R&D Credit Platforms

R&D credit platform

AgenTax

Modern R&D tax documentation workflows

Workflow platform that turns Jira and GitHub delivery data into structured SR&ED and US Section 41 documentation outputs for engineering, finance, and advisory teams.

Canada · United States

R&D credit platform

Ardius

Automated R&D tax credits via Gusto

US R&D tax credit technology (now a Gusto company) that scans payroll and accounting data to identify qualifying activities and prepare study documentation through partner channels.

United States

R&D credit platform

Avanzu

R&D Tax Incentive management for Australia

Australian RDTI software with AI-guided R&D plan drafting, Xero transaction allocation rules, and Excel export of audit-ready accounts.

Australia

R&D credit platform

Boast

AI-driven R&D tax credits for Canada and the US

AI platform that identifies eligible R&D activity from engineering and finance systems, with in-house technical and tax expertise for claim preparation and audit defense across the United States and Canada.

United States · Canada

R&D credit platform

Caseware Corporation Tax

UK CT600 with R&D supplementary pages

Caseware UK corporation tax module that produces CT600L R&D supplementary pages for RDEC and payable SME credits when qualifying claims are entered by the preparer.

United Kingdom

R&D credit platform

Caseware Taxflow

Audit-linked US tax prep workflows

Adjacent Caseware tax preparation engagement that maps audited trial balances to tax codes and exports filing-ready CSVs to specialist R&D and corporate tax software used by US firms.

United States

R&D credit platform

CCH Axcess Tax

Cloud tax prep with R&D credit worksheets

Wolters Kluwer cloud tax software used by US CPA firms to calculate federal and state R&D credits on Form 6765 and related state schedules from study inputs.

United States

R&D credit platform

Certainti.Ai

Enterprise R&D IntelliClaim automation

Enterprise AI platform that automates R&D tax credit discovery, assessment, documentation, and filing workflows with compliance-oriented audit trails for finance teams.

United States

R&D credit platform

Chrono R&D

SR&ED documentation from engineering systems

Canadian SR&ED documentation platform from Chrono Innovation that uses an AI agent to cluster engineering activity from Jira, GitHub, Azure DevOps, and calendars into audit-ready projects, hours, and technical summaries.

Canada

R&D credit platform

CIR360

Pilotage digital de votre CIR

ABGi digital platform for French SMEs to centralize eligible R&D costs, monitor CIR compliance, and export administration-ready files with optional expert support.

France

R&D credit platform

CIRGPT

IA générative pour dossiers CIR

French generative-AI platform that guides technical experts through CIR justification drafting and exports Word-ready technical reports aligned to MESRI and tax administration expectations.

France

R&D credit platform

Claimer

AI R&D tax software for UK advisors

Advisor-facing UK R&D platform that automates eligibility assessment, technical narrative drafting, financial preparation, and Additional Information Form workflows for accountancy and consultancy teams.

United Kingdom

R&D credit platform

ClaimGen

SR&ED claims with AI speed and expert quality

Canadian SR&ED platform combining AI project identification, guided interviews, and document collection with specialist review before CRA filing.

Canada

R&D credit platform

ClaimKit

Maximise your R&D tax incentive in days

Australian R&D Tax Incentive platform that connects GitHub, Jira, Linear, Notion, and Xero to draft claims with expert review before AusIndustry lodgement.

Australia

R&D credit platform

Clarus R+D

R&D tax credit software with expert support

US platform combining AI-enabled qualification tools, expense imports, and SOC 2-certified workflows with human experts for federal and state R&D credits, including startup payroll-tax offset scenarios.

United States

R&D credit platform

CodeClaim

UK R&D tax credit AI from GitHub

UK-native platform that scans GitHub repositories, classifies qualifying R&D features, derives staff time from commit activity, and drafts HMRC-oriented technical reports for adviser review.

United Kingdom

R&D credit platform

CodeROI

Engineering evidence for R&D credits and Section 174

Engineering-evidence software that captures audit-ready activity from code repositories and development systems for US R&D credits, Section 174, software capitalization, and Canadian SR&ED substantiation.

United States · Canada

R&D credit platform

Daribatech R&D Analysis

UAE R&D analysis and reporting module

UAE tax technology platform with an R&D analysis module for Frascati-aligned documentation, Emirates R&D Council pre-approval support, and multi-year evidence trails alongside e-invoicing products.

United Arab Emirates

R&D credit platform

Dash.tax

R&D credits up to $50k for CPAs and startups

KBKG software for small businesses and CPA firms to calculate federal R&D credits up to $50,000 with white-labeled dashboards, Form 8974 outputs, and optional California state credits.

United States

R&D credit platform

Deloitte Clarity

Real-time R&D activity tracking

Irish incentives platform from Deloitte for capturing R&D activities, costs, and time logs contemporaneously to support Revenue R&D tax credit claims and grant applications.

Ireland

R&D credit platform

Digita Corporation Tax

UK CT600 software with R&D relief

Thomson Reuters UK corporation tax software supporting R&D enhanced expenditure, RDEC, and merged-scheme computations within integrated accounts and tax production workflows.

United Kingdom

R&D credit platform

dymension

Plateforme IA CIR/CII pour cabinets

French AI platform for innovation-funding consultancies that structures client inputs into defensible CIR and CII dossiers with traceable sources and consultant review loops.

France

R&D credit platform

eliXcir

Maîtrisez vos financements R&D et CIR

French SaaS for researchers to capture R&D time and expenses on web and mobile, with automated CIR calculations and exportable subsidy documentation.

France

R&D credit platform

EmpowerRD

Smarter UK R&D tax credit claims

UK R&D tax platform combining collaboration workflows, Xero integration, AIF automation, and expert-reviewed claim preparation for tech startups and scale-ups.

United Kingdom

R&D credit platform

Exactera

Technology-based R&D tax credit services

US hybrid platform combining purpose-built R&D software with specialists for federal and state credit calculation, PBC collection, and audit-ready reporting.

United States

R&D credit platform

ExaRDTI

AI-powered Australian RDTI documentation

Australian R&D Tax Incentive software with structured workflows for strategies, projects, activities, and experiments, plus Xero payroll matching and time tracking for claimants and advisors.

Australia

R&D credit platform

Finalli

Financez vos innovations : CIR, CII, JEI

French hybrid platform combining online CIR and CII workflows with specialist review, cost worksheets, and administration-facing dossier preparation.

France

R&D credit platform

Fit 2 Start

CIR documentation and calculation for French startups

French startup SaaS with an AI-guided CIR module covering Frascati project capture, timesheets, 2069-A-SD calculations, subsidy deductions, and pre-filing AI review.

France

R&D credit platform

Flowstate

R&D tax claims that build themselves

Platform that continuously builds UK RDEC and US Section 41 claims from delivery data such as commits, tickets, and project descriptions, with AI-generated technical justifications for adviser review.

United Kingdom · United States

R&D credit platform

Fondo

R&D tax credits for startups on autopilot

US startup finance platform that identifies R&D eligibility from payroll data, prepares Form 6765 inputs, and applies credits to payroll or corporate returns through CPA review.

United States

R&D credit platform

Fundit

Innovation funding and R&D grant platform

Adjacent Dutch innovation-funding SaaS that helps companies discover, structure, and document R&D and grant applications including WBSO and related incentive workflows.

Germany · France · Ireland

R&D credit platform

GOAT.tax

Self-service R&D tax credit SaaS with expert review

US R&D tax credit SaaS from Source Advisors with payroll integrations, real-time credit projections, expert review, and a CPA multi-client portal for study preparation and Form 6765 support.

United States

R&D credit platform

Grantify

AI-driven R&D tax credit and grant platform

UK platform guiding SMEs through R&D tax credit eligibility, narrative questionnaires, costing worksheets, and accountant-reviewed CT600 submissions alongside grant discovery tools.

United Kingdom

R&D credit platform

GrantOps

SR&ED tax credit and IRAP grant automation for Canada

Canadian AI platform that connects to development tools, identifies eligible R&D work, and auto-generates CRA-oriented T661 forms and technical narratives, with broader grant discovery beyond SR&ED.

Canada

R&D credit platform

Gryzzly

Time tracking for CIR, CII, and JEI

Adjacent French time-tracking SaaS with Slack and Teams chatbots that classifies R&D hours for CIR, CII, and JEI reporting and exports audit-friendly timesheets.

France

R&D credit platform

Gusto R&D Tax Credits

R&D credits through your payroll provider

Gusto product surface for identifying and applying startup R&D payroll tax credits using employee payroll data, complementing the Ardius automation acquired by Gusto.

United States

R&D credit platform

HubSync

CPA workflow platform with R&D tax credit module

US CPA firm platform with a dedicated R&D Tax Credit module for data management, client surveys, qualified expense tracking, and deliverable wizard templates for IRS-ready claim submissions.

United States

R&D credit platform

Incentify

Tax credit and incentive discovery platform

Adjacent US incentive-management SaaS covering 1,200+ federal, state, and local programs including R&D credits, with AI eligibility matching and portfolio compliance tracking for enterprises and advisors.

United States

R&D credit platform

Incentive.ae

UAE R&D tax credit claim platform

UAE R&D tax credit platform for Cabinet Decision 215 and Ministerial Decision 24 workflows. Integrates accounting, GitHub, Jira, and HRIS data to classify qualifying projects and assemble ERDC and FTA submission packs.

United Arab Emirates

R&D credit platform

InfoLink

AI-powered R&D tax credit consulting platform

US tech-enabled R&D practice combining proprietary AI import and classification tools with specialist review to produce audit-ready Section 41 documentation for software and manufacturing clients.

United States

R&D credit platform

innoscripta

Global R&D management and tax compliance software

German-origin integrated R&D platform covering project management, audit-ready time tracking, Forschungszulage workflows, and multi-jurisdiction R&D tax documentation.

Germany · France · United States

R&D credit platform

Instead

AI agent for R&D tax credit claims

US AI tax agent platform with dedicated R&D tax credit workflows for eligibility screening, federal and state savings estimates, substantiation documentation, and preparer-ready filing outputs.

United States

R&D credit platform

IRIS Elements Tax

HMRC-recognised tax software with R&D relief

UK cloud tax production software supporting merged R&D scheme entries, CT600L supplementary pages, PAYE/NIC caps, and R&D allowance computations for accountancy firms.

United Kingdom

R&D credit platform

Kipsi

R&D tax credit studies for accounting firms

US platform for CPA and advisory firms to run R&D tax credit studies with automated client PBC requests, surveys, expense allocation, and study workflow management.

United States

R&D credit platform

Kreoh

AI engine for R&D tax consultants

Multi-agent AI platform for innovation-incentive consultants that screens projects, drafts grounded technical narratives, tracks costs, and automates form workflows across jurisdictions.

United Kingdom · Ireland · United States

R&D credit platform

Leyton For Me

Online R&D tax credits platform

UK secure client portal from Leyton for exchanging R&D claim documents, tracking progress, and collaborating with technical and financial consultants through SME, RDEC, and merged-scheme engagements.

United Kingdom

R&D credit platform

made.simplr

R&D tax credits made easy for UK specialists

UK R&D tax software for accountants and specialists with Xero integration, Smart AIF drafting, report automation, analytics, and white-label report options.

United Kingdom

R&D credit platform

MainStreet

Tax credits for startups on autopilot

US tech platform (now part of the Gusto ecosystem) that programmatically gathers payroll and accounting data to identify and file R&D and other startup tax credits with minimal founder time.

United States

R&D credit platform

MASSIE Collaboration Hub

Microsoft Teams R&D documentation hub

Adjacent US workflow product from MASSIE R&D Tax Credits that configures Microsoft Teams, Planner, SharePoint, and Power Automate to capture Form 6765 business-component documentation.

United States

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.

United States

R&D credit platform

Novel

R&D tax relief management for advisers

UK platform for accountants and consultants to manage merged-scheme claims, AIF preparation, CT tracking, and financial processing with modular or end-to-end workflows.

United Kingdom

R&D credit platform

ONESOURCE R&D Tax Credit Manager

Enterprise R&D credit workflow in ONESOURCE

Thomson Reuters corporate tax suite integration for R&D studies, including survey workflows, QRE calculation, Form 6765 preparation inputs, and Neo.Tax AI connector for enterprise filers.

United States

R&D credit platform

Onshore

AI-powered R&D tax platform

US AI-native platform (formerly SPRX) that ingests payroll, GL, and project data to automate R&D credit studies with specialist review and audit-ready deliverables for CPAs and businesses.

United States

R&D credit platform

Perspiqua

R&D tax credits and Patent Box automation for partners

Partner-facing UK IP tax automation covering R&D tax credits and Patent Box, with AI narrative generation, HMRC compliance checks, and white-label options for advisory firms.

United Kingdom

R&D credit platform

Pilot R&D Credits

Full-service R&D credit for startups

US startup finance provider offering an R&D tax study workflow with documentation for Forms 6765, 8974, and 941 payroll-tax offset elections, backed by specialist review.

United States

R&D credit platform

Praxie R&D Tax Credit Manager

AI-powered R&D tax credit manager

Enterprise workflow software that maps tickets, repos, timesheets, and lab data to qualified projects and produces jurisdiction-specific QRE workpapers with plain-English queries.

United States · Canada

R&D credit platform

QLC R&D Gateway

End-to-end UK R&D claim portal

Queen's Lane Consultants portal for UK SMEs to upload costs, collaborate on narratives, and track HMRC claim progress with Xero, Sage, and QuickBooks integrations.

United Kingdom

R&D credit platform

Quantify

SR&ED time sheets from Jira

Atlassian Marketplace add-on that reconstructs SR&ED-eligible hours from Jira ticket history and workflows without manual timesheets, for accountant-ready inputs.

Canada

R&D credit platform

RDvault

UK R&D tax credit claims with Xero integration

UK R&D tax software with direct Xero integration for SME and RDEC-era claims, generating HMRC-oriented reports from uploaded financial data with expert support.

United Kingdom

R&D credit platform

RDvault UAE

UAE R&D tax credit documentation platform

UAE platform separate from RDvault UK that integrates payroll and accounting systems to capture project-level R&D costs and assemble ERDC and FTA submission packs under Cabinet Decision 215.

United Arab Emirates

R&D credit platform

SectorPi

Forschungszulage documentation and cost calculation

German Forschungszulage platform that imports employee data from DATEV or HR tools, calculates eligible R&D costs, and generates billing documents such as timesheets for research allowance applications.

Germany

R&D credit platform

Shreddit

AI-powered SR&ED tax credit automation

Canadian platform that syncs GitHub, Linear, Jira, Notion, and Google Drive to identify SR&ED-eligible work and generate CRA-oriented technical narratives for filing teams.

Canada

R&D credit platform

SmartClaim

AI narratives for UK R&D tax advisers

UK adviser-facing AI platform for qualifying, drafting, reviewing, and interviewing around HMRC R&D tax relief technical narratives with DSIT and GfC3-aligned outputs.

United Kingdom · Ireland

R&D credit platform

SmartSRED

AI-powered SR&ED tax credit software

Canadian SR&ED platform with AI project tracking, automated assessments, Jira/GitHub/Asana integrations, and expert consulting review options.

Canada

R&D credit platform

SR&EDgpt

Your AI SR&ED consultant

Canadian agentic AI platform grounded in CRA policy that interviews claimants, calculates expenditures, and produces T661 forms and technical narratives for CPA filing.

Canada

R&D credit platform

SREDify

SR&ED workflows connected to your PM tools

Canadian SR&ED tracking software that integrates with Jira, Trello, Shortcut, and Asana to log project hours and export claim-ready data for filing teams.

Canada

R&D credit platform

Sredio

SR&ED automation and management

Canadian SR&ED platform with integrations to Jira, GitHub, Azure DevOps, Harvest, and ERP systems. Generates ongoing tracking reports and supports self-serve or expert-managed claim workflows.

Canada

R&D credit platform

SREDSimplify

SR&ED claim console for founders and reviewers

Canadian SR&ED claim console that ingests PDFs, Jira exports, and diffs, runs structured eligibility checks, and generates citation-backed T661 narratives with reviewer workflows.

Canada

R&D credit platform

Staxiom

Automated R&D credits for US startups

US startup platform that syncs payroll and accounting data to automate R&D tax credit analysis, Form 6765 preparation support, and payroll tax offset guidance with CPA review.

United States

R&D credit platform

Synnch

R&D Tax Incentive management for Australia

Australian R&D Tax Incentive platform for capturing evidence, tracking expenditure, and building audit-ready claims, with tech-only subscriptions or fixed-fee packages that include vetted consultants.

Australia

R&D credit platform

Tax Cloud Ireland

Irish R&D tax credit claim portal

Irish R&D tax credit portal integrated with Xero to upload and assign qualifying costs, with specialist support for Revenue submissions and CT1 preparation.

Ireland

R&D credit platform

Tax Cloud UK

UK R&D tax credit software with expert review

UK online R&D tax claim platform integrated with Xero for cost upload and assignment, backed by specialist review for optimized claims and corporation-tax filing support.

United Kingdom

R&D credit platform

TaxCalc

UK tax returns with R&D CT600 wizards

UK accountancy tax software with guided CT600 and CT600L wizards for SME enhanced expenditure, RDEC, and post-April 2024 merged R&D scheme claims.

United Kingdom

R&D credit platform

TaxCredit.ai

AI classification of qualified research activity

Machine-learning platform that classifies engineering activity from GitHub, Jira, Asana, and similar tools into qualified or excluded R&D categories and generates contemporaneous Section 41 documentation.

United States

R&D credit platform

Taxnova

Automated, defensible R&D tax claims for tech companies

AI-native R&D tax platform for tech companies that ingests engineering and financial data to identify qualifying work, size projects, and produce evidence-linked narratives for UK and US programs.

United Kingdom · United States

R&D credit platform

TaxRobot

AI-powered US R&D tax software

US AI platform that automates R&D tax credit onboarding, qualification, calculation, substantiation, and document generation for businesses and CPA firms.

United States

R&D credit platform

TaxTaker

R&D tax credits for growing companies

US tech-enabled R&D tax credit platform for founders and finance teams, designed to produce CPA-ready deliverables for Form 6765 and payroll-tax offset elections.

United States

R&D credit platform

TaxTrex

In-house R&D tax claim preparation in three steps

Swanson Reed AI software for accountants and SMBs to prepare R&D claims using automated surveys, risk assessment, and secured document storage, with US and Australian regional offerings.

United States · Australia

R&D credit platform

Titan Armor

R&D credit software with engineering support

US self-service R&D tax credit platform with tiered DEFCON-style documentation depth, QRE calculators, and optional engineering expert support for IRS audit defense.

United States

R&D credit platform

WhisperClaims

R&D tax software for accountants and advisers

UK cloud platform that gives accountancy firms a structured, compliance-first framework to prepare R&D tax claims in-house, with advice-line support for scheme questions.

United Kingdom