The Corvee application scans  clients’ tax returns, collects via custom individual and business questionnaires, analyzes estimated tax savings across multiple entities and multiple years and prepares tax plan proposals and plans. Corvee says this is accomplished “all within a matter of minutes.”

 Individualized tax plans with customized tax planning strategies and recommendations per client, are created in a ready-to-send and customizable PDF. Accountants and tax professionals using the software will have a dashboard that gives access to information about  their entire client bases