We Use The Project Allocation Methodology
We created the R&D Incentive Software Hub as a platform for Advisors to collaborate with their team members and clients in creating contemporaneous documentation and substantiating their R&D tax credit claim. We use the project allocation approach to satisfy the nexus requirements set forth by the IRS. Our software enables Advisors to focus more on serving clients and focus less on the administrative process.
Increase Your Firm's Bottom Line
Managing your R&D projects efficiently allows your firm to increase profitability. Our collaboration software helps to manage your team and clients more effectively.
Delight Your Stakeholders
Our platform creates an intuitive on-boarding experience for your potential clients and referral partners. With streamlined data collection and automated administrative process, your clients will have a delightful experience and happier team members.
Manage More Projects In Less Time
Our software automates the entire R&D tax credit process for you - saving you and your clients valuable time. With more time, you can take on more projects throughout the year, and close more leads with a superior product.
Onboard & Qualify
Easily onboard and guide your clients through the 4-part test to quickly determine eligible projects.
Gather & Manage
Tracks time and automatically sends surveys to clients. Follow up and gather more documents from anywhere.
Claim & Report
Calculates and maximizes your R&D tax credit claim and painlessly generates IRS-approved supporting documentation in the event of an audit.
( Per Client / Month )
Unlimited User Access & Unlimited Projects
Contemporaneous Time Tracking & Eligibility Assessment
Survey Management & Automated Distribution
Completed Standard Reports & Secured Document Storage