TaxTrex is an AI-driven software platform designed specifically for Certified Public Accountants (CPAs) to streamline the preparation and documentation of Research & Development (R&D) tax credit studies. Built on peer-reviewed research and successfully applied to over 1,500 R&D tax credit studies annually, TaxTrex enables CPAs to offer R&D tax services to their clients with reduced risk and increased efficiency.
Key Features:
- Three-Step Process: Simplifies R&D claim preparation through a structured workflow
- Real-Time Diagnostics: Provides secure diagnostic tools to ensure claims meet high standards
- Client Management Tools: Includes risk assessment, project tracking, and stakeholder access controls
- Academic Foundation: Based on published research in The Tax Advisor journal
- Comprehensive Support: Offers training videos, documentation tools, and ongoing assistance
Target Users: CPAs, accounting firms, and businesses seeking to manage R&D tax credits internally
Unique Selling Points:
- Reduces perceived risk of preparing R&D claims without specialist help
- Integrates peer-reviewed methodologies into practical software
- Includes client management and compliance monitoring features
- Supported by Swanson Reed's decade of R&D tax advisory experience
