Created by Experts. Created for You.

Our R&D tax credit platform is easy to use, a breeze to integrate, and smart enough that you can feel confident you’re getting what you deserve.

Here’s how it works for you

Everything you need to claim the R&D tax credit without stress.

Laptop Dashboard

Simple to use. Easy to love.

Our software is self-guided, so you can work at your own pace. Expert support is always available along the way.

Maximize credit with defensible claims

Driven by IRS audit guidelines, our software calculates your credit in real time. Plus, every study is reviewed by R&D tax credit experts. And you can automatically generate reports you need to substantiate and document your R&D tax credit.

Secure and encrypted data storage

Our platform makes it easy to import, organize, and store all the necessary data and documentation to defend your claim. Your privacy is important to us, and you can feel confident that your data is protected.

Every business deserves credit. We can help.

Whether you’re a startup, growth business, enterprise, or tax practitioner, our software can be customized to your needs.

Startups

Our software was designed with simplicity and compliance in mind.

Compliant, defensible R&D tax credits

Easy-to-use platform interface

Expert help available along the way

Cost-saving and time-efficient

Federal and state credits

Secure and encrypted

Growth Businesses

As your company grows, our solution supports more complex income tax credits and multi-project studies.

Compliant, defensible R&D tax credits

Easy-to-use platform interface

Expert help available along the way

Cost-saving and time-efficient

Real-time credit calculation

Secure and encrypted

Enterprise

Choose what works best for your tax team: we can deliver your compliant R&D study, or you can manage your study workflow with our platform.

Compliant, defensible R&D tax credits

Admin dashboard with progress tracking

Central hub to communicate with project managers

Manage SMEs and tasks

Federal and state credits

Efficient, central document storage

Secure and encrypted

Credit calculation engine optimizes tax benefit

Bulk import for wage, contracting, and supply expenses

Multi-year, multi-project studies that can roll over year to year

Base period calculations

Tax Practitioners

Start or grow your own R&D tax practice and create significant value for clients.

Central hub to view all client studies

Admin dashboard with progress tracking

Manage SMEs and delegate tasks to team members

Efficient, central document storage

Secure and encrypted

Real-time credit calculation

Bulk import for wage, contracting, and supply expenses

Integrate with integrity.

We play nicely with the tools you use to run your business, making it faster than ever to claim your R&D tax credit.

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