Everything you need to deliver R&D credits
A complete, ready-to-resell R&D credit engagement — with your brand on top.
Your brand on everything
Fully branded studies, reports, and client-facing deliverables carry your logo and colors — never ours.
Specialist-prepared studies
Every claim is built to the Section 41 four-part test and reviewed and signed by a credentialed specialist.
Audit-ready workpapers
Form 6765, QRE workbooks, and technical narratives your clients' CPAs can file with confidence.
Partner dashboard
Track referred clients, study status, and payouts in one place.
Audit support included
If a claim is examined, we stand behind the workpapers and support the response at no extra cost.
Dedicated partner manager
A single point of contact to onboard your team and keep every engagement moving.
Why firms partner with us
Add a high-value service line without building an R&D practice — you keep the clients, we do the specialist work.
Add R&D credit studies to your services with an attractive partner margin.
Our specialists do the technical work; you own the relationship and the brand.
We work behind the scenes and never solicit your clients — contractually.
Most studies completed in 2–4 weeks from complete documentation.
Documentation built to examination standard protects your reputation as well as your client.
Go live quickly with templates, training, and fully branded assets ready to use.
