FINALLY! An Easy Way to Automate the R&D Tax Credit

Spend less time, make more money, and provide value for your clients.

The Knowledge of Industry-Leading Tax Consultants Without the Price

Let’s face it – if the R&D tax credit were easy to calculate, there wouldn’t be a need for tax credit consultants. 

From the statute and regulations to case law and IRS guidelines… The law surrounding the R&D tax credit is among the most comprehensive and misunderstood areas of tax law.

Experienced tax credit firms are expensive and time-consuming to work with.

Want to hire your own in-house consultants?

Talent is scarce, training is difficult, turnover is high, and experienced consultants require a 6-figure salary, while only being able to complete a handful of studies each year.

How do we know this?

Our founders have worked for the largest R&D tax consulting firm in the nation and built their own successful tax credit practice over the last decade. 

After completing 100s of tax credit studies, delivering 1,000,000’s of dollars in benefits and successfully defending tax credits in audit – we knew there had to be a better way.

Let Our Robots Do the Heavy Lifting

We’ve spent years deconstructing the process of calculating, substantiating, and defending the R&D tax credit. 

Piece-by-piece, we’ve coded advanced automation algorithms that solve each challenge in the claims process.

We’ve used our own clients to test the automation, ensuring that both taxpayers that are completely new to the tax credit and taxpayers that claim the credit every year enjoy an easy and seamless user experience.

And the result?

R&D Tax Credits in LESS THAN HALF the time!

Put the R&D tax credit process on autopilot – and for a limited time – pay nothing to get started.

A process that once took a few months of back-and-forth between a taxpayer and consultant, now takes only a few hours to complete start-to-finish.

Our cloud platform is an R&D tax credit command center. Using our software you can manage the onboarding, data gathering, qualification, calculation, substantiation, and document generation for all your tax credit clients. 

Imagine being able to complete several hundred tax credit studies every year with only one to two employees managing the digital process.

Take a Look at Some of the Businesses that Love TaxRobot,

I highly recommend TaxRobot to anyone considering an R&D Tax Credit software to complete their analysis.

5/5
Jinesh Patel
UptimeHealth

We decided to switch to TaxRobot… Best decision we’ve ever made. More affordable, and less complicated.

5/5
Dirian Depanian
TDM Architects

I couldn’t believe how easy it was! In under an hour, we saved enough money to hire a new employee.

5/5
Steve McPartland
TSAC Engineering
Trusted By:

Our 100% Commitment
to your Success

We understand that adopting a new system can be intimidating, and that’s why we’re offering our TaxRobot Agency accounts for free.

That's right… Free.

There are no onboarding fees, no annual membership fees, no deposits or monthly minimums – no obligations of any kind. Free.

We whole-heartedly believe that we should only win if you win, and that’s why if you aren’t able to generate a tax credit for any of your clients, you don’t pay for our software. 

When you do receive benefit from our platform, we charge a small percentage of the value we deliver.

The best part is – you’re never on your own. 

Our team of industry-leading professionals are there to support you throughout the entire process to ensure the success of your R&D tax credit studies.

What’s the Catch?

Act quickly – we’re only onboarding a limited number of TaxRobot Agency users each month.

Because we’re currently offering our accounts for free, we want to make sure that our time and resources are spent on the businesses that are a good fit for TaxRobot and can make the best use out of the software.

Our waitlist is currently growing and we’re reviewing applications on a rolling basis. 

Book a call with us today to claim your free account and ensure you have access to the most revolutionary program to hit the tax credit market.

Our R&D Tax Software is
Unmatched in its Simplicity

We understand that adopting a new system can be intimidating, and that’s why we’re offering our TaxRobot Agency accounts for free.

1) Add your Clients: Add each client to the platform using the admin panel. From the admin panel, you can monitor the progress of each tax credit study and view all information and documentation submitted throughout the process.

2) Import Financial Data: Import your client’s financial data into the system or enter it manually following the provided instructions.
3) Complete a Questionnaire: Answer a few questions regarding the type of work your client completes that qualifies for the tax credit.
4) Download your Documents: Download your tax credit calculation forms and substantiation report. We’ve provided everything you need to submit a successful tax credit claim.

Is TaxRobot a Good Fit for your Clients?

TaxRobot is a great fit for your clients if they’re in the business of technical problem solving. The top industries claiming the benefit are engineering, architecture, manufacturing, software and technology; however, the R&D tax credit is very broad and can apply to anything from agriculture to apparel.
No worries – our platform can still help! You can do a “startup credit” calculation and claim the benefit against your client’s payroll taxes.
TaxRobot not only computes credit calculations for the current tax year, but for all tax years that are still open for amendment.

We’ve got you covered there too! Our platform will deliver calculations for all jurisdictions that offer a state-level R&D tax credit.

If you’re unsure whether any of your clients can utilize the tax credit, book a free strategy session and we’ll walk you through how to vet potential R&D credit opportunities.

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