Generate R&D narratives from documents

Neo.Tax can automatically generate R&D narratives from any type of document.

  1. Navigate to Projects page
  2. Click on a project to upload documents
  3. Navigate to Supporting Documents
  4. Select and upload documents
  5. Click Update Project Narrative button
  6. Project Description will populate after processing documents

Note: It takes roughly 3-5 minutes to generate a narrative from the documents which will populate in the project description

FAQs

  • What kind of documents are supported?

    We support PDF, DOC, DOCX, and TXT files. If you have a different file format, try converting to one of these first before uploading.

  • How many documents should I upload?

    We recommend at least 2-3 documents to start, and detailed documents are better than a large number of short documents. But the more, the merrier!

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