Corvee, now part of Instead, and Holistiplan are the two names a tax planner hears first: upload the return, run the strategies, deliver a branded plan. Both are planning engines for the firm. Neither is where the client's money lives during the year, and that is the gap this page is about: a plan built in February on last year's return, for a client with four entities whose numbers have moved by June. HaraPro is not a replacement for either tool. It is the client-side system that keeps the numbers the plan depends on current, and feeds them to whichever planning tool the firm uses.
Product facts are from each vendor's published pages as of September 2026; Instead's firm pricing is quoted on request and is not reproduced here.
| Corvee / Instead | Holistiplan | HaraPro | |
|---|---|---|---|
| Built for | Firms building and delivering tax plans, 1,500+ strategies, multi-entity scenarios | Advisors and tax pros scanning returns and producing tax reports and scenarios | The client's books across entities, with a live tax forecast the firm can read |
| Data source | Client returns and documents via portal; integrations with tax prep and accounting software | Uploaded federal returns and transcripts; state analysis on Premium | Live bank feeds (Plaid) or uploaded statements, classified by entity |
| Cadence | Plan built at engagement, updated when the firm updates it | Report at return upload; scenarios on demand | Continuous, as transactions post |
| Multi-entity | Yes: 1040, S-Corp, partnership, trust modeled together | Return-level; entities as they appear on the return | Native: each entity has its own books, loans between them linked |
| Client access | Portal for documents and plan delivery | Client upload link on Premium | Client's own login; firm invited or Partner tenant |
| Deliverable | Branded tax plan | Branded tax report and scenario comparisons | Not a plan; a forecast and the books behind it |
| Price | Annual firm license, quoted | Basic Tax from $749 a year (30 households) to $11,049 (750); Premium from $1,499 to $15,499 | Partner $499 a month or $4,989 a year plus $24.90 to $139 a month per client; clients direct from free to $199 a month |
Corvee, rebranded as Instead in 2026, is the strategy engine: a library of more than 1,500 strategies, multi-entity planning that models the 1040 alongside the S-Corp, the partnership and the trust, scenario comparison, a client portal for document requests, and a branded plan the firm charges for. Holistiplan is the return reader: upload a 1040 and it produces a report and the planning observations in minutes, with scenario analysis, Roth conversion projections and state analysis on Premium, priced by household count so a small practice can start under $1,000 a year. Both are built for the firm, deliver a document the firm sells, and have earned their place. Nothing on this page suggests replacing them.
Both tools plan from documents: last year's return, this year's projected numbers as the client reported them, the financial statements the bookkeeper produced. For a W-2 client that is enough. For an owner with four entities, the inputs move every month: the S-Corp's profit, the distributions the owner has already taken, the rental LLC's new loan from the holding company, the estimated payment that was skipped. The plan delivered in February assumed a $110,000 salary and $90,000 of distributions; by September the distributions are $140,000 and the plan's strategy 7 no longer applies. The firm finds out at year end, in the return, when the planning window has closed. The planning engine did its job; the data it planned on was a photograph. Our guide on tax planning for clients with multiple entities walks through where the snapshot fails.
HaraPro sits with the client between plans. Each of the client's entities has its own books, fed by bank connections or uploaded statements and classified by AI, with the owner's personal accounts beside them. Draws, salary and distributions are labelled as they happen, so the salary-to-distribution ratio the plan depends on is a live number. Loans between entities are instruments with each payment linked, so the intercompany balances the return has to reconcile are already matched. The tax forecast runs continuously across the entities: estimated payments, S-Corp compensation, deductions by entity, and it moves when the client's behavior moves. The planner is invited into the account, or runs the client as a tenant on the Partner tier, and reads the current picture whenever a strategy is checked, rather than at the next document request. The tax page shows the forecast.
The firm builds the plan in Instead or Holistiplan at the start of the engagement, from the return. The client's entities live in HaraPro through the year. At each quarterly check, the planner opens the client's HaraPro view, compares the live salary, distributions, entity profits and intercompany balances against the plan's assumptions, and updates the scenarios in the planning tool where they have drifted. At year end, the books arrive reconciled, with the intercompany loans matched on both sides, and the return is a confirmation of the plan rather than a discovery of what went wrong. The planning tool keeps the strategy; HaraPro keeps the strategy honest.
| Situation | Planning engine | HaraPro |
|---|---|---|
| Small practice, mostly W-2 households | Holistiplan Basic from $749 a year | Not needed for those clients |
| Practice with entity-heavy owner clients | Instead (quoted) or Holistiplan Premium from $1,499 a year | Partner, $499 a month or $4,989 a year, plus $24.90 (Starter), $54.90 (Pro) or $139 (Unlimited) a month per client, no revenue share |
| A single owner client who wants the live view | Either | Client subscribes directly: Pro $79 a month or $789 a year for ten entities; Unlimited $199 a month or $1,989 a year; planner invited free |
| Multi-office firm or RIA | Enterprise terms | Enterprise $999 a month or $9,989 a year; white-label as it ships |
Keep the planning engine; the choice between Instead and Holistiplan is about strategy depth against price per household, and both are good. Add HaraPro for the clients whose plans go stale: owners with several entities, S-Corp owners whose distributions drift, families with loans between trusts and companies. The Partner tier has no revenue share and a flat fee per client, and the page for firms has the terms; a client can also subscribe directly and invite the planner in.
No. Corvee (now Instead) and Holistiplan are planning engines that build and deliver tax plans from returns. HaraPro is the client's books across entities with a live tax forecast; it keeps the numbers the plan depends on current and feeds them to the planner.
Corvee became part of Instead in 2026. The tax planning platform continues under the Instead name; existing customers were told their pricing stays the same.
No. It produces a continuous tax forecast across the client's entities and the reconciled books behind it. The strategy and the branded plan stay in the firm's planning tool.
The client invites the planner into their account, or the firm runs the client as a tenant on the Partner tier with a consolidated view across clients. Either way the planner sees the live salary, distributions, entity profits and intercompany balances.
Partner is $499 a month or $4,989 a year, plus a flat $24.90, $54.90 or $139 a month per client by plan, with no revenue share. Enterprise is $999 a month or $9,989 a year.