Corvée
AI-powered tax planning software for accounting firms
About Corvée
Corvée is a tax planning platform that uses AI to identify and calculate tax savings strategies for accounting firm clients. The platform scans client financial data and automatically generates a comprehensive tax plan with specific, quantified strategies — showing exactly how much each strategy could save. Corvée covers 1,500+ tax strategies across federal and state jurisdictions, including entity selection optimization, retirement plan design, real estate professional status elections, and QBI deduction maximization. For accounting firms transitioning from compliance-only to advisory services, Corvée provides a structured framework for delivering high-value tax planning engagements. The platform generates client-ready presentation reports that can be white-labeled with the firm's branding, enabling firms to command premium fees for advisory services.
Best for
Accounting firms building or expanding tax advisory services and wanting AI-generated, quantified tax plans for clients
Pros & Cons
Pros
- 1,500+ tax strategies automatically evaluated against client data with quantified savings.
- Client-ready presentation reports can be white-labeled with firm branding.
- Helps compliance-focused firms transition to higher-margin advisory services.
- Federal and state strategy coverage across a broad range of entity types and situations.
Cons
- Custom pricing — no public pricing information available.
- Tax planning requires professional judgment — AI suggestions need expert review and contextual adaptation.
- Smaller review base compared to established tax software platforms.
- Focused on planning, not preparation or filing — still need separate compliance software.
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