R&D Tax Credits
HubSync’s Research & Development Tax Credit module streamlines the complex process of collecting, organizing, and submitting R&D tax credit data supporting taxpayer claims sent to the IRS for processing.
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
Enable seamless collaboration
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 Calculation
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.
Let’s see if we can help you this tax season:
