Pricing · The Partnership Model

No subscription. No platform fee. No study fee.

Incentive Partner operates with a simple revenue-share model. We earn a share of what your firm bills for a study — and only when your client actually captures a credit. There is nothing to pay while your firm evaluates our services, and nothing to pay going forward — just when your firm actually earns.

How the model works

01 — How the model works

The fee is a share of what your firm bills — paid only when your client captures a credit.

  1. 01

    Incentive Partner identifies the opportunities.

    Incentive Partner shows your firm which clients are likely to qualify, and what their credit is likely worth. Your firm chooses where to start. Discovering your client's opportunities costs nothing.

  2. 02

    Your firm engages the client and sets the billing.

    Your firm brings the study to the client under your own name, and sets the bill. Pricing is your firm's decision, consistent with your market and your relationship.

  3. 03

    Incentive Partner runs the study.

    Incentive Partner's white-labeled software and our specialists support your client through the study. We calculate, audit, and substantiate the credit. Your firm stays in the relationship; the work happens under your brand.

  4. 04

    When a credit is captured, your firm pays a share of what it billed.

    Incentive Partner's fee is a share of the study billing your firm sets — never a separate invoice to your client, never charged outside of this arrangement.

If no credit is captured, no fee is owed.

02 — What the revenue-share covers

Everything the study needs
is already in the fee.

Your firm is not billed separately for the work of delivering or supporting a study — from surfacing the opportunity in your book, to supporting the client through completion, to substantiating and defending the credit.

  • Opportunity discovery and credit sizingacross your firm's whole client list
  • R&D specialist supportdirectly to each of your clients, every step
  • AI and human study reviewagainst tax code, case law, and IRS guidance
  • Substantiation and documentationaudit-ready from the day the study is completed
  • Filing supportyour firm files; we supply everything the return needs
  • Audit defenseif it is ever needed, by the specialists who built the study

Occasional direct costs — such as postage for client mailings — are handled at cost, in addition to the revenue-share.

03 — What your firm doesn't have to agree to

No subscription.
Nothing to pay to use the software.
No minimum or maximum.
Run one study. Run a hundred.
No commitment.
Your firm is never locked in.
No exclusivity.
Work with whomever your firm prefers, however your firm prefers.

Incentive Partner earns only when your client captures a credit. That is why the software is built to find every qualifying dollar in your book. That is why our specialists are given to support your clients as generously as they are. Your firm's upside is ours — and if your firm wins (because your client wins), so do we.

Capture your firm's opportunities.

We'd love to show you how you can provide more value to your clients with Incentive Partner.

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