Corvee Tax Planning
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
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Soraban
Soraban is an AI-powered administrative assistant built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination, all through an intuitive, branded portal. It replaces tedious manual tasks with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail; transform document uploads into PDFs; and streamline client communications with smart, context-aware prompts. Integrated with legacy accounting systems, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.
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Vertex
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications.
Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services.
With CPA Pilot, firms can:
- Save hours every week by automating 1040 research and tax planning tasks.
- Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration.
- Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies.
- Scale their practice by onboarding new staff faster and reducing tax season stress.
Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.
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