R&D Tax Credits.
Made Simple.

Our trained AI agent handles the heavy lifting — organizing data, classifying expenses, and building world class documentation.

0%
Less Time on Data Gathering
0%+
Credits Enhanced
0%
Contemporaneous Documentation

Your AI-powered R&D studio

Total QRE Identified
$2.4M
+15% from initial estimate
Documents Processed
1,247
Payroll, GL, Invoices
Employees Classified
89
42 qualified for R&D
AI Agent Activity
Classification Agent completed employee review2m ago
Document Agent extracted Q4 payroll data5m ago
Interview Agent scheduled with Engineering Lead12m ago

How the R&D Credit Agent Works

An organized, step-by-step workflow that takes the complexity out of R&D tax credits — while keeping you in control.

1

AI Classification Agent

Reviews employees, projects, and expenses — identifying and classifying QREs for your final review.

2

Interview Agent

Conducts structured interviews with R&D teams to validate contemporaneous documentation, then summarizes findings for your review.

3

Document Processing Agent

Extracts and organizes data from payroll, GL, and invoices — presenting clean summaries for your verification.

4

Workflow Orchestration

Coordinates all agents and tracks progress, escalating decisions to you at every critical checkpoint.

Tailored to Your R&D Practice

Choose your workflow and enhance with add-on capabilities

Step 01

Select Compliance Path

Define the core outputs of your R&D study.

R&D Footprint
Payroll Offset
Sec 174 Mapping
Project Portfolio
IRS Four-Part Test
Scientific Workflow
ASC 730 → IRC §41
Federal Credits
State Credits
Section G Report
Add-On
Step 02

Expert Mode

Augment your team with real-time risk analysis and evidence-backed recommendations.

Real-time risk alerts & scoring
Evidence gap recommendations
AI-driven personnel identification
Continuous audit defense readiness
Expert-level technical narratives
Available with Professional Plan

Companies Eligible for Credits

From early-stage startups to enterprise organizations — if you're innovating, you likely qualify.

Startup

Early-stage companies building new products or technologies. Use credits to offset payroll taxes.

  • Payroll tax offset up to $500K/year
  • Software development qualifies
  • Pre-revenue companies eligible

Mid-Market

Growth-stage companies scaling operations. Maximize credits across multiple departments.

  • Multi-department R&D capture
  • Contractor expense inclusion
  • State credit optimization

Large Enterprise

Established organizations with complex R&D operations. Enterprise-grade documentation and compliance.

  • Multi-entity consolidation
  • ASC 730 alignment
  • World class documentation

*Eligibility depends on qualified research activities under IRC Section 41. Consult with a tax professional to determine your specific eligibility.

Trusted by Leading Firms

TaxScape.ai has transformed how we handle R&D tax credits. What used to take weeks now takes days.

The AI classification is incredibly accurate. It catches nuances in job descriptions that we might miss.

Ready to Add a Trained AI Agent to Your Team?

Book a demo and see how TaxScape.ai can transform your R&D tax credit practice.

Book a Demo