Corvee is tax planning software for accounting and tax firms. It matches clients to strategies from a library of 1,500+ options, plans across individual and business entities, and produces branded tax plans. In April 2026 Corvee joined the Instead brand, and existing customers kept the same login, pricing and features. It's a strong fit for firms that sell tax planning as a standalone advisory service. Firms built around monthly outsourced accounting should weigh the cost against simpler options.
- Corvee is a capable planning tool with a large strategy library, multi-entity planning and client-ready deliverables.
- Since April 2026 it's part of Instead. Existing customers kept their accounts, data and pricing.
- Corvee doesn't publish pricing. Get a written quote and compare it to what that money would do elsewhere in your firm.
- The bigger question isn't the software. It's whether you sell a one-time plan or ongoing service with planning built in.
What Corvee is in 2026
Corvee started as tax planning software for accountants, tax advisors and financial advisors. On April 2, 2026 the company announced that Corvee was joining the Instead brand. Instead is an AI tax platform for planning, research, estimated payments, filing and IRS notice resolution, led by CEO Andrew Argue, CPA.
For Corvee customers, the change is mostly a new address. corvee.com now points to instead.com/corvee, and the FAQ there says it's the same team and platform, with the same login, credentials, pricing and features.
Source: Vendor figures from instead.com/corvee, checked November 2026
What Corvee does well
Let's give credit first. Corvee is good at the thing it was built for: turning a client's situation into a list of strategies with a dollar figure attached, then putting that in front of the client in a clean deliverable.
Deductions, entity structure, retirement, insurance and asset protection, international, exit and capital gains, and wealth management.
Plan across a client's individual return and their business entities in one view, which is how owners actually live.
Planning covers 52+ states and localities, not just federal.
Gather planning inputs from clients through questionnaires and a built-in document portal.
Custom-branded plans with projections that show clients the value of your advice.
The site says it covers current law and proposed policy, which helps when Congress is in the news.
What's changed since our 2024 review
Our first version of this article was titled "5 deep flaws." Some of what we wrote then isn't accurate anymore, so we've rewritten it. Here's what changed.
| What we said in 2024 | What's true in November 2026 | |
|---|---|---|
| Price | About $1,000 a month | Corvee doesn't publish pricing. Ask sales for a written quote. |
| What it is | Mostly a strategy checklist with a savings calculator | A strategy library plus multi-entity and state planning, client portal and branded plans |
| Company | Corvee | An Instead company since April 2026, same login and pricing for existing customers |
| Our tone | A strong "don't buy it" | Good software that fits some firm models better than others |
5 things to weigh before you buy
None of these are defects in the software. They're questions every firm should answer before buying any tax planning tool, Corvee included.
1. A plan is a snapshot, and business numbers move
A small business owner rarely knows their final profit until the year is nearly over. A plan built in March will change by September. The plan is still useful, but the real value comes from updating it as income, hiring and big purchases shift.
2. Projections are only as good as the inputs
Every planning tool runs on the numbers you give it. If the books are behind or the client guesses, the savings figure can be off. Clean, current bookkeeping comes first.
3. A big savings number sets a big expectation
Showing projected savings wins attention. It also creates a promise. If the year changes and the savings shrink, you need to have set that expectation clearly. Present estimates as estimates, every time.
4. What you ask the client to buy first matters
Every recommendation spends a little of the trust you've built. In our view, it's usually better spent on a monthly service that solves the books, payroll, planning and returns together than on a one-time plan that needs a second sale later.
5. Compare the cost to other growth spend
Once you have a quote, ask what the same money would do elsewhere. A part-time bookkeeper, a better website or local search work might bring in more good clients for some firms. For others, the software pays for itself in the first few plans.
Planning works best as a loop, not a one-time event
The real question: one-time plan or ongoing service?
Here's where our view hasn't changed. Tax planning is valuable, but for most small business owners it's one part of what they need. They also want clean books, payroll handled, taxes paid on time and someone who helps them run a more profitable business.
| One-time tax plan | Monthly outsourced accounting with planning built in | |
|---|---|---|
| What the client buys | A plan and a savings estimate | Books, payroll, planning, estimates and returns |
| When planning happens | Mostly once, with updates sold later | All year, as numbers change |
| Revenue for your firm | A larger one-time fee | Steady monthly retainer |
| Client relationship | Transactional unless you sell again | Long-term, like an outsourced finance team |
Corvee works with either model. Many firms use planning tools inside a monthly retainer. Just decide your offer first, then pick software that supports it. Our accounting firm course walks through how to package and price that kind of retainer.
Who Corvee is a good fit for
Firms that sell tax planning as a standalone advisory service, work with higher-income owners who have several entities, want a large strategy library and want polished client deliverables.
Firms just starting out, firms whose clients are mostly simple 1040s, or firms built around a monthly retainer that might get what they need from planning tools already in their tax software.
Corvee alternatives worth a demo
Every tool below is current as of November 2026. We cover each one in more depth in our tax planning software guide.
| Tool | Best for | Pricing as of November 2026 |
|---|---|---|
| TaxPlanIQ | Firms building a planning offer with coaching and an AI assistant | From $397/month (Basic, 12 plans a year) |
| Holistiplan | Financial advisors and planners reviewing 1040s | From $749/year (Basic, 30 households) |
| Intuit Tax Advisor | Firms already on ProConnect Tax or Lacerte | Not listed, license per user |
| Planner CS | Firms in the Thomson Reuters CS suite | Contact sales |
| Bloomberg Tax Income Tax Planner | Deep multiyear individual projections | Not listed |
| Drake Tax Planner | Firms already on Drake Tax | Built into Drake Tax |
How to evaluate Corvee (or any planning tool)
Write down your offer first
Standalone plan, retainer, or both? Who's the client and what do they pay? The software should fit the offer, not the other way around.
Bring a real client to the demo
Use an anonymized return with an S corporation, a rental and a spouse. See how long it takes to get to a plan you'd actually send.
Test the update
Change the income halfway through the year. How easy is it to refresh the plan and show the client what moved?
Get pricing in writing
Ask about seats, plan limits, contract length and what happens to your data if you leave.
Run the payback math
How many plans or retainers does it take to cover the cost? If it's one or two clients, that's easy. If it's twenty, think harder.
Our take
Corvee is solid software, and the move to Instead gives customers a path to a broader platform. If tax planning is your main product, it deserves a demo.
If you're building a firm around monthly outsourced accounting, start with the offer, the clients and the marketing. That's where most firms get stuck, not in the software. We've helped accounting firms with websites and marketing since 2015, and Rob built his own firm, Nuance Financial Tax & Accounting. See how we help accounting firms grow.
Questions people ask
Is Corvee still around?
Yes. In April 2026 Corvee joined the Instead brand. corvee.com now points to instead.com/corvee, and existing customers kept the same login, data, pricing and features.
How much does Corvee cost?
Corvee doesn't publish its pricing as of November 2026. Third-party estimates vary widely, so ask Corvee's sales team for a written quote that lists seats, plan limits and contract terms.
What does Corvee tax planning software do?
It matches clients to strategies from a library of 1,500+, plans across individual and business returns, covers 52+ states and localities, gathers inputs through questionnaires and a client portal, and produces branded tax plans.
What's the difference between Corvee and Instead?
Corvee is the tax planning product. Instead is the broader AI tax platform that also covers research, estimated payments, filing and IRS notice resolution. Corvee is now an Instead company.
What are the best Corvee alternatives?
TaxPlanIQ, Holistiplan, Intuit Tax Advisor, Planner CS, Bloomberg Tax Income Tax Planner and Drake Tax Planner are all current options. The right one depends on your tax software, your clients and whether you sell planning on its own.
Rob built Feedbackwrench and Nuance Financial Tax & Accounting. Since 2015, our team has helped transform 550+ small businesses with marketing, strategy and systems.
