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Brand case study

Building the brand system behind Corvee

A brand-new name, a fast-approaching launch, and one designer to build the Corvee design system.

Role
Art Director
Company
Corvee
Sector
B2B tax software
Year
2020–2025
Scope
Identity, design systems, collateral, web
Corvee wordmark

A logo isn't a brand. The system behind it is

As the only designer through the rebrand, I turned a new name and logo into a full identity system and the assets every team would run on, in a sprint that lasted a little over two months.

Inc. 5000
The company's first listing
$18M
Revenue behind the brand
Every team
One system, from sales to finance

The challenge

Corvee was a fast-growing startup stepping into a brand-new name, a new product, and a new industry as it moved into software. Every document, deck, email, and campaign, across every team, had to become Corvee before the new brand and product went live.

I owned that end to end. Rather than hand out one-off files, I partnered with teams across the company to build branded systems they could run themselves, so marketing, sales, finance, and customer success all had what they needed the day we launched.

The approach

From a logo to a system every team could run on

Rebrand every touchpoint

Turned every AccountingTax.com asset into Corvee in the Adobe Suite, from the identity and stationery to LinkedIn and Zoom backgrounds and email signatures for the whole company.

Build team templates

Partnered with IT to stand up a branded kit in Google Workspace, from documents and decks to the onboarding templates any team could pick up and use.

Brand business systems

Worked with business intelligence and finance to design and build branded transactional emails, journeys, invoicing, and contracts flowing through Salesforce.

Equip marketing and sales

Built campaign and ad assets, sales and demo decks, and templates in Pardot that marketers could deploy on their own.

The work

A brand, built out into a whole system

One name, one designer, and a kit that reached every corner of the company, from the identity standards to the icon library, print, social, and the screens teams showed up on.

Identity and system

Identity system and brand standards
Identity system and brand standards
A library of over 150 branded icons
A library of over 150 branded icons
Business card, front
Business card, front
Business card, back
Business card, back
Success badge, 1M Firm
Success badge, 1M Firm
Success badge, Advisor
Success badge, Advisor
Success badge, Coach
Success badge, Coach
Success badge, Solicitor
Success badge, Solicitor
Gradient cover
Gradient cover for decks and virtual events
Gradient cover
Gradient cover for decks and virtual events
Gradient cover
Gradient cover for decks and virtual events
Gradient cover
Gradient cover for decks and virtual events
Branded virtual background
Branded virtual background
Branded virtual background
Branded virtual background
Branded virtual background
Branded virtual background
Branded virtual background
Branded virtual background

Print and direct mail

Accounting Today ad, front
Accounting Today ad, front
Accounting Today ad, back
Accounting Today ad, back
Rethink the firm, front
Rethink the firm, front
Rethink the firm, back
Rethink the firm, back
Tax preparation to tax planning, front
Tax preparation to tax planning, front
Tax preparation to tax planning, back
Tax preparation to tax planning, back
The value of a tax plan, front
The value of a tax plan, front
The value of a tax plan, back
The value of a tax plan, back
TAS Scale program brochure, outside
TAS Scale program brochure, outside
TAS Scale program brochure, inside
TAS Scale program brochure, inside

Social and campaigns

Preparer to planner
Preparer to planner
The firm differentiator
The firm differentiator
Can AI do tax returns
Can AI do tax returns
Save clients thousands
Save clients thousands
Before and after
Before and after
TAS Scale virtual event
TAS Scale virtual event
AccountingTax is now Corvee
AccountingTax is now Corvee
Inc. 5000 announcement
Inc. 5000 announcement
Course library thumbnails and product cards
Course library thumbnails and product cards
7 Figure Firms event brand
7 Figure Firms event brand
Corvee Advisors cover
Corvee Advisors cover
A real client win
A real client win
Community social covers
Community social covers
YouTube channel cover
YouTube channel cover
Brand pattern and lockup
Brand pattern and lockup
Display ad, grow your firm
Display ad, grow your firm

Events and environments

Attendee name badge
Attendee name badge
Speaker name badge
Speaker name badge
Conference banner stand
Conference banner stand
Table name tent
Table name tent
Event collateral in use
Event collateral in use
Step and repeat event wall
Step and repeat event wall

Decks

Presentation systems for client kickoffs, program events, and internal reviews, from title slides through process diagrams, all built on one branded template.

Kickoff deck, welcome
Kickoff deck, welcome
Kickoff call, cover
Kickoff call, cover
Scale Q and A call
Scale Q and A call
Ongoing support overview
Ongoing support overview
Onboarding process
Onboarding process
Onboarding timeline
Onboarding timeline
Firm health dashboard section
Firm health dashboard section
Tax policy briefing
Tax policy briefing
Branded title template
Branded title template

What carried into Instead

When Corvee became Instead, the momentum came with it. The strategies I built, the way we created content, and many of the resources carried straight into the new brand. Corvee's legacy is a big part of what propelled Instead.

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