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SPECIFICTION
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Corvee Tax Planner

instead.com

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Spec score 7.5 #16 of 27 in Tax Planning Software

What it is

Corvee Tax Planner is web-based tax planning software for accounting firms. It helps identify deductions, credits, and entity structures, with a library of more than 1,500 strategies across entity types. Listed areas include retirement, insurance and asset protection, niche-specific and international planning, exit and capital gains, and tax-advantaged wealth management. Federal planning includes forms such as 1040, 1120, 1120S, and 1065, with multi-entity support in one client view. State and local planning covers 52+ states and localities. Smart questionnaires gather client inputs, and firms can produce client-ready plans with their branding. A client portal supports document requests and management. Capital gains modeling, retirement income modeling, and data import are listed. Corvee is now part of Instead, with existing accounts, data, and workflows remaining accessible. The product page states SOC 2 Type II certification, AES-256 encryption, zero-knowledge architecture, multi-factor authentication, and redundant availability zones. Integrations and current pricing are described as coming soon.

Spec sheet

Purpose
Corvee is presented as advanced tax planning software for accounting firms.Read 8 Oct 2026 · instead.com
Integrations
The Corvee page links to a Corvee security whitepaper but does not list product integrations; the current Instead integrations page says Google Drive, OneDrive, and Box are live for Instead.Read 8 Oct 2026 · instead.com
Security
The product page states that Corvee is SOC 2 Type II certified and uses AES-256 end-to-end encryption and zero-knowledge architecture.Read 8 Oct 2026 · instead.com
Support
The product page directs questions to the Instead team at [email protected].Read 8 Oct 2026 · instead.com
Client collaboration
A built-in client portal lets firms request and manage documents.Read 8 Oct 2026 · instead.com
Client input
Smart questionnaires gather planning inputs from clients.Read 8 Oct 2026 · instead.com
Client workflow
Features include smart questionnaires, custom-branded client-ready plans, and a client portal for requesting and managing documents.Read 8 Oct 2026 · instead.com
Company identity
Corvee is described as an Instead company; the opened official Corvee page does not state a headquarters location or founding year.Read 8 Oct 2026 · instead.com
Company transition
Corvee is now part of Instead, and the page says existing Corvee accounts, data, and workflows remain accessible.Read 8 Oct 2026 · instead.com
Current status
Corvee is now part of Instead, and existing Corvee accounts, data, and workflows remain available.Read 8 Oct 2026 · instead.com
Deliverables
Firms can create client-ready tax plans branded with their firm's branding.Read 8 Oct 2026 · instead.com
Federal planning
Federal planning covers forms including 1040, 1120, 1120S, and 1065, with multi-entity support.Read 8 Oct 2026 · instead.com
Multi-entity planning
Firms can plan across a client's entities in a single view.Read 8 Oct 2026 · instead.com
Planning scope
Listed strategy areas include deductions, legal entity structures, retirement, insurance and asset protection, niche-specific and international strategies, exit and capital gains, and tax-advantaged wealth management.Read 8 Oct 2026 · instead.com
Pricing
The Corvee page says existing customer pricing stays the same but does not publish a price; the current pricing page describes Instead's platform as free and agent work as pay per credit.Read 8 Oct 2026 · instead.com
Pricing availability
The product page lists pricing as coming soon and says existing customers' pricing stays the same; it does not state a current price.Read 8 Oct 2026 · instead.com
Product purpose
Corvee is tax planning software for accounting firms that helps identify eligible deductions, credits, and entity structures.Read 8 Oct 2026 · instead.com
Security controls
The product page says Corvee supports multi-factor authentication and uses hosted infrastructure with redundant availability zones.Read 8 Oct 2026 · instead.com
State and local planning
The product page says state and local planning covers 52+ states and localities.Read 8 Oct 2026 · instead.com
State coverage
The page lists state and local planning for 52+ states and localities.Read 8 Oct 2026 · instead.com
Strategy coverage
The page says firms can access 1,500+ tax planning strategies across entity types, including deductions, credits, and structures.Read 8 Oct 2026 · instead.com
Strategy library
The product page lists access to more than 1,500 tax planning strategies across entity types.Read 8 Oct 2026 · instead.com
Target users
The product is presented for accounting firms and is described as built for firms by accountants.Read 8 Oct 2026 · instead.com
Tax forms
Federal planning lists forms 1040, 1120, 1120S, and 1065, among others, with multi-entity support.Read 8 Oct 2026 · instead.com

Strong points and limits

Strong points

  • More than 1,500 listed tax planning strategies
  • Federal planning supports multiple entity types
  • State and local coverage spans 52+ states and localities
  • Branded plans and client document portal
  • SOC 2 Type II and AES-256 encryption stated

Limits

  • Current pricing is not published
  • Integrations are listed as coming soon
  • Product is now part of Instead

Who it suits

It is built for accounting firms planning taxes across clients, entities, federal forms, and state or local jurisdictions. Firms wanting branded deliverables and a client document portal may find its workflow relevant.

Verdict

Corvee Tax Planner focuses on accounting-firm workflows, combining broad strategy coverage with multi-entity planning, client questionnaires, branded plans, and document handling. Buyers must request current pricing and wait for named integrations, while existing Corvee accounts and workflows remain available through Instead.

Where Specifiction places it

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