, which raises questions for firms that need to document their own due diligence.
Ledger Brief Take
This goes far beyond basic tax compliance software by automatically evaluating 1,500+ strategies against actual client data and quantifying potential savings — essentially productizing the tax planning process that typically requires hours of manual analysis. The white-labeled client presentations help compliance-heavy firms pivot toward advisory work, though the AI output still requires seasoned tax professional oversight to ensure strategies align with client circumstances and risk tolerance.
Frequently Asked Questions
Common questions accountants ask about Corvée.
How much does Corvée cost?
Corvée does not publish pricing. Plans are custom-quoted, typically based on firm size or number of clients. A free trial is available, but you need to contact the company to access it. Budget discussions should happen before committing significant demo time.
How does Corvée connect to QuickBooks or Xero?
Corvée integrates directly with QuickBooks and Xero to pull client financial data, which feeds the strategy evaluation engine. Excel import is also supported for clients whose data lives outside those platforms. Tax preparation software connections exist but vary by provider.
How does Corvée compare to Holistiplan?
Holistiplan focuses on tax return analysis and scenario modeling for financial planners. Corvée is aimed at accounting firms and generates full multi-strategy planning reports with quantified savings. Corvée covers more strategies; Holistiplan has a larger installed base and more transparent pricing.
Is Corvée suitable for solo practitioners?
It is built for accounting firms, not solo bookkeepers. A solo CPA or EA with business-owner clients can use it, but the ROI depends on charging planning fees that justify the subscription. Practitioners who do not have the credentials or capacity to review AI-generated tax strategies should not use this tool.
Who reviews the AI-generated strategies before they go to a client?
The firm's own licensed tax professional. Corvée flags which strategies apply and estimates savings, but eligibility verification, risk assessment, and final recommendation decisions rest entirely with the advisor. Presenting AI output without that review step creates professional liability exposure.
Does Corvée store client financial data, and how is it secured?
Corvée processes client financial data to run its strategy analysis. The company states it uses encryption and standard data security practices, but specific certifications such as SOC 2 status should be confirmed directly with Corvée before onboarding clients with sensitive financial information.