The R&D Tax Credit Platform Built For Accountants
We’ve helped 50+ firms launch and scale their own R&D tax credit services, and we’d love to partner with your firm next!
Your Technology
Partner
The TaxCredit.ai platform streamlines and automates the R&D Study workflow at scale. Our software integrates with:
Best practices R&D documentation
Generates documentation of Qualified Research Activities (QRAs) to protect the client’s tax credit in the event of an audit.
Maximize tax savings for clients
Calculates the maximum tax credit for you (Regular method and Alternative Simplified Credit method).
Human-proof form completion
Auto-fills Form 6765 with the required amounts, so you don’t have to copy them over.
Data-driven workflows minimize risk
Analyzes available client data from the most popular project-tracking platforms to calculate each employee’s R&D time and create work-logs substantiating their R&D activities.
It’s not just software
When you partner with TaxCredit.ai, you get access to all of the resources we’ve created through our experience helping other firms launch: decks to educate staff on the R&D tax credit eligibility rules, client process guides, best practices for R&D study guides, recent case law, and more.
On-call expertise
In addition to software onboarding, training, and continuous support, you gain access to on-call expertise from an R&D tax credit expert CPA.
Software + Support
White-labeled with your firm's branding and URL
AI-powered R&D credit software platform
Partner resources & on-call expertise
Who performs the R&D studies
Your Staff
Pricing