Product · White-labeled R&D Tax Study Software
Incentive Partner helps your firm see it, size it, and helps your clients capture 10–20% of qualifying R&D spend — delivered under your firm's name.
See how it works ↓01 — What you can't see yet
R&D activities qualify across far more of the economy than most firms assume. A manufacturer refining a process. A software shop iterating on architecture. A brewery dialing in a new fermentation. An engineering firm working through a design no one has built before. And on, and on...
The opportunity isn't a list of prospects you need to go find. It is a list of clients you already have.
Incentive Partner shows your firm — across your whole book — who is likely to qualify, and what their credit is likely worth.
02 — The shift that makes it possible
Incentive Partner reviews your client list and identifies who is likely to qualify for the R&D credit — and what the credit is likely worth to each of them. Your firm stops guessing where the opportunity is, and starts working from a prioritized list.
Clients complete their R&D study inside the software, step by step. Our R&D tax specialists support each client personally and responsively — answering questions, clarifying qualifying activity, handling edge cases.
Your firm does not need the R&D skill set. Your staff's hours stay yours.
Each study is calculated by software against the current tax code, reviewed by AI against prior case law and IRS guidance, and verified by human specialists. Substantiation is documented as the study is completed — so the work is audit-ready on day one.
The portal, the communication, the deliverables — all of it carries your firm's brand, not ours. Your clients experience a new capability from you.
The arrangement
Incentive Partner earns only when your client captures a credit. Your firm's upside is ours — which is why the effort we put into finding every qualifying dollar is not a line item to you. It is our entire reason to be here.
03 — What the practice becomes
A quiet change in what the firm is for.
Most firms spend most of their hours on commodity compliance — necessary work, competed on price, with predictable ceilings on what the firm can earn and what the client can feel.
Studies delivered through Incentive Partner commonly bill at $5,000–$50,000, and often more. They recur every year the client qualifies. But the number is not the point. The point is that your firm is now the one delivering real, tangible value to your client — not filing a form they have to pay for.
That changes how clients talk about your firm. Over time, it changes what your firm is for.
We'd love to show you how you can provide more value to your clients with Incentive Partner.