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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Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time.
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Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.
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Wealth Docx
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement.
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