Product Features
Product Features
Product Features
Product Features
Product Features
Product Features

Product Features

TaxTaker has translated over a decade's worth of strategic R&D tax credit experience into a feature-rich product that can accommodate any size CPA firm.

How TaxTaker Works

Completing a traditional R&D study takes time and we’re here to
change that with competitive flat-fees based upon your service needs.

1
CPA Invites Clients

CPA Invites Clients

Quickly invite clients to connect their accounting, tech, and HR apps.

2
Clients Connect Apps

Clients Connect Apps

Clients easily connect their business apps with a few clicks.

3
TT Calculates Credits

TT Calculates Credits

TaxTaker transforms the client data into IRS Form 6765 (R&D Credit).

Plan Comparison

With extensive industry knowledge and experience serving hundreds of CPA firms and clients nationwide,
we are equipped to provide your CPA firm with the R&D Tax Credit program you’ve been searching for.

Features

Standard
Growth Firm
Enterprise
App Integrations
Track R&D Activities
Federal Credit - 6765
State R&D Credits
Build Reports
Manage Multiple Clients
White Label Branding
Identify Additional Credits
IRS Audit Support
Dedicated R&D Consultant
Standard
Standard
  • ✓ App Integrations
  • ✓ Track R&D Activities
  • ✓ Federal Credit -6765
  • ✓ State R&D Credits
  • ✓ Build Reports
  • ✓ Manage Multiple Clients
  • ✘ White Label Branding
  • ✘ Identify Additional Credits
  • ✘ IRS Audit Support
  • ✘ Dedicated R&D Consultant
Choose
Growth Firm
Growth Firm
  • ✓ App Integrations
  • ✓ Track R&D Activities
  • ✓ Federal Credit -6765
  • ✓ State R&D Credits
  • ✓ Build Reports
  • ✓ Manage Multiple Clients
  • ✓ White Label Branding
  • ✓ Identify Additional Credits
  • ✘ IRS Audit Support
  • ✘ Dedicated R&D Consultant
Choose
Enterprise
Enterprise
  • ✓ App Integrations
  • ✓ Track R&D Activities
  • ✓ Federal Credit -6765
  • ✓ State R&D Credits
  • ✓ Build Reports
  • ✓ Manage Multiple Clients
  • ✓ White Label Branding
  • ✓ Identify Additional Credits
  • ✓ IRS Audit Support
  • ✓ Dedicated R&D Consultant
Choose