Bloomberg Tax vs Corvee Tax Planner

Bloomberg Tax is a web-based suite of tax research and software tools for tax professionals, corporate teams, accounting firms, government, and advisory firms. Its products include Provision, Workpapers, Fixed Assets, Research, and other tax tools. Bloomberg Tax Research brings together tax news, expert analysis, and primary-source links, with updates across federal, state, and international tax topics. Bloomberg Tax Answers generates AI responses from Bloomberg Tax content and links to referenced material. Workpapers can automate roll forwards, transform data, track cell-level changes, and support sign-off through multilevel approvals. It integrates with Provision, Fixed Assets, and Research, supports Excel exports, and can pull and transform ERP and general ledger data through secure file transfer protocols. Fixed Assets is a cloud-based subledger that calculates depreciation using current tax laws. Bloomberg Tax advertises 24/7 help desk support and implementation and integration help through certified partners and its professional services team. Pricing is on request: prospective customers are directed to contact sales for selected products.

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.