Kevin Gray CEO

Case Study: Startup

Pain-free process.

Tell us about your company and your role.

My name is Kevin Gray. I am the CEO at ApproveMe.

ApproveMe is the creator of The Document Signing Experience™, an easy-to-use platform that turns your boring documents into a jaw-dropping customer experience. This comprehensive platform evolved from WPESignature, the #1 self-hosted way to get documents signed online using your WordPress website. They’ve also created a contract template library with over 100+ ready-to-sign contracts, including agreement templates for creatives, freelancers, photographers, and agencies, as well as general agreements for small business owners.

Why did you choose Clarus R+D?

I might be able to change a light bulb but I’m not an electrician. The same goes for these complicated tax credits. I searched high and low for a firm that specializes in R&D credits after our CPA was not able to figure the tax credits out. It was between one company that wanted over $20k upfront or Clarus R+D who communicated that they were the Gusto approved R&D credit firm. Clarus was substantially more affordable, personable, and seemingly more knowledgable than this other “R&D credit shark” company. It was a no-brainer for us!


Hiring Clarus R+D was one of the best decisions we ever made as a company. You’d be crazy for not hiring them!


How have you used your R&D tax credit?

We are actively using our first $40k+ R&D credit from 2020. We are planning on applying for a 2018, 2019, and 2021 R&D credit.

What was your experience with the Clarus R+D team?

I was blown away by the frequent check-ins, pain-free process of submitting our accounting and R&D data. Even the other day on a call, one of their team members found another $50k credit we qualify for.

What advice would you give others looking to benefit from the R&D tax credit?

Clarus helped us qualify for over $160k worth of back-dated credits! Hiring Clarus R+D was one of the best decisions we have ever made as a company. Their incredible team helped us identify tax refunds that our CPA missed. Clarus R+D is highly personable and extremely knowledgeable about startup accounting, and you’d be crazy for not hiring this company!

Year Founded: 2013

Headquarters: San Francisco, CA

Focus: E-signature software


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