Schedule time with one of our tax experts and prepare your R&D Tax Credit in under 30 minutes!

Optimizing the tax process — to be less taxing

Neo.Tax is streamlining and automating the manual parts of taxes without compromising accuracy or compliance.

R&D Tax Credit

Let us help you save your clients serious money with the R&D Tax Credit. Answer a few simple questions to see which clients can leverage the R&D Tax Credit. In as little as 30 minutes your clients can prepare their tax credit. Machine learning and automations streamline the process without compromising accuracy or compliance. Make your services profitable for your client by unlocking the credit.


We can get you from Book to Tax, Tax to Book, and everything in-between — at lighting speed. Machine learning and AI powered categorization to map your trial balance. New views to inspect your data in just a few clicks. Analyze and adjust anomalies. Every action is automatically tracked with audit-log for compliance, coordination, and transparency.

See Neo.Tax in Action

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