R&D credit platform
Neo.Tax
Enterprise AI for R&D tax, Section 174, and software capitalization
Enterprise AI that automates R&D tax credit studies from engineering signals such as Jira and GitHub, with SOC 2 Type II posture and optional single-tenant or customer-hosted deployments.
Programs covered
Jump to Index explainers for each program.
What it is
Positioning on the Index: software evidence layer, complementary to advisory practices.
Neo.Tax is an R&D Credit Platform on The Credit Index: documentation, substantiation, or capital-recovery software for R&D incentives. Enterprise AI that automates R&D tax credit studies from engineering signals such as Jira and GitHub, with SOC 2 Type II posture and optional single-tenant or customer-hosted deployments. Neo.Tax is listed on The Credit Index as an R&D Credit Platform (software / solutions), not as an advisory practice. It is complementary to R&D tax advisers: the platform supplies documentation, substantiation, or recovery workflows; advisers remain responsible for claim strategy and filing where applicable. Programs referenced in public materials: United States.
Neo.Tax is listed on The Credit Index as an R&D Credit Platform (software / solutions), not as an advisory practice. It is complementary to R&D tax advisers: the platform supplies documentation, substantiation, or recovery workflows; advisers remain responsible for claim strategy and filing where applicable.
Informational directory listing. Not tax, legal, or accounting advice.
How capital is recovered
A four-step loop: discover activity, secure evidence, organize to program rules, sustain across filing cycles.
Step 01
Connect
Connect the systems Neo.Tax already supports (engineering, finance, or payroll sources named on the vendor site) so eligible activity is visible without reconstructing year-end spreadsheets from scratch.
Step 02
Qualify
Surface candidate projects and spend against the programs Neo.Tax markets for (IRC §41), with human review where the vendor includes expert checks.
Step 03
Document
Produce claim-ready narratives, cost schedules, and evidence packs structured for the administering authority's filing or enquiry posture.
Step 04
Sustain
Keep contemporaneous records across filing cycles so next year's claim is not a scramble, and so audit trails stay traceable.
Product stack
Named modules, not generic SaaS bullets: the agentic pipeline and jurisdiction analysis surfaces.
- Open solution →
Capability 01
AI agents for project creation, IRS qualification, QRE calculation, and narratives
- Open solution →
Capability 02
Ticket-level R&D allocation from Jira, GitHub, and Linear
- Open solution →
Capability 03
Section 41, Section 174, and ASC 350-40 software capitalization support
- Open solution →
Capability 04
Enterprise security with SSO and closed-off LLM options
- Open solution →
Capability 05
ONESOURCE Income Tax integration path for Form 6765 workflows
Integrations
Jira / GitHub / Linear / Thomson Reuters ONESOURCE
Integrations named from public vendor materials; confirm current connectors with the vendor.
Jurisdiction modules
Program codes, what AutoDoc produces, and deep links into vendor hubs plus Index explainers.
United States - IRC §41 Research Credit
IRC §41
- Eligible activity identification support
- Evidence and narrative packaging
- Cost / QRE or expenditure scheduling where applicable
- Audit-oriented documentation trails
Vendor hubs
Guides
Who it is for
Finance and tax buyers, engineering leaders who refuse timesheet chase, and advisers who need an evidence layer.
CFO / VP Finance
Recover eligible R&D capital with clearer evidence and less engineer chase.
Controller / VP Tax
Jurisdiction-aligned documentation for filing teams and advisers.
R&D finance lead
Sustain programs year over year with contemporaneous records.
Founder / operator
Size opportunity and run lean substantiation workflows.
R&D tax consultants & accountants
Scale client delivery with software evidence layers complementary to advisory practices on the Index.
Case study & guides
Proof narrative and the Autodoc hubs AI and humans can cite.
FAQ
Structured for humans and AI extraction. Software platform, not advisory practice.
- What is Neo.Tax?
- Neo.Tax is an R&D Credit Platform listed on The Credit Index. Enterprise AI that automates R&D tax credit studies from engineering signals such as Jira and GitHub, with SOC 2 Type II posture and optional single-tenant or customer-hosted deployments.
- Is Neo.Tax a tax advisory firm?
- No. The Credit Index lists Neo.Tax as software / solutions (an R&D Credit Platform), not as an advisory practice. Advisers remain responsible for claim strategy and filing. The platform is complementary to practices in the Index directory.
- Which jurisdictions does Neo.Tax support?
- Public materials indicate coverage related to: United States. Confirm current program support with Neo.Tax before relying on a filing plan.
- Is Neo.Tax Index Verified?
- No. This listing is published for discovery on The Credit Index but has not passed Index Verified review. Index Verified is a separate Credit Index badge described at /verify#platforms.
- How does Neo.Tax relate to AutoDoc and other platforms?
- Neo.Tax competes or complements other documentation and capital-recovery tools in the same software lane. Compare jurisdictions, integrations, and whether you need self-serve software, hybrid expert support, or a pure advisory engagement.
- Where can I learn more or book a demo?
- Visit https://www.neo.tax/ or request a demo at https://www.neo.tax/.
Claim this listing
Vendor teams can claim and maintain their R&D Credit Platform profile on the Index.
Represent Neo.Tax? Start a claim so your team can manage this profile after domain review.