R&D Tax Credit Software

Generate an audit-ready R&D credit straight from your engineering data. No surveys, interviews, or guesswork.

See your credit How It Works
We ingest your data Real-time
  • Jira
  • Linear
  • Workday
  • Payroll
  • Ledger
  • Confluence
  • Oracle NetSuite
  • GitHub
  • ADP
  • Azure
R&D projects
  • Finance Web UI/UX Homepage Qualified
  • Enterprise Finance Cloud Qualified
  • Miscellaneous Work Not Qualified

AI analyzed 20+ passive signals across Jira, payroll, and GitHub to qualify projects under §41.

AI Does the Work Eligible

Project Creator, IRS Qualification, and QRE Calculator running across all engineering work.

§41
92%
§174
74%
350-40
86%
You Get the Credit

R&D Tax Credit Study, generated and audit-ready.

Filed in weeks, not months

Trusted by

Software, not a reputation invoice.

The Big 4 substitute data with reputation. They send teams to interview your engineers months after the work is done. Neo.Tax reads the work itself, and the numbers support the story.

Built from contemporaneous engineering data (Jira, GitHub) Neo.Tax ✓ Big 4 / Advisory firms — Legacy R&D software —
No year-end engineer interviews or time-allocation surveys Neo.Tax ✓ Big 4 / Advisory firms — Legacy R&D software Partial
Audit-ready §41 study with per-project narratives Neo.Tax ✓ Big 4 / Advisory firms ✓ Legacy R&D software Partial
Software capitalization (ASC 350-40 & §174) Neo.Tax ✓ Big 4 / Advisory firms Manual Legacy R&D software —
Transparent, reproducible methodology Neo.Tax ✓ Big 4 / Advisory firms — Legacy R&D software Partial
Real-time output: weeks, not months Neo.Tax ✓ Big 4 / Advisory firms — Legacy R&D software —
SOC 2 Type II, single-tenant & bring-your-own-cloud Neo.Tax ✓ Big 4 / Advisory firms — Legacy R&D software Varies

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. It runs continuously across every engineering signal you have.

Outputs
Audit-ready deliverables
  1. 1 R&D Tax Credit Study
  2. 2 Software Cap (ASC 350-40)
  3. 3 R&D Cap (§174)
See the full R&D Methodology

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. The substantiation is defensible enough that even Big 4 reviewers sign off.

  • ~60%

    fewer PM interviews on the R&D study

  • Up to 800 hrs

    of engineer interview time eliminated

  • 10x faster

    than their previous R&D provider

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.

“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.”
Raymond Salort VP & Director of Taxes
“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.”
Sean Cannizzaro VP, Head of Tax Operations

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 on-prem
  • 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 full security details

See your R&D credit, in real time. A 30-minute walkthrough on your own data. No surveys required.

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