Easy to use, automated by AI
The R&D tax credit can save your company 10% of its research expenses. We'll help you claim it.
Import your data
Import data from any project management or task-tracking tool. And for software developers, import metadata from Git or another version control system. We integrate with (among others):
We tag each task
Using machine learning, we automatically classify each task as qualified, excluded, or partially qualified under IRS guidelines. We’ve trained our models on 7 million tasks, and you can add custom rules.
Link your payroll
Import or manually upload your payroll data. We automatically match usernames to personnel, track costs for state R&D credits, and exclude costs outside the US.
We calculate employee qualified time
We use your data to calculate each person's time spent on qualified research, and multiply by their compensation to get qualified research expenses. We handle the 35% contractor haircut and the 80% bonus.
Review by our team
Our experienced CPA and customer success pros answer your questions, double-check your documentation, and make sure you don’t leave money on the table.
Ready to file
We deliver a detailed R&D report and a filled-in Form 6765 for your tax preparer. Plus, if applicable, Form 8974 for the payroll credit, and the additional writeup required for amended returns.