Key Elements of our R&D Tool

By consolidating and automating cumbersome manual processes, the R&D Tax Credit module reduces the time and resources required to compile supporting data and documentation for these claims. Our tool allows claims to include qualifying activities, eligible expenses, R&D tax credit calculations, and documentation.

No more combing through multiple spreadsheets to collect qualifying wage and expense data
Eliminate the need to e-mail clients back and forth to gather R&D project details and methodology
Stop the countless teleconferences and tracking down

Features

Streamline R&D Data Collection

Easily create survey templates and assign them to specific projects and clients.

Collaborative Information Gathering

Enable multiple users to work together on completing surveys, ensuring faster data collection.

Seamless Data Sharing

Facilitate the sharing of important R&D data between your firm and clients.

New Capabilities

Deliverable Wizard

Robust document generator with scalable templates and in-app integrations.

Credit Calculations

Easy calculations for all the R&D credits.

Data Management

Organize and maintain relevant data for multiple clients in a single place.

Customized Client Surveys  

Quickly create, distribute, and collect your custom client R&D questionnaires.

File Sharing

Easy & secure file sharing with clients and team.

Even More

Survey Shared Links
R&D Custom Client Roles
Survey Sign-offs
One-click Survey Reminders
PBC List
Deliverable Building Blocks
Survey & Deliverable Routing
Automated Reminders

What’s Next!

Future enhancements include automated survey reminders to boost response rates and broader application of surveys across various use cases.

Ready to Streamline Your R&D Data Collection?

Start Using Surveys Today