Created by Experts. Created for You.
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