Taxtrex
R&D Tax Services and Strategies for Your Business.
- Category
- Accounting & Finance
- Alternatives
- 6 similar tools
- Last updated
- 4 days ago
- Source
- Official site ↗
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About Taxtrex
Ensure that your business is getting the maximum R&D tax incentives available with the help of experienced professionals from Tax Matters Solutions.
What you get
Additional Information
TaxTrex is an innovative AI software that streamlines the process of preparing and documenting R&D tax credit claims. Tailored for CPAs, it boasts features that help manage R&D claims from assessment to submission, reducing the risks associated with in-house claims.
With TaxTrex, CPAs can prepare R&D claims with little to no risk. The software includes real-time diagnostic tools that ensure claims are completed to the highest standards. Its design allows for easy client management, risk assessment, and includes functionalities like time tracking for staff working on R&D projects.
TaxTrex has been successfully utilized in over 1,500 R&D tax credit studies annually, demonstrating its effectiveness and reliability in the market. It is not only user-friendly but also supports CPAs through a comprehensive training and demo resource section, making it easy to get started for both experienced and novice users.
In addition, TaxTrex prioritizes data security with multiple layers of protection, ensuring clients can document their research progress and securely upload necessary files. This makes it a suitable solution for firms aiming to optimize their R&D claims while maintaining compliance with relevant legislation.
Frequently asked questions
What is Taxtrex used for?
R&D Tax Services and Strategies for Your Business.Is Taxtrex free?
Pricing for Taxtrex varies — see the Pricing section for details.What are alternatives to Taxtrex?
Where can I get Taxtrex?
Taxtrex is available at https://taxtrex.ai.What category is Taxtrex in?
Taxtrex is listed in Accounting & Finance.How do I sign up?
If you would like to sign up to TaxTrex you can call us on 1-844-467-9267 or use our contact form.How do I log on to TaxTrex?
Head over to our the TaxTrex login page and enter your email address and password. If you don’t have your password then click the ‘Don’t know your password?’ link at the bottom of the page and you will be prompted to set a new one.What happens if I lose or forget my password?
Head to the TaxTrex login page and click the ‘Don’t know your password?’ link at the bottom of the page. You will then be prompted to set a new one.I’ve just logged in but not sure where to start. What now?
We have a page full of training and demo videos. Simply click on this link and you’ll find a huge amount of resources to get you started.How do I add a new project?
New projects can be added at any time by selecting the ‘Add a new project’ button in the top right of the screen under the timeline.How do I invite a staff member to access TaxTrex?
Staff members can be invited to TaxTrex at any time by selecting the ‘Manage R&D Staff’ button in the top right of the screen under the timeline.I’ve started a survey but don’t have time to finish it. What should I do?
Each TaxTrex survey has a ‘Save & Exit’ button at the bottom right of the page.How do I upload documentation to TaxTrex?
To store your project’s documentation in TaxTrex go to your dashboard and click on the project name.How do I record the time our staff spend working on R&D projects?
On your dashboard you will see a blue button called ‘Record staff time’ above the search function on the right.What happens if my project has a red or orange risk profile?
TaxTrex synthesizes the information collected from the surveys and generates a risk profile for each project.What happens if I don’t complete my surveys within the specified time?
The timeline at the top of the dashboard will show you when each of the surveys are due.How do I archive a project that has been completed?
Once an R&D project has been completed it can be archived so it is removed from the dashboard.Will data from archived projects still be available?
All archived projects will remain in our system available for you to access at any time.How to I view survey reports?
Your survey answers are automatically timestamped saved within the TaxTrex software.What security protocols do you have in place to protect all uploaded data?
TaxTrex implements four security layers to ensure the confidentiality and safety of your data.
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