Research Credit Navigator Demo

Our AI-enhanced system combines and validates your data, saving time while increasing speed and accuracy.

Automated data integration & validation

Screenshot of dashboard with chart widgets pulling from different data sources.

A centralized experience keeps your documents, narratives, and evidence secure and organized. Standardized functions and workflows ensure version control and keep projects on track through all stages of collaboration.

Centralized & secure collaboration

Diagram of interconnected data flow between devices, all pointing to a central file.

Screenshot of user interface with a survey builder workflow overlay

Smart surveys simplify the process of gathering information about qualified research activities directly from the subject matter professionals conducting them. The system tracks responses in real time, turning a time-consuming, error-prone process into a smooth digital experience.

Smart questionnaires & surveys

Screenshot of interface showing example data for survey results.

The Research Credit Navigator calculation engine delivers instant insights into qualifying expenses. Customizable dashboards give you a clear view of progress, and built-in templates keep federal and state submissions clean and consistent.

Real-time dashboards & reporting

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