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Perform accurate R&D studies with confidence

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Strengthen R&D Credit documentation for clients

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Better serve software clients & build a more comprehensive tax offering

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Grow your business and boost existing customer retention & satisfaction

Successfully claim R&D tax credits for your clients

We understand that it’s difficult to create a custom R&D study for each client’s unique situation and your clients may not know what data to give you.

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$100 million in QRE documented
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We have extensive hands-on experience with the tools your clients use
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150+ R&D Studies powered
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1. Schedule a Call

We’ll ensure a great fit.

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2. Product Demo

We’ll show you how it works.

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3. Create a Plan

Verify software compatibiltity.

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"RetroacDev is the best R&D Study solution for accountants with SaaS & Technology clients. RetroacDev’s process helps us analyze our clients’ data to produce R&D Credit numbers we can trust."

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Joe & JR Faris

Accountalent

"Prior to RetroacDev, we relied on clients' representations to document R&D expenses which carried too much risk. Using technology to solve a tax problem is appealing and also provides risk mitigation."

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Jeremy Dubow

NDH

"The team at RetroacDev has helped me strengthen our documentation for R&D tax credit studies across multiple clients by building custom integrations with the project management software my clients use."

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Bryant Park

Launch CPA

"RetroacDev is airCFO's chosen R&D partner. By using RetroaDev's platform, airCFO can easily access and organize our clients technical data to perform a thorough R&D analysis. This allows us to claim the maximum allowable R&D tax credit for our clients while producing thorough documentation to support the claim."

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Greg Jackson

airCFO

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How to get the right information from your clients for a successful R&D tax credit filing

Identify your client's work that qualifies for the tax credit

Clearly guide clients through collecting the right information

Avoid signing off on an incorrect claim

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How do you handle companies that don’t develop software?

We focus specifically on helping accountants perform R&D studies for their Software and Technology clients. We are ourselves a software company and it is what we know best.

How do you handle people who are not engineers?

For R&D employees who are not engineers, such as C-Suite execs and Product Managers, we're able to use data from popular project management software like Jira, Pivotal Tracker, Rally, and more to document their involvement in R&D.

Will my clients be comfortable sharing this data?

Your clients do not share their actual code with RetroacDev. They only share metadata about changes made to the codebase during the development process. Additionally, your clients have total control over and visibility into which metadata they share.

Do you offer audit protection?

We are not licensed to defend you before the IRS, but if your client is audited we will make ourselves entirely available for audit support. Our data-driven methodology and documentation are the value we bring to our accountant partners.

Has your documentation been audited?

The first R&D Studies we powered were in 2018, so no clients have been audited yet. However, the accountants that use RetroacDev are confident the reports and contemporaneous documentation we produce will stand up against an IRS audit.