── ── Switching guide · 2026
Corvee alternatives, starting with where Corvee went.
The fact most lists miss: Corvee is now an Instead company — corvee.com redirects there, and existing accounts continue under Instead. So the direct successor is Instead (free platform, credit-priced agent). The alternatives beyond it: deciqAI when plans must end in signed actions, Holistiplan for advisor books from $749/yr, Tax Planner Pro for planning from live books, Intuit Tax Advisor for ProConnect firms, and Canopy for planning inside practice management.
By Brad Ju, Co-founder, deciqAI · Last updated August 21, 2026
Quick answer
- Instead — the literal answer: Corvee is now an Instead company and corvee.com redirects there. The platform tier is free with unlimited users, entities and e-file; the AI agent is billed in credits whose prices aren't published.
- deciqAI — the pick when the failure isn't the plan but what happens after — each item carries the dollar figure, the specific action, who does it, and the signature step that closes it. Exposure only; it never prints a projected saving. From $30/mo.
- Holistiplan — the pick for advisors producing client-ready tax observations across a household book — Basic Tax from $749/yr at 30 households, Premium from $1,499/yr.
- Tax Planner Pro — the pick for an operating business planning from live QuickBooks or Xero data rather than from last year's return. Pricing listed at taxplannerpro.com.
- Intuit Tax Advisor — the pick if your returns already live in ProConnect — plans generate from data the engine already holds, with nothing re-keyed.
- Canopy — the pick when planning should live inside the practice platform that already holds the client record — Standard $74/user/mo annual, Tax Workflow Automation from $34 per client credit.
How we ranked these tools
We compared all six on public documentation and vendor pricing pages, read or re-verified on August 21, 2026. Disclosure: deciqAI is our own product — it competes for the same budget, and its "main limitation" names exactly what Instead does better.
First, the fact that invalidates most lists
Corvee stopped being a standalone product: corvee.com redirects to instead.com/corvee, where the FAQ states "Corvee is now an Instead company" and says existing accounts, data and workflows continue unchanged. Any 2026 list ranking Corvee against Instead as rivals is stale. This page treats "Corvee alternatives" as what it now is — a question about Instead and the rest of the planning market.
Does the plan end in an action, or a document?
Planning tools compete on strategy count and plan quality — measures of output, not outcome. We separated tools that produce a client-ready document from tools that carry each item to a named action, an owner and a signature, because the gap between a delivered plan and an executed one is where this work usually dies.
What the pricing actually scales with
Instead bills the agent by consumed credits, Holistiplan by household count, Canopy by seats plus client credits, deciqAI by flat subscription. A per-seat comparison across them is meaningless, so each entry states its own axis.
Pricing from the vendor's own page
Every figure was read or re-verified off the vendor's published pricing page on August 21, 2026. Two vendors publish no usable number — Instead's credit prices are quote-only, and Tax Planner Pro's pricing page blocked automated retrieval — and in both cases we say so and link out rather than repeat an aggregator's estimate.
The alternatives at a glance
| Platform | Starting price | Best for | Key differentiator | Main limitation |
|---|---|---|---|---|
| Instead | Platform free · agent credits quote-only | Former Corvee customers wanting the direct successor | It IS where Corvee went — free platform tier, unlimited users/entities/e-file | Agent credit prices aren't published; practical cost is a sales conversation |
| deciqAI | $30/mo (chat free) | Firms whose plans get produced but never executed | Every item carries a dollar figure, a named action, and a CPA signature step | No 1,500-strategy library and no multi-entity planning modelling |
| Holistiplan | Basic Tax from $749/yr (30 households) | Advisors producing client-ready tax observations at volume | Return scanning into a branded plan document, priced by household count | Advisor-shaped rather than firm-workflow shaped |
| Tax Planner Pro | Listed at taxplannerpro.com | Business owners planning from live QuickBooks/Xero data | Projects from live financials rather than filed returns | Lighter on multi-entity and multi-year strategy modelling |
| Intuit Tax Advisor | Bundled with ProConnect Tax — see vendor | Firms already preparing returns in ProConnect | Plans generated from return data already in the tax engine | Strongest only if you are already an Intuit shop |
| Canopy | Standard $74/user/mo (annual) · Tax Workflow from $34/client credit | Firms that want planning attached to practice management | Planning workflow inside the platform holding the client record | A practice platform first — planning depth is not its centre of gravity |
Every figure on this page was read or re-verified off the vendor's own pricing page on August 21, 2026. The Corvee→Instead relationship is taken from instead.com/corvee in the company's own words.
The alternatives, in depth
Instead
Best for: Former Corvee customers and anyone wanting the direct successor
The literal answer to "Corvee alternatives": Corvee is now an Instead company, and the product line continued there. The platform tier is genuinely free — unlimited users, unlimited entities, unlimited e-file and print filing — with the AI agent (tax research, document extraction, memos and plans, workflows, return preparation) billed in consumed credits. Credits are valid 12 months and volume lowers the rate.
Main limitation: Credit prices are not published as dollar figures — the site directs pricing to sales — so the practical cost of the agent is quote-only. The free platform tier tells you nothing about what heavy agent usage will cost.
deciqAIOur product
Best for: Firms where plans get produced and then stall
Every planning tool on this list competes on the quality and breadth of the plan. deciqAI competes on what happens after, because that is where planning work usually dies: the document is delivered, the client agrees in principle, and December arrives with nothing done. Each item carries the exposure in dollars, the specific action, whether the owner or the accountant performs it, and a signature step that closes it. Three rules keep the numbers honest — figures are exposure, never a projected saving; anything the books cannot support is flagged rather than filled in; nothing client-facing sends without a one-click approval. Disclosure: this is our product — we're not neutral, weigh accordingly.
Main limitation: No 1,500-strategy library, no multi-entity or multi-year modelling, no branded plan document. If what you want is breadth of strategies to model, Instead is deeper and this is the wrong tool.
Holistiplan
Best for: Advisors producing client-ready tax observations across a book
The strongest fit for the advisor motion rather than the tax-firm motion: scan a return, produce a branded, readable observation document, repeat across the household book. Pricing tiers by household count in both Basic and Premium (all plans are 12-month terms regardless of payment frequency), so cost tracks book size instead of staff count.
Main limitation: Household-tiered pricing grows in steps rather than smoothly, and the output is advisor-facing — observations for a client conversation, not firm workflow or execution tracking.
Tax Planner Pro
Best for: Business owners and their accountant working from live books
Connects to QuickBooks Online and Xero and projects the tax position from live financials rather than a filed return — the right shape when the client is an operating business and the useful question is what to change before year-end, not what last year's return showed.
Main limitation: Lighter than Instead on multi-entity and multi-year strategy modelling. Its pricing page blocked automated retrieval when we checked in August 2026, so we link to it rather than quote a figure we could not read at the source.
Intuit Tax Advisor
Best for: Firms whose returns already live in ProConnect
Generates client tax plans from return data already in the Intuit engine: no re-keying, no export step, no second source of truth. For a firm standardized on ProConnect that removes most of the friction other planning tools introduce.
Main limitation: Its value is almost entirely a function of already being an Intuit shop. We did not find a standalone published price separate from the ProConnect subscription, so treat cost as part of that decision.
Canopy
Best for: Firms wanting planning attached to practice management
Not a planning specialist, but the planning happens where the client record, documents and tasks already live. Tax Workflow Automation is a consumption add-on ($34 per client credit, volume discounts) on top of per-seat tiers (Standard $74, Plus $109, Premium $149 per user/mo, billed annually).
Main limitation: Planning is a module on a practice platform rather than the product itself; against a dedicated planning tool it will feel shallow, and two-axis pricing makes the real annual cost harder to predict.
Honest note: if what you want is the largest strategy library and the deepest multi-entity modelling, the answer to "best Corvee alternative" is simply Instead — that's where the product went. The rest of this list exists for people whose actual problem turned out to be something else.
Which alternative fits your actual problem
"I was a Corvee customer — where did it go?"
Our pick: Instead
Nowhere you have to chase: corvee.com now lands on instead.com/corvee, which states that existing accounts, data and workflows continue unchanged under Instead. The real decision is whether Instead's model fits you going forward — a free platform tier (unlimited users, entities, e-file) with the AI agent billed in consumed credits whose dollar prices are not published. If your usage is heavy, get the volume pricing in writing before assuming the free tier tells you anything about cost.
"We produce good plans and nothing gets done"
Our pick: deciqAI
This is the failure mode planning software is structurally bad at, because the product ends when the plan is delivered. deciqAI treats delivery as the start: each item carries the exposure in dollars, the specific action, whether the owner or the accountant does it, and a signature step that closes it. Figures are exposure, never a projected saving; anything the books cannot support is flagged rather than filled in; nothing client-facing sends without a one-click approval.
"We're advisors, not a tax firm"
Our pick: Holistiplan
Holistiplan is built for the advisor motion: scan the return, produce a branded observation document a client can actually read, repeat across the book. Pricing runs by household — Basic Tax from $749/yr at 30 households up to $11,049/yr at 750, Premium from $1,499/yr — so cost tracks book size rather than headcount.
"Our client is an operating business, and the answer is in the books"
Our pick: Tax Planner Pro
Corvee's motion started from returns. If the useful question is what to change before year-end, a tool that connects to QuickBooks Online and Xero and projects from live financials is the right shape. Tax Planner Pro's pricing page blocked automated retrieval when we checked, so we link out rather than quote a number we couldn't read at the source.
"We already prepare everything in ProConnect"
Our pick: Intuit Tax Advisor
Plans generated from return data already inside the Intuit engine remove the re-keying step and its transcription errors. The least interesting answer if you're not an Intuit shop; the most obvious one if you are.
"We want planning inside our practice platform"
Our pick: Canopy
Canopy attaches planning to the platform already holding the client record, documents and tasks — Standard at $74/user/mo annual with Tax Workflow Automation from $34 per client credit. Depth is not its centre of gravity, but attachment to the existing workflow sometimes matters more than depth.
FAQ
Does Corvee still exist?
Not as a standalone product. corvee.com redirects to instead.com/corvee, where the FAQ states "Corvee is now an Instead company" and notes that existing accounts, data and workflows continue unchanged. If you're evaluating "Corvee vs Instead," that comparison no longer exists — the real question is Instead versus the rest of this list.
What happened to Corvee's pricing?
Corvee's old pricing is moot; the successor's model is Instead's — a free platform tier with unlimited users, entities and e-file, plus an AI agent billed in consumed credits. Instead does not publish credit prices in dollars; the site directs credit pricing to sales, with volume lowering the rate and credits valid for 12 months.
What is the best Corvee alternative for tax planning?
It depends on which half of planning you need. The direct successor with the deepest strategy modelling: Instead. Advisor-facing plans across a household book: Holistiplan, from $749/yr. Planning from live QuickBooks or Xero data: Tax Planner Pro. Returns already in ProConnect: Intuit Tax Advisor. Planning inside your practice platform: Canopy. Plans that get produced but never executed: deciqAI, from $30/mo.
Why do tax plans so often fail to get implemented?
Because most planning software's job ends when the plan is delivered. The document names strategies but not who performs each one, by when, or what closes it — so execution returns to a person's memory during the busiest months of the year. Tools that carry each item to a named action, an owner and a signature step are addressing a different failure than tools competing on strategy count.
Do these tools estimate how much tax I'll save?
Most present an estimated saving — a projection built on assumptions about what you will actually do. deciqAI deliberately does not print one: it reports exposure, what is at risk if something is missed, because an exposure figure can be traced to source documents while a projected saving cannot. Educational content, not tax advice.
Useful resources
- How we source our numbers — deciqAI methodology →
- deciqAI tax & compliance solutions →
- Instead & Corvee alternatives — the companion guide →
- 6 best AI agents for CPA firms →
- Corvee is now an Instead company — official notice →
- Instead — official pricing page →
- Holistiplan — official pricing page →
- Tax Planner Pro — official site →
- Canopy — official pricing page →
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