Built for tax and accounting 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.
- >$10-Billion-Valuation Manufacturing Corporation
A manufacturing corp needed a substantiated R&D credit in case of audit. Neo.Tax delivered.
1 year's summary ran over 200 pages. Alice now aims to cut 350 surveys to 30.
Read case studyExhibit 1Manufacturing corp.Engineering surveys350 to 30
surveys, the Tax Director's target
Target 30 Surveys today 350Written documentation, 1 year 200+ pages Source: Manufacturing corp. case study -
How Neo.Tax helped Modern Treasury streamline its R&D tax process
Her tax firm got a completed Form 6765 and workpapers. By year 2 she didn't call engineering once.
Read case studyExhibit 1Modern TreasuryEmployees reviewed for the credit101 of 165
employees found working on R&D
Worked on R&D 101 Other 64R&D data populated under 1 hour Calls with engineering, year 2 0 Source: Modern Treasury case study -
How Neo.Tax helped Octane file an R&D credit they could trust
The filing took 3 weeks instead of 3 months. Karin rates the burden on engineers a 3 out of 10, down from 8 or 9.
Read case studyExhibit 1OctaneTime to file the credit3 weeks
to file, down from 3 months
Before3 monthsWith Neo.Tax3 weeksBurden on engineers, 1 to 1012345678910NowBeforeSource: Octane case study -
How Neo.Tax delivered Red Ventures an R&D solution that can scale
The process took 1 month instead of 6. Engineers and team leaders got back 300 to 800 interview hours.
Read case studyExhibit 1Red VenturesThe R&D credit process, by month1 month
for the whole process, down from 6
SepOctNovDecJanFebMarBeforeWith Neo.TaxInterviews Follow-ups Sometimes into MarchInterviews a day, Sep to mid-Oct 4 to 5 Interview hours saved 300 to 800 Source: Red Ventures case study -
How Notion scaled its R&D credit documentation as engineering projects tripled
About 60% fewer interviews and 20+ hours of engineering time saved. Notion's Big Four advisor signed off on the method.
Read case studyExhibit 1NotionR&D projects in the study82 of 87
projects identified from GitHub activity
20242025From GitHub 82 Outside the SCM 5 2024 study 24Source: Notion case study