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TaxTrex Reviews & Product Details

Contact: TaxTrex Address: 1120 South Fwy Ste 127, Fort Worth, TX 76104, USA Phone: (817) 730-9726 Website: https://taxtrex.ai/ About: TaxTrex is a powerful AI-driven platform built specifically for R&D tax credits. It streamlines the entire claims process by guiding users step-by-step, helping them prepare and self-claim credits in as little as 90 minutes. With automated data capture, intelligent risk assessment, and audit-ready documentation, TaxTrex ensures speed, accuracy, and full compliance without the usual complexity.

Seller

TaxTrex

Discussions

TaxTrex Community

Languages Supported

English

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TaxTrex | Research Tax Software (TaxTrex | Research Tax Software)

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TaxTrex Reviews (5)

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MA

Matt A.

Fractional CMO For B2B SaaS Companies | Cyber Security Expert | Helping Founders Scale

Security and Investigations

Small-Business (50 or fewer emp.)

9/15/2025

"An Efficient Tool for Tax Credits"

5/5

What do you like best about TaxTrex?

The most valuable features for me is the intelligent risk assessment. The software's ability to evaluate claim documentation against IRS guidelines proactively is a key component. This features, combined with the automated survey system, makes the entire process more defensible and less prone to human error. Review collected by and hosted on G2.com.

What do you dislike about TaxTrex?

The software is a strong solution for its intended purpose. It is a highly specialized tool, so a potential downside could be a lack of flexibility for very niche R&D projects that don't fit its survey structure perfectly. Review collected by and hosted on G2.com.

What problems is TaxTrex solving and how is that benefiting you?

TaxTrex addresses the complexity and time-intensive nature of preparing R&D tax credit claims. The software's automated, AI-driven process and structured documentation framework made it possible to complete the claim quickly and with a high degree of confidence in its compliance. This saved us significant administrative time ad resulted in a successful claim that provided a financial benefit to our company. Review collected by and hosted on G2.com.

ME

Mark E.

CEO of GreenLeaf Accounting Group

Accounting

Mid-Market (51-1000 emp.)

9/21/2025

"Efficient R&D Documentation"

5/5

What do you like best about TaxTrex?

The real-time documentation and AI-powered compliance insights are the best features. The software creates a contemporaneous audit trail, which provides confidence that our claims meet IRS guidelines. The platform’s foundation in peer-reviewed research also gives it a level of credibility that other solutions lack. Review collected by and hosted on G2.com.

What do you dislike about TaxTrex?

While the software is effective, the user interface could benefit from more customization options. I would prefer additional filters and reporting features to tailor the data analysis to specific internal needs. Review collected by and hosted on G2.com.