# Best Tax Credit Providers with R&D Capabilities - Page 2

## How Many Tax Credit Providers Products Does G2 Track?

**Total Products under this Category:** 57

### Category Stats (Aug 2026)

- **Average Rating:** 4.73/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Swanson Reed | Specialist R&D Advisors (+0.16%) - Among all products in this category, Swanson Reed | Specialist R&D Advisors recorded the largest rating increase compared to last month

_Last updated: August 06, 2026_

## How Does G2 Rank Tax Credit Providers Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 300+ Authentic Reviews
- 57+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Tax Credit Providers
 ![G2 Grid® for Tax Credit Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/tax-credit-providers/grids.png?focus%5B%5D=1433018&focus%5B%5D=55613&focus%5B%5D=1275848&focus%5B%5D=1466358)

Highlighted products: Swanson Reed | Specialist R&D Advisors, Pilot, WOTC.com, and Haven.

Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-credit-providers/grids.json?focus%5B%5D=swanson-reed-specialist-r-d-advisors&focus%5B%5D=pilot&focus%5B%5D=wotc-com&focus%5B%5D=haven-2025-06-02)

**Sponsored**

### Alteryx

Alteryx, through it's Alteryx One platform, helps enterprises transform complex, disconnected data into a clean, AI-ready state. Whether you’re creating financial forecasts, analyzing supplier performance, segmenting customer data, analyzing employee retention, or building competitive AI applications from your proprietary data, Alteryx One makes it easy to cleanse, blend, and analyze data to unlock the unique insights that drive impactful decisions. AI-Guided Analytics Alteryx automates and simplifies every stage of data preparation and analysis, from validation and enrichment to predictive analytics and automated insights. Incorporate generative AI directly into your workflows to streamline complex data tasks and generate insights faster. Unmatched flexibility, whether you prefer code-free workflows, natural language commands, or low-code options, Alteryx adapts to your needs. Trusted. Secure. Enterprise-Ready. Alteryx is trusted by over half of the Global 2000 and 19 of the top 20 global banks. With built-in automation, governance, and security, your workflows can scale and maintain compliance while delivering consistent results. And it doesn’t matter if your systems are on-premises, hybrid, or in the cloud; Alteryx fits effortlessly into your infrastructure. Easy to Use. Deeply Connected. What truly sets Alteryx apart is our focus on efficiency and ease of use for analysts and our active community of 700,000 Alteryx users to support you at every step of your journey. With seamless integration to data everywhere including platforms like Databricks, Snowflake, AWS, Google, SAP, and Salesforce, our platform helps unify siloed data and accelerate getting to insights. Visit Alteryx.com for more information, and to start your free trial.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1005092&secure%5Bchosen_at%5D=2026-08-14T23%3A54%3A11Z&secure%5Bdisplayable_resource_id%5D=620&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=989&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=989&secure%5Bresource_id%5D=1005092&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ftax-credit-providers%2Ff%2Fr-d%3FD%2BTax%2BCredit%255D%255B%255D%3D1002508%26page%3D2&secure%5Btoken%5D=36dccc373aebc649d46d312a6be4d859734b7daab7cca3dbfa81feafdf959817&secure%5Burl%5D=https%3A%2F%2Fwww.alteryx.com%2Ftrial%3Futm_source%3Dg2%26utm_medium%3Dreviewsite%26utm_campaign%3DFY25_Global_AllRegions_AlwaysOn_AllPersonas_IndustryAgnostic%26utm_content%3Dg2_freetrial&secure%5Burl_type%5D=free_trial)

### [Relay](https://www.g2.com/products/allset-relay/reviews)

A new way to claim for R&D tax credits: just you, our app & absolutely no agents.

#### Who Is the Company Behind Relay?

- **Seller:** [AllSet](https://www.g2.com/sellers/allset)
- **Year Founded:** 2020
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=811167525892ae60166d9cf01c94bd7b7aa18ab31a4270f89fe1bdcc5e6fa1ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftherelayapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [RetroacDev R&D Tax Credit automation software](https://www.g2.com/products/retroacdev-r-d-tax-credit-automation-software/reviews)

RetroacDev is a machine learning-driven R&D Tax Credit automation software built for accountants who provide R&D study services. RetroacDev has been used to prepare more than 300 R&D studies and claim over $30 million in federal R&D Tax Credits. Using machine learning, big data, and automation in R&D Studies helps: + Eliminate time-consuming interviews with R&D managers and employees. + Minimize operational disruption. + Strengthen documentation of Qualified Research Activities with data.

#### Who Is the Company Behind RetroacDev R&D Tax Credit automation software?

- **Seller:** [RetroacDev](https://www.g2.com/sellers/retroacdev)
- **Year Founded:** 2018
- **HQ Location:** Boston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=433c393a60c80106dcacc6ff60d86dd603953d7fa2f3f35a8804a5d71cf3756c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretroacdev&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

- [‹ Prev ‹ Prev](/categories/tax-credit-providers/f/r-d?D+Tax+Credit%5D%5B%5D=1002508&filters%5BR%26D+Tax+Credit%5D%5B%5D=1002508&order=g2_score#product-list)
- [1](/categories/tax-credit-providers/f/r-d?D+Tax+Credit%5D%5B%5D=1002508&filters%5BR%26D+Tax+Credit%5D%5B%5D=1002508&order=g2_score#product-list)
- 2
- Next › Next ›

Spotlight Categories

[Board Management Software](https://www.g2.com/categories/board-management)

[Survey Software](https://www.g2.com/categories/survey)

[Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management)

[Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft)

[Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform)

Similar Categories

- [409A Valuations Providers](/categories/409a-valuations-providers)
- [Accounting Firms](/categories/accounting-firms)
- [Auditing Services](/categories/auditing-services)
- [Bookkeeping Services](/categories/bookkeeping-services)

- [Business Process Outsourcing (BPO) Service](/categories/business-process-outsourcing-bpo-service)
- [Enterprise Performance Management (EPM) Consultants](/categories/enterprise-performance-management-epm-consultants)
- [Financial Consulting](/categories/financial-consulting)
- [Investment Firms](/categories/investment-firms)

- [Other Business Finance](/categories/other-business-finance)
- [Tax Services](/categories/tax-services)

[Browse Tax Credit Providers Themes](/categories/tax-credit-providers/themes)

Below are the top-rated Tax Credit Providers with R&D capabilities, as verified by G2’s Research team. Real users have identified R&D as an important function of Tax Credit Providers. Compare different products that offer this feature so you can decide which is best for your business needs.

Show More