Advanced tax planning software for accounting firms

Whether you're exploring tax planning software for the first time or you've relied on Corvee for years, you're in the right place. Corvee is now part of the Instead family — giving your firm the tools to find every strategy, build tax plans faster, and deliver more value to every client.

 Coffee shop owner on laptop with Instead showing linked accounts for individual and C Corporation with $122,773 total savings.

Every strategy. Every entity. Every opportunity.

With access to 1,500+ tax planning strategies across all entity types, your firm can identify every eligible deduction, credit, and structure your clients qualify for — and deliver professional tax plans in hours, not days.
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Tax return analysis showing 44% savings result

Built for firms, by accountants

Strategy coverage| Every corner of the tax code, covered

Maximizing deductions
Legal entity structures
Retirement planning
Insurance & asset protection
Niche-specific strategies
Advanced & international strategies
Exit & capital gains planning
Tax-advantaged wealth management
Current law vs. proposed tax policy

Key features| Everything you need to plan, deliver, and grow

Federal tax planning — 1040, 1120, 1120S, 1065, and more. Multi-entity support
State & local planning — 52+ states and localities built in
Multi-entity Planning — Plan across all of a client's entities in a single view
Smart questionnaires — Gather planning inputs from clients
Custom-branded tax plans — Client-ready plans with your firm's branding
Client collaboration — Request and manage docs through a built-in client portal

Results| By the numbers

$5B+  in client tax savings identified
1,500+  tax planning strategies
237%  more savings than manual estimates
52+  states and localities supported