Corvee, which recently rebranded from AccountingTax.com, has released a new tax planning software solution billed as able to help accountants plan proactively and strategically for their clients.
Corvee Tax Planning works by scanning clients’ tax returns, collecting information via custom individual and business questionnaires, enabling tax professionals to analyze estimated tax savings across multiple entities and multiple years and prepare tax plan proposals and plans for their clients.
The individualized tax plans feature customized strategies and recommendations for each client, and are created in a ready-to-send, customizable PDF file that showcases previous year overpayment information, estimated current and future savings, and a detailed list of strategies, as well as estimated savings per strategy. Also featured is a firm dashboard that gives insights into an accountant’s entire client base in one place.
“There is currently nothing like this software available to tax and accounting professionals, and we are thrilled to be the first to offer this to our clients and the industry at large,” said Andrew Argue, CEO of Corvee, in a statement. “Our goal is to empower our clients to be trusted advisors for their clients and to do whatever we can to help them in this endeavor. This software provides access to more strategies than ever before, calculated instantly across multiple entities and years, with down-to-the-dollar accuracy of savings. Our automated software can save their clients money, showcase them as experts, allow managers and staff to perform high-level tax advisory services, and help increase their revenue. It’s a win-win situation.”