R&D Tax Credit

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.

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R&D Data

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

Project data

PBC automated client reminder

Import and Export

Customized Client Surveys

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

Deliverable Wizard

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

Powerful analytics and insights

Optimize your efficiency through comprehensive data insights and performance metrics:

Multi-views for surveys and status updates

Job statuses

Engagement time

Qualified expenses

Find out how we can enhance your client experience
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