Strengthen R&D Credit documentation for clients
Better serve software clients & build a more comprehensive tax offering
Grow your business and boost existing customer retention & satisfaction
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.
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.
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.
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.
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.
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.