Intelligent Survey System
TaxTrex surveys were designed by experts to capture the scientific process as it happens. Once a project is
created, surveys are issued at three regular intervals throughout the year. <learn more>
Real-time Risk Assessment
The risk assessment algorithm will alert you on issues with eligibility, lack of substantiating documents, commercial production concerns and other areas that may put the R&D claim at risk. <learn more>
Identify and Resolve
TaxTrex’s real-time risk assessment algorithm goes over the information collected from the surveys and creates a risk profile for the R&D claim. The algorithm evaluates the status of the claim and alerts you if an action is necessary.
If any issues arise, Swanson Reed’s R&D experts will be available to help you ensure your R&D claim is quickly back to good standing. <watch video>
Phone Support: +1 647-846-7079
Research based:
Tested on 500+ R&D claims per year over a 4 year period
This core feature of TaxTrex is what separates it as the professional’s choice.
Swanson Reed’s in-depth research into R&D claims and case law was published in The Tax Advisor.  The research conducted in this paper formed the basis for the TaxTrex concept. <learn more>