With HubSync’s Research & Development (R&D) Tax Credit module firms can streamline the complex process of collecting, organizing, and submitting R&D tax credit data supporting taxpayer claims sent to the IRS for processing.
Firms leverage HubSync’s Data Management tools to organize and maintain their client, project, and qualified expense data for multiple clients within a single module.
Qualified activities
Employee rosters
Business Component Data
PBC automated client reminder
Import and Export
Powered by HubSync’s Survey feature, firms create, distribute, and collects client R&D questionnaires enabling the firm and their clients to share important qualitative and quantitative R&D data.
Shared survey links
Survey sign-offs
One-click survey reminders
Streamlined SME experience
Customizable templates
Supplemental documentation management
A robust document generator, complete with scalable templates and in-app integration, with functionality to build comprehensive IRS R&D tax credit claim submissions for clients.
Scalable templates
HubSync data integration
Conditional formatting
Document routing
Optimize your efficiency through comprehensive data insights and performance metrics:
Multi-views for surveys and status updates
Engagement statuses
Engagement time
Qualified expenses
