See how CPA firms and companies are maximizing R&D tax credits with TaxScape.ai
A fast-growing SaaS company with 85 engineers had never claimed R&D credits despite significant software development activities. Their internal team lacked the expertise to identify qualifying projects and document the 4-part test.
TaxScape's AI Interview Agent conducted structured interviews with engineering leads, identifying 12 qualifying projects across their platform development. The trained agent surfaced technical uncertainties that the team hadn't recognized as R&D activities.
“We had no idea our infrastructure work qualified. The AI agent asked the right questions and built a compelling narrative.”
A precision manufacturing company faced an IRS examination on their R&D credit claims. Their existing documentation was scattered across emails, spreadsheets, and engineering notes with no centralized audit trail.
TaxScape's Expert Mode analyzed their existing claims, identified documentation gaps, and recommended specific employees who could validate technical uncertainties. The Auditor View generated a comprehensive audit binder with evidence citations.
“The auditor was impressed with our documentation quality. TaxScape identified exactly who could answer each question.”
A 15-person CPA firm wanted to expand their R&D tax credit practice but couldn't hire specialized staff. Each engagement took 40+ hours of manual classification and narrative writing.
TaxScape's trained agents handled data intake, employee classification, and initial narrative drafts. CPAs focused on review, client communication, and strategic advisory — the high-value work.
“We were really able to scale our R&D offering across existing clients. It was very easy once we saw great results.”
A biotech company with R&D activities across 4 states needed to maximize credits while navigating different state rules. Their contractor spend was significant but poorly documented for the 65% rule.
TaxScape's Classification Agent analyzed contractor invoices and SOWs, automatically applying the 65% rule and flagging US-location requirements. The multi-state engine optimized credit allocation across California, Massachusetts, New Jersey, and Texas.
“The contractor analysis alone paid for a decade of TaxScape. We were leaving money on the table.”
Join firms and companies who are transforming their R&D tax credit process with TaxScape.ai
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