Instead (formerly Corvee Tax Planning Software)

by Instead  · Based in United States → — AI tax software for tax research, planning, filing, and defense.
Family Medicine Internal Medicine Pediatrics
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Starting at $16/month for individuals, with specific tiers for businesses and accounting firms.

Overview

Instead, formerly Corvee Tax Planning Software, is an AI-powered tax management platform designed to revolutionize how individuals, businesses, and accounting firms approach tax planning and compliance. It transforms reactive tax filing into a proactive financial strategy by leveraging artificial intelligence to analyze tax returns, identify eligible deductions, credits, and advanced tax strategies.

The platform provides access to a comprehensive suite of tools and strategies, specifically tailored for various entity types including individuals (1040), C Corporations (1120), S Corporations (1120S), Partnerships (1065), and Trusts & Estates (1041). Instead aims to help users and tax professionals find every eligible tax-saving opportunity, from basic credits to complex scenarios, ensuring maximized tax outcomes. It also streamlines documentation, reporting, and eventually, the tax filing process.

Reviewed by Pouyan Golshani, MD — Interventional Radiologist

Key Features

  • AI-powered tax strategy identification and analysis
  • Automated documentation generation and e-signing
  • Comprehensive tax reports (analysis, plans, strategies)
  • Estimated tax payment calculation
  • Tax extension management
  • AI-driven document requests and collection
  • Activity tracking for human and AI collaboration
  • Tax return preparation and e-filing (IRS approved for various entities, state certifications expanding)
  • QuickBooks integration
  • Client portal for collaboration
  • Multi-entity support (1040, 1120, 1120S, 1065, 1041)
  • Access to 1,500+ tax planning strategies

Use Cases

  • Optimizing tax outcomes for high-income physician clients
  • Strategic tax planning for individuals, sole proprietors, and real estate owners
  • Advanced tax planning for C Corporations, S Corporations, Partnerships, Trusts & Estates
  • Automating tax preparation and compliance workflows for accounting firms
  • Identifying and maximizing eligible deductions and credits (e.g., R&D, WOTC, home office)
  • Generating audit-ready documentation and financial reports

What Physicians Need to Know

Tax Optimization Strategies
Instead offers over 1,500 federal and state tax planning strategies, leveraging AI to analyze tax returns for eligible deductions, credits, and optimal legal structures. It provides personalized recommendations for individuals and businesses, covering areas like maximizing deductions, retirement planning, and capital gains planning. The platform generates detailed reports including Tax Return Analysis, Tax Plan, and Individual Strategy Reports with calculations and actionable plans. It also supports tax loss harvesting.
1099/W-2 Support
The tool helps organize tax documents, including W-2s and 1099s. It supports the preparation and e-filing of various forms, including 1040, 1120, 1120S, and 1065. Instead plans to offer free tax return preparation and filing for these forms, with full availability for the 2026 tax year.
Retirement Planning (401k/403b/457)
Instead includes retirement planning as a key strategy area, helping users determine optimal retirement accounts and when to pay taxes. It supports both Roth 401k and Traditional 401k plans, assisting with eligibility, maximizing contributions, and monitoring growth with real-time updates. The platform can provide personalized recommendations related to retirement based on individual tax situations.
Multi-State Tax Support
The software offers comprehensive state and local tax planning, with support for over 52 states and localities built-in. It facilitates multi-entity and multi-state filing, with plans to cover 100% of states and major cities for the 2025 tax year.
Physician Tip

Physicians often have intricate financial situations involving diverse income streams (W-2, 1099 for locums/consulting), complex business structures (S-corps, LLCs), and significant student loan burdens. Instead's AI-driven tax optimization, multi-entity support, and extensive strategy coverage can be particularly beneficial for identifying every eligible deduction and credit, optimizing legal structures, and proactively planning for retirement and investments to minimize tax liabilities and enhance wealth accumulation.

Instead integrates with over 2,000 applications, including various tax preparation systems, through Zapier. It allows for seamless import of expenses from connected apps and enables users to add tax documents from computers, cloud drives, and linked accounts. For firms, the platform facilitates transferring calculated data into existing tax preparation software for filing.

Details

Category Physician Finance & Tax
Pricing Starting at $16/month for individuals, with specific tiers for businesses and accounting firms.
  • Individuals, Sole Proprietors, Real Estate Owners: Starting at $16/month; Businesses (Small and Medium Sized): Starting at $24/month (e.g., for C Corp); Instead Pro (for accounting & tax firms): Pricing based on number of entities, not users
DeploymentCloud-based (SaaS)
Compliance
BAA AvailableUnknown AI-estimated
HIPAA CompliantUnknown AI-estimated
FDA Status Unknown AI-estimated — N/A
Integrations
EHR Not specified
Specialties Family Medicine, Internal Medicine, Pediatrics

What the Web Says

Instead, formerly known as Corvee Tax Planning Software, is an AI-driven platform designed for tax professionals, including CPAs and tax advisory firms, to streamline and enhance tax advisory services. It aims to automate complex tax planning scenarios, generate real-time tax savings recommendations, and improve client collaboration. The software has rebranded in 2026 to integrate AI capabilities and a more robust client workflow, claiming a 35% increase in planning efficiency compared to its legacy version.

Overall: Mixed

Strengths

  • AI-driven tax strategy engine and recommendations
  • Automates complex tax planning scenarios and workflows
  • Seamless integration with leading tax preparation and accounting software (e.g., Drake, Lacerte, ProConnect, CCH Axcess)
  • Reduces tax planning process time significantly (e.g., from 8 hours to under 5 hours per client)
  • Secure cloud-based access with SOC 2 Type II compliance and AES-256 end-to-end encryption
  • Offers a client portal for dynamic document uploads, e-signatures, and real-time status tracking

Limitations

  • Can be very expensive, with pricing ranging from $1,200/year for solo practitioners to over $15,000/year for enterprise plans
  • Some users found the previous Corvee version slow and inflexible
  • May not be cost-effective for smaller clients
  • Concerns raised about the previous Corvee business model focusing heavily on selling high-cost tax plans rather than ongoing services
  • Some past users reported issues with text recognition and limited scanning capabilities in the older Corvee software
  • One user felt it was more of a marketing tool than a true tax planning software

Based on reviews from: Uncle Kam, Reddit, Capterra, G2, SourceForge, Genwise, Physician on FIRE, Feedbackwrench, Slashdot

Last updated: 2026-07-28

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Press & Coverage

Uncle Kam
What Happened to Corvee? The Instead Rebrand Explained (2026)
Corvee fully rebranded to Instead in early 2026, integrating AI-driven capabilities and a more robust client workflow to increase planning efficiency by 35%. The new platform offers enhanced client engagement features and supports integrations with major tax preparation and accounting platforms.
2026-01
GlobeNewswire
Corvee Joins the Instead Brand as Company Nears 100% Government Approvals
Corvee announced on April 2, 2026, that it is joining the Instead brand, with existing accounts and data remaining accessible. This transition coincides with Instead's near completion of government approvals across all U.S. federal and state tax jurisdictions for tax year 2025, making it an AI-native platform for unified tax experiences.
2026-04
Uncle Kam
Instead (Formerly Corvee) Review (2026): AI Tax Planning Software
Instead, rebranded from Corvee in 2026, is an advanced AI-driven tax planning platform for tax professionals, offering up to 35% faster client engagement workflows and a 28% increase in tax savings recommendations accuracy. It integrates with leading tax software and provides real-time tax savings recommendations.
2026-01
Accounting Today
Instead to offer free tax prep and filing - Accounting Today
Instead plans to offer free tax return preparation and filing for various forms (1040, 1041, 1120, 1120-S, and 1065), with CEO Andrew Argue stating that tax filing should be free on principle and that new revenue models are needed in the evolving tax preparation market.
2025-09
CPA Practice Advisor
IRIS Software Group Announces Strategic Investment in AI-Powered Tax Management Platform, Instead - CPA Practice Advisor
IRIS Software Group made a minority investment in Instead, an AI-powered tax platform that automates tax preparation and helps accountants shift to strategic advisory. Instead has received IRS approval to e-file individual and business tax forms and is expanding its authorization across all U.S. states.
2025-05
CPA Practice Advisor
Corvee to Launch Professional Tax Prep System Under Its 'Instead' Brand
Corvee announced it will launch a new professional tax preparation system under its 'Instead' brand, supporting the preparation and e-filing of common annual tax returns. The system, approved by the IRS, includes integrated AI capabilities to automate preparation processes by 70-90 percent.
2024-12
CPA Practice Advisor
Corvee Adds New and Updated Strategies to Instead - CPA Practice Advisor
Corvee released nine new and two updated strategies for Instead and Instead Pro, featuring an AI-centric experience and new tax positions across sole proprietor and business tiers. The updates include integrations with QuickBooks, bank, investment, and retirement accounts, along with upgraded AI document creation and e-signing capabilities.
2024-05
Business Wire
Corvee Introduces Instead and Instead Pro, Revolutionizing R&D Tax Credit Management
Corvee launched Instead and Instead Pro, AI-powered solutions designed to help businesses and accounting firms manage and optimize Research & Development (R&D) tax credits. These products simplify complex tax processes and make R&D tax credits more accessible and affordable.
2023-06

Videos

Product demos, reviews, and walkthroughs for Instead (formerly Corvee Tax Planning Software).

View all on YouTube

Frequently Asked Questions

Instead leverages AI to analyze financial data, identify tax-saving opportunities, and generate supporting documentation for various tax positions relevant to physicians, such as health reimbursement arrangements, home office, and vehicle expenses. It utilizes financial data imported from connected apps like QuickBooks to provide personalized recommendations and proactive tax strategies.
Instead is SOC 2 certified, demonstrating its commitment to robust data security and integrity. The platform adheres to stringent privacy policies and offers access management features, allowing users to control who views sensitive financial information. It aims to meet global, regional, and industry-specific compliance standards to safeguard your data.
While Instead's AI identifies numerous tax strategies, AI tax software generally has limitations in nuanced judgment and adapting to highly unconventional or complex scenarios like multi-state filings or unique business structures. Human oversight from a qualified tax professional remains crucial for interpreting intricate tax laws and specific financial situations.
Instead offers pricing starting at $16 per month for individuals and sole proprietors, with various options available for businesses and accounting firms through Instead Pro. The pricing is based on the number of entities managed, not the number of users, allowing physicians to add team members or advisors without additional fees.
Yes, alternatives such as Hive Tax AI and Mezzi also offer AI-powered tax optimization for high-income earners and professionals. Instead differentiates itself by providing an AI-driven conversational experience, automatic documentation generation, and a strong focus on proactive tax strategy identification, with upcoming e-filing capabilities.
Instead's AI is designed to complement, rather than replace, human expertise by automating strategy identification and documentation. For complex physician-specific tax situations, the platform facilitates collaboration by allowing users to invite their tax professional to review and provide nuanced judgment, ensuring compliance and accuracy.
Yes, Instead offers integrations with popular accounting software like QuickBooks, enabling seamless import and categorization of financial data. It is also designed to integrate with tax preparation software to streamline the process of translating tax liability calculations into completed returns for filing.

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Suggest an Edit → | Last Verified: 2026-04-26 | First Added: 2026-04-26
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