Instead (formerly Corvee)

Advanced cloud-based tax planning and client collaboration software for tax professionals, CPAs, and financial advisors. Automates complex tax planning workflows including proactive client data collection, scenario modeling, tax projections, and fraud detection. Rebranded from Corvee in 2026.

Overview

Instead (https://instead.com) is a tax optimization & planning solution designed specifically for financial advisors, planners, and wealth management professionals. Cloud tax planning: scenario modeling, projections, client collaboration, fraud detection. Formerly Corvee. The platform addresses core workflow challenges in tax optimization & planning by combining automation, compliance awareness, and integration with the advisor technology stack.

Market Context

The financial advisory technology landscape has evolved rapidly since 2020. Advisors managing $100M+ in assets typically use 8-12 software tools, creating integration challenges and workflow friction. Instead positions itself as a tax optimization & planning leader by focusing on tax return analysis, Roth conversions, harvesting strategies, multi-year projections, CPA collaboration while maintaining the security and compliance standards required by RIAs, broker-dealers, and hybrid advisors.

Core Functionality

Instead's primary value proposition centers on Automated tax planning workflows, Proactive client data collection, Multi-scenario tax modeling. The platform was built to address specific pain points: advisors spend 15-20 hours per week on administrative tasks that could be automated, client reporting consumes significant staff time, and compliance requirements continue to expand. By centralizing tax return analysis, Roth conversions, harvesting strategies, multi-year projections, CPA collaboration, Instead reduces manual work and improves consistency across client engagements.

Key Features Deep Dive

1. Automated tax planning workflows

Automated tax planning workflows enables advisors to streamline their tax optimization & planning workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with Leading tax software, QuickBooks to maintain data consistency across the tech stack.

2. Proactive client data collection

Proactive client data collection enables advisors to streamline their tax optimization & planning workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with Leading tax software, QuickBooks to maintain data consistency across the tech stack.

3. Multi-scenario tax modeling

Multi-scenario tax modeling enables advisors to streamline their tax optimization & planning workflow. This capability is particularly valuable for firms managing 50+ client relationships where standardization and scalability become critical. The feature integrates with Leading tax software, QuickBooks to maintain data consistency across the tech stack.

Integrations & Ecosystem

Instead integrates with: Leading tax software, QuickBooks, Xero, CRM systems, Document management. The platform supports Web, API deployment.

Pricing & Access

Pricing: Contact for pricing. The platform targets CPAs, Tax Advisors, Financial Advisors, Tax Advisory Firms, Family Offices.

Limitations & Considerations

- Rebranded from Corvee (2026) - Pricing not publicly disclosed - Primarily CPA/tax pro focused - Fraud detection is newer module - Feature depth may exceed needs of simpler practice models - Data migration from legacy systems requires planning and vendor support

Verdict

Instead (formerly Corvee) brings sophisticated tax planning automation with AI-powered fraud detection to the advisor market, offering deep scenario modeling and CPA-advisor collaboration tools for complex tax situations.