# Corvee Review: Pricing, Features, Alternatives Corvee: Multi-entity tax planning with a large strategy library and branded client plans. Pricing from On request, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-planning/corvee/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Planning & Advisory](https://node8.ai/accounting-tools/tax-planning/) # Corvee Strong Option · Instead Multi-entity tax planning with a large strategy library and branded client plans [Visit Corvee](https://corvee.com/) [All 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Best for Firms selling planning engagements to business owners with several entities, not just 1040 clients Starting price On request SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership acquired by Instead The read ## What Corvee does Corvee is now an Instead company, and corvee.com no longer resolves to a website of its own. Every URL on the old domain redirects to a single explainer page on instead.com. The software itself is unchanged and still sold. Existing accounts keep their logins at app.corvee.com, pricing is unchanged, and the vendor states that no features are being discontinued. What has changed is where the development attention sits, and the acquirer says so plainly by describing Instead as the next-generation platform built on Corvee's foundation. The product remains the deepest strategy-first planner a small firm is likely to see. It carries more than 1,500 strategies across entity types, covers 52 or more states and localities, and models a client's 1040, 1120, 1120-S, 1065 and 1041 positions together rather than one return at a time. That multi-entity view is the real differentiator. Smart questionnaires push the data-gathering out to the client, and the output is a branded plan the firm can charge for, which is the part that defends a planning fee. Corvee's own numbers claim more than $5 billion in identified client savings and 237 percent more savings than a manual estimate, both vendor figures with no methodology attached. Two trade-offs matter. The first is price and posture: nothing is published, the sale runs through a conversation, and the historical reputation of this product is that the annual figure is large relative to what a five-person firm spends on anything else. Budget for a quote in the thousands and plan the engagements that will pay for it before signing. The second is that a strategy library scores opportunities, it does not replace a projection. A firm that needs to carry AMT, net investment income tax, QBI phase-outs and the excess business loss limitation forward year by year is doing a different job than picking strategies off a ranked list, and should test that specific calculation before assuming it is covered. Against Intuit Tax Advisor the comparison is stark. Intuit costs nothing extra on a Lacerte or ProConnect license, imports the entire return from the source, and produces a competent client report, but it only handles the resident state and stops well short of entity restructuring. Corvee is the tool a firm buys when the planning conversation is about which entity holds what, across several returns and several states. Against Holistiplan it is a different price bracket and a different deliverable, a plan rather than a review. The tier moved down from top-pick, and the reason is ownership rather than product quality. A tool whose entire marketing site has been folded into a single page under an acquirer's domain, and whose acquirer is openly positioning a successor product, is not where a firm should start a multi-year commitment in 2026. Nothing here reads as abandoned, the platform is supported and the customer base is being retained, which is why this is strong-option rather than dated. But a firm evaluating Corvee today should ask directly what the migration path to Instead looks like and what happens to Corvee pricing when the current term ends. Capabilities ## What you get Library of more than 1,500 tax planning strategies across entity types Multi-entity planning that shows a client's 1040, 1120, 1120-S, 1065 and 1041 positions in one view Smart questionnaires that collect planning inputs from the client Coverage of 52 or more states and localities Custom-branded client-ready tax plans and a built-in client portal for document requests Pricing, security, integrations ## What it costs and what it connects to Instead does not publish a price for Corvee; it is quoted per firm, usually on firm size or entity count. We could not confirm a SOC 2 report for Corvee from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. Corvee does not integrate directly with a general ledger. [Vendor pricing page](https://instead.com/corvee) Our rating ## Why we rate Corvee a Strong Option Corvee is rated Strong Option, alongside 2 other of the 13 tax planning & advisory tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## Corvee alternatives ### [Intuit Tax Advisor](https://node8.ai/accounting-tools/tax-planning/intuit-tax-advisor/) Tax planning built into Lacerte and ProConnect at no separate charge Top Pick ### [Instead](https://node8.ai/accounting-tools/tax-planning/instead/) AI tax platform combining planning, preparation and e-filing, billed by credits consumed One to Watch ### [TaxPlanIQ](https://node8.ai/accounting-tools/tax-planning/taxplaniq/) Strategy library, ROI-based fee proposal and branded plan built from an uploaded 1040 Strong Option ### [Holistiplan](https://node8.ai/accounting-tools/tax-planning/holistiplan/) OCR reads a 1040 PDF and returns a client-ready tax observations report Top Pick ### [BNA Income Tax Planner](https://node8.ai/accounting-tools/tax-planning/bna-income-tax-planner/) Multi-year federal, state and nonresident projection engine for complex individual returns Strong Option ### [Tax Maverick](https://node8.ai/accounting-tools/tax-planning/tax-maverick/) Advisory training program with strategy-matching software attached, sold by application One to Watch [Compare all 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Corvee is now an Instead company](https://instead.com/corvee) Retrieved 2026-09-08 ### [Instead homepage](https://www.instead.com/) Retrieved 2026-09-08 ### [Instead pricing](https://www.instead.com/pricing) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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