Built for finance teams
who want their time back.
How Neo.Tax customers replaced weeks of interviews, spreadsheets, and back-and-forth with audit-ready outputs in days.
How Neo.Tax helped Mercury claim a higher R&D Credit with confidence
Neo.Tax saved Mercury's controller and engineers weeks, increased the R&D credit YoY, and deliver a “more accurate, higher quality” study.
Read case study
How Neo.Tax helped Modern Treasury streamline its R&D tax process
A process that had taken dozens of hours and repeated calls with the tax preparers became nearly effortless for Modern Treasury controller Jen Yahiku and her team.
Read case study
How Neo.Tax helped Octane file an R&D Credit they could trust
“Even with the implementation and the time spent learning how to use the software," VP of Tax Karin Barratt says, "filing this first year took at least 50% less time."
Read case study
How Neo.Tax delivered Red Ventures an R&D solution that can scale
Senior Tax Accountant Chase Pierce explains to other tax teams at rapidly growing companies: “Neo.Tax is a tool that can cut your workload at least in half.”
Read case study
How Notion Scaled Its R&D Credit Documentation as Engineering Projects Tripled
“My goal was to produce a defensible R&D credit while minimizing disruption to the teams doing the work. You delivered exactly what we needed.”
Read case studyCut tax-credit prep from months to days.
See Neo.Tax on your own data — bring an engineering team and a payroll export.
Schedule a demo