Neo.Tax is the best software we have used in our tax department… Our CFO loved how unbelievable the ROI was. This is the only AI we've used that actually worked — and it delivered a real, tangible tax output.
R&D Tax Credit
Software
Generate an audit-ready R&D credit straight from your
engineering data — no surveys , interviews , or guesswork .
TRUSTED BY
WHY NEO.TAX
Software, not a reputation invoice.
The Big 4 substitute data with reputation — sending teams to interview your engineers months after the work is done.
Neo.Tax reads the work itself, and the numbers support the story.
| Capability | Neo.Tax | Big 4 / Advisory firms | Legacy R&D software |
|---|---|---|---|
| Built from contemporaneous engineering data (Jira, GitHub) | ✓ | ||
| No year-end engineer interviews or time-allocation surveys | ✓ | Partial | |
| Audit-ready §41 study with per-project narratives | ✓ | ✓ | Partial |
| Software capitalization (ASC 350-40 & §174) | ✓ | Manual | |
| Transparent, reproducible methodology | ✓ | Partial | |
| Real-time output — weeks, not months | ✓ | ||
| SOC 2 Type II, single-tenant & bring-your-own-cloud | ✓ | Varies |
HOW IT WORKS Messy data in.
Messy data in.
Audit-ready outputs out.
Six AI agents run continuously over your real engineering data.
The result is a single source of truth for every R&D and software-cap decision.
Inputs
Your messy company data
- Jira tickets & epics
- Payroll & ledger
- Org structure
- GitHub & changelog
Project Creator IRS Qualification Quantifier QRE Calculator Project Narrative QRE Defender
Each agent is trained on IRS code, regulations, and case law — and runs continuously across every engineering signal you have.
Outputs
Audit-ready deliverables
- 1R&D Tax Credit Study
- 2Software Cap (ASC 350-40)
- 3R&D Cap (§174)
OUTCOMES Audit-ready credits,
Audit-ready credits,
with the work to back them up.
Tax teams use Neo.Tax to scale R&D documentation alongside fast-growing engineering orgs — with substantiation defensible enough that even Big 4 reviewers sign off.
~60%
fewer PM interviews on the R&D study
Notion
Up to 800 hrs
of engineer interview time eliminated
Red Ventures
10x faster
than their previous R&D provider
Modern Treasury
CUSTOMERS The only AI trusted
The only AI trusted
by enterprise tax teams.
The perfect AI × Tax use case with the most tangible ROI.
Loved by CFOs, infosec teams, and auditors.
We used Neo.Tax for our 2023 credit claim and were thoroughly impressed… Neo.Tax significantly reduced the number of interviews we conducted and helped us eliminate a major cost with an external advisor.
ENTERPRISE SECURITY
Cleared by the most demanding infosec teams.
SOC 2 Type II, single-tenant deployments, customer-hosted options, closed-off LLMs, and zero data co-mingling. The only AI in tax that has actually been through enterprise procurement — and lived to tell about it.
- ✓SOC 2 Type II Certified
- ✓SSO via Okta, Azure, Google
- ✓Single tenant or hosted in your cloud
- ✓AES-256 in transit and at rest
- ✓Strict role-based access controls
- ✓External penetration tested annually
SOC 2 Type II
Annually audited controls covering security, availability and confidentiality.
Dedicated Cloud
OIDC/SAML, IP whitelisting, and closed-off LLMs. Data never leaves your tenant.
BYOC Deploy
Bring your own cloud — Neo.Tax connects to your secured database.
PII-Free Training
Strictly anonymized; we never train models on your customer-identifying data.
See your R&D credit, in real time.
A 30-minute walkthrough on your own data. No surveys required.
Schedule a Demo