Corvee Tax Planner review
A multi-entity tax planning workspace for firms serving individual and business clients.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 local planning across 52+ states and localities. Multi-entity planning, client questionnaires, document management, and branded plan delivery make it suited to advisory firms that need a shared workflow for planning and client collaboration.
The product’s published pricing model is contact sales, so the buying process is oriented toward firms evaluating their planning requirements with the vendor. Its feature set covers deductions, entity structures, retirement, capital gains, and other tax areas, with access to more than 1,500 tax-planning strategies. Paid-tier comparisons are not part of the published plan structure. Firms should assess whether this breadth fits their advisory model before choosing it over a narrower planning tool.
Corvee Tax Planner brings planning inputs, strategy research, and client-facing delivery into a web platform. Smart questionnaires help gather information, while the built-in client portal supports requesting and managing documents. Custom branding adds a client-ready presentation layer, and the product includes capital-gains modeling, retirement-income modeling, data import, and client collaboration. It is a strong fit for multi-entity advisory firms that want federal, state, and local planning in one workflow. Practices focused on a single entity or a small set of tax scenarios may prefer a more focused product.
Corvee Tax Planner pros and cons
- 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
Corvee Tax Planner fact sheet, pricing and score →
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