Compliant. Defensible. Easy.
File your R&D tax credit with confidence. With a customized mix of technology and support, we’ll walk with you every step of the way.

How we help
Our R&D tax credit platform helps you confidently manage your study
while ensuring compliance and saving you time.

Defensible
Our platform is secure and reliable to defend your earned credits. Derived from IRS guidelines, our software facilitates the collection of all required R&D credit information.

Secure
Instead of data loosely shared by email, our platform ensures your information is secure all in one place.

Efficient
Our platform simplifies your R&D study workflow by distributing tasks, sending notifications to SMEs, and monitoring study progress.

Cost-saving
By teaching you how to streamline your R&D study using our platform, our goal is to save you money by relying less on outside services.
Case Study: Large auto glass repair company
THE CHALLENGE
The company struggled with centralized data collection to efficiently organize and complete a timely R&D study and ensure they remain compliant.
THE SOLUTION
Using our compliant R&D tax platform, the tax director had transparency into their R&D study to distribute tasks, send notifications to SMEs, and monitor study workflow.
THE RESULT
Out of $250M overall technology spend, $44M met the standard of qualified research expenses, providing the company with $4.8M in federal and state R&D tax credits.
Schedule a Consultation
Talk to one of our tax experts to learn more.