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TaxTrex

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5 reviews
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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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JS
James S.
Computer Numeric Control Mechanist at Crysteel Manufacturing
09/16/2025
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Verified Current User
Review source: Organic

Great for Capturing engineering time and costs

Strong categorization, clear client reports.
Matt A.
MA
Matt A.
Fractional CMO For B2B SaaS Companies | Cyber Security Expert | Helping Founders Scale
09/15/2025
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Verified Current User
Review source: Organic

An Efficient Tool for Tax Credits

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.

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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.

Details

Year Founded
1984
Website
Taxtrex.online