Product update · November 2026
Now find R&D credit opportunities easier & run studies with less work.
See the improvementsCompany name
We now conduct even more research on each of your clients to sharpen their estimate.
Your clients
Opportunities
Three of these companies have a credit they probably aren’t claiming.
Wayne Enterprises builds custom tooling and production fixtures to customer specification. Work of that kind routinely involves resolving technical uncertainty — which geometry will hold, which material will survive the cycle — and that is the activity the credit is designed to reach.
Create qualification reports—having something tangible gives your client a reason to think about their opportunity and helps them visualize its value. A report is a great way to start the conversation.
Your firm already holds half of the data needed for a study, such as tax returns. Provide this information for clients undergoing a study and your client will never be asked to provide what you already have.
For advisory or CFO firms that don’t file tax returns
Invite their accounting firm into your portal and they can build the client file and run studies with you. They see only the clients you share — nothing else on your list.
Studies are traditionally backwards looking—everyone had to wait until the work was a distant memory. Now clients can work in real-time as the work happens, instead of reconstructing what happened a year later.
The year closes and the study is already written.
Set up a page on your website discussing your new R&D offering. Embed our Lead Form so that your clients and prospects can investigate their R&D opportunity… and even initiate a study on their own.
Your page
Services
R&D Tax Credits
What Stark Industries sees
Starts your study with Fake, Fictional & Associates.
Your logo and your colors run through every document and screen your client sees — the report you hand them, the portal where they do the work, and the finished study they file.
Client qualification report
Study portal
Wayne Enterprises
Prepared study
These product updates allow us to do it even better.
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