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Product & Company Updates

What's New In June

By Neo.Tax
What's New In June

**By Neo.Tax Team **

5 min read

With each update, preparing your R&D credit is faster and easier.

DASHBOARD

Introducing the Accountant Dashboard

The new centralized hub allows you to view, manage and grow your R&D business.

Accountant Dashboard

  • See everything you need to stay on top of R&D at a glance–credit amounts, current status, and last edit– across companies
  • Switch between credits quickly

PREPARATION DETAILS

**Faster workflow **

Optimized for how accountants work so you can see and manage all the credit information together. Make updates quickly as you get answers from your client.

Faster workflow

  • Finish credits faster with a consolidated view of the detailed questions our team needs to complete the credit and study
  • Manage and edit all compliance and business questions together
  • The flexible order allows you to fill out information as you receive it

Manage Expenses Across Projects

View and assign R&D activity across multiple projects in one simple view, no matter how many employees or expenses.

Manage  Expenses Across Projects

  • Add additional expenses or edit expense details like location or job description in one click
  • Show clients the table layout to help them quickly allocate R&D activity across projects
  • Check expert guidance on each employee role to maximize defensibility

**Add Technical Project Details Later **

We moved the technical project descriptions later so you can do all the rest of the credit while you’re still waiting on the client’s technical details.

Technical Project Details

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  • Connect payroll and allocate R&D activity even if you don’t have detailed project info yet
  • Add in technical project details at any time

**Next Month: TOP SECRET **

Stay tuned for an exciting feature that will make your life a lot easier.

TOP SECRET

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