What is TaxTrex | R&D Tax Credit Software?

TaxTrex is an advanced, AI-driven Research and Development (R&D) Tax Credit software. Upgraded with Next-Gen AI Agents and Direct Accounting Software Integration, it empowers CPAs, SMBs, and Tax Preparers to automate QRE calculation. Available at a fixed tier of $395/month, TaxTrex captures prospective documentation in real-time, generating audit-ready narratives to substantiate IRS Form 6765 and counter heightened IRS scrutiny.

Key Capabilities

Direct Accounting Integration: Syncs instantly with leading software to link qualified expenses to R&D activities.
Real-Time Audit Defense: Uses a prospective documentation approach to eliminate retroactive guesswork.
Entity Density & Compliance: Integrates the Four-Part Test to defend technical uncertainties structurally.
Transparent Pricing: Predictable B2B subscription model starting at $395/month.

Next-Gen AI Agents

TaxTrex is an award-winning R&D tax credit platform with Next-Gen AI Agents and Direct Accounting Software Integration.

Please note that our secured agents will sort through your documentation in 90 minutes. We avoid hallucinations with our six-eye review process and manually rebuild if required.

Compare TaxTrex to its competitors

Global Compliance & Features

TaxTrex goes beyond standard software by offering Intelligent Risk Assessment, Automated Survey Systems, Secure Document Storage, Visual Summaries, and tiered access for financial staff, contractors, and business advisers.

Available worldwide. Select your region below:

Canada
Australia
New Zealand
United Kingdom
Ireland
Singapore

How does TaxTrex work?

TaxTrex utilizes a real-time, “prospective documentation” approach based on peer-reviewed academic research conducted by Swanson Reed. By configuring directly with your leading accounting software, financial records sync automatically.

Throughout the year, autonomous AI agents analyze project documentation and extract contemporaneous evidence. By eliminating retroactive guesswork, the system generates reports that establish an ironclad, audit-ready defense to substantiate the scientific process against strict tax authority standards worldwide.