Planner CS vs Corvee Tax Planner

Planner CS9.0Visit Corvee Tax Planner7.8Visit

Higher score Planner CS #2 in Tax Planning Software 9.0/10 Pricing on request ✓ 3 of 6 features Visit Planner CS

vs

Corvee Tax Planner #8 in Tax Planning Software 7.8/10 Pricing on request ✓ 4 of 6 features Visit Corvee

• Planner CS fits best

  UltraTax and GoSystem users

• Corvee Tax Planner fits best

  Multi-entity advisory firms

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Side by side

Feature	Planner CS 9.0/10 Visit ↗	Corvee Tax Planner 7.8/10 Visit ↗
At a glance
Editor score	9.0	7.8
Ranking	#2 in Tax Planning Software	#8 in Tax Planning Software
Best for	UltraTax and GoSystem users	Multi-entity advisory firms
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Support	Phone, Live chat	Email
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Planner CS 3/6 · Corvee Tax Planner 4/6
Scenario modeling	✓ (best)	Not checked yet
Multi-year projection	✓ (best)	Not checked yet
Capital gains modeling	Not checked yet	✓ (best)
Retirement income modeling	Not checked yet	✓ (best)
Data import	✓	✓
Client collaboration	Not checked yet	✓ (best)
Our review
Pros	Projects federal, state, resident, and nonresident tax outcomes Compares multiple scenarios with Result Finder what-if analysis Imports client data from UltraTax CS and GoSystem Tax RS	Plans federal, state, and local taxes across 52+ states and localities Combines multiple entities in one planning view Adds questionnaires, portals, and custom-branded tax plans
Cons	Pricing requires contacting sales Listed integrations focus on two tax systems Designed for accounting and tax professionals rather than general taxpayers	Pricing follows a contact-sales model Available as a web platform only Its broad tax scope may exceed the needs of single-entity practices
Our verdict	Planner CS is tax planning software from Thomson Reuters for accountants and tax professionals. It supports federal and state tax projections, multi-year planning, resident and nonresident state analysis, withholding calculations, and… Read the review →	Corvee Tax Planner is tax-planning software for accounting firms and tax professionals working across individual and business engagements. It supports federal planning for forms including 1040, 1120, 1120S, and 1065, along with state and… Read the review →

Strengths and trade-offs

• Planner CS — where it wins

  • Projects federal, state, resident, and nonresident tax outcomes
  • Compares multiple scenarios with Result Finder what-if analysis
  • Imports client data from UltraTax CS and GoSystem Tax RS

  Where it doesn't

  • Pricing requires contacting sales
  • Listed integrations focus on two tax systems
  • Designed for accounting and tax professionals rather than general taxpayers

• Corvee Tax Planner — where it wins

  • Plans federal, state, and local taxes across 52+ states and localities
  • Combines multiple entities in one planning view
  • Adds questionnaires, portals, and custom-branded tax plans

  Where it doesn't

  • Pricing follows a contact-sales model
  • Available as a web platform only
  • Its broad tax scope may exceed the needs of single-entity practices

• Planner CS9.0/10 · Pricing on request

  A planning workspace for federal, state, multi-year, and scenario-based tax analysis.

  Visit Planner CSFull verdict →
• Corvee Tax Planner7.8/10 · Pricing on request

  A multi-entity tax planning workspace for firms serving individual and business clients.

  Visit CorveeFull verdict →