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TaxTrex

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5 reviews
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Average star rating
5.0
Serving customers since
1984
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TaxTrex

5 reviews

TaxTrex is a cloud-based software platform developed by Swanson Reed, designed to assist Certified Public Accountants (CPAs) in preparing and documenting Research & Development (R&D) tax credit claims in-house. It simplifies the R&D claim process into three streamlined, audit-ready steps, enabling CPAs to manage the entire lifecycle of a claim—from initial assessment to final submission—without the need for external consultants. Key Features: •Risk Mitigation: TaxTrex addresses the concern that 82% of CPAs have about the risks associated with preparing R&D claims without specialist help. The platform provides tools to prepare claims with reduced risk. •Peer-Reviewed Methodology: The concepts underlying TaxTrex have been published in North America’s leading tax journal, The Tax Advisor, ensuring credibility and adherence to best practices. •Comprehensive Tools: TaxTrex includes features such as client management, risk assessment, and real-time diagnostic tools to ensure R&D claims are prepared to the highest standard. •High Adoption Rate: The platform is successfully applied to over 1,500 R&D tax credit studies annually, demonstrating its effectiveness and reliability. TaxTrex supports CPAs in offering R&D tax services to their clients efficiently and with confidence, leveraging a structured, research-backed approach. Contact: TaxTrex | R&D Tax Credit Software Address: 1120 South Fwy Ste 127, Fort Worth, TX 76104, United States Phone: (817) 730-9726 Website: https://taxtrex.ai/

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TaxTrex Reviews

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Mark E.
ME
Mark E.
CEO at GreenLeaf Accounting Group | Helping SMBs Navigate Complex Tax Compliance & Maximize R&D Credits
09/21/2025
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile

Efficient R&D Documentation

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.
Robert H.
RH
Robert H.
President at SunWave Energy LLC
09/16/2025
Validated Reviewer
Verified Current User
Review source: Organic
Chris Q.
CQ
Chris Q.
Sr. Engineering Manager at Nova Biomedical Products
09/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

Reliable, Audit-Ready R&D claims for Life Sciences

Evidence-first prompts, great for regulated projects.

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Phone:
(817) 730-9726
HQ Location:
Fort Worth, US

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TaxTrex | R&D Tax Credit Software

TaxTrex is a powerful, specialized, AI-driven platform built specifically for R&D tax credits, leveraging advanced machine learning models trained on decades of intricate tax law and IRS guidelines. This technology fundamentally changes how companies identify, substantiate, and claim their valuable research credits. It streamlines the entire claims process by providing a clear, step-by-step guided approach, allowing businesses to prepare and self-claim complex credits in as little as 90 minutes, drastically reducing the time commitment and high costs associated with traditional tax consultancy. This efficiency is driven by an automated survey system that consistently collects and time-stamps project information and detailed data from R&D staff throughout the year, guaranteeing the documentation is contemporaneous and highly accurate. It provides the necessary speed, maximum accuracy, and full regulatory compliance without the historical complexity or burden of manual tracking.

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Year Founded
1984