Platforms by jurisdiction
Platforms for United States
Capital recovery · Featured
Index VerifiedAutoDoc
Agentic R&D capital recovery
Recover the R&D capital already in your business - unclaimed funding discovered, secured, and sustained over time across US, Canada, UAE, UK, and Australia.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Other
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.
View profile →Other
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Capital recovery
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.
View profile →Capital recovery
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.
View profile →Documentation
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.
View profile →Analytics
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.
View profile →Substantiation
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.
View profile →Documentation
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.
View profile →Substantiation
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.
View profile →Substantiation
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.
View profile →Documentation
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Substantiation
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.
View profile →Substantiation
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
View profile →Capital recovery
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.
View profile →Substantiation
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.
View profile →Capital recovery
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.
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