# TaxTrex — United States > TaxTrex is AI software that helps CPAs offer R&D tax services to their clients. This is the TaxTrex site for United States (https://taxtrex.ai/), published by Swanson Reed. TaxTrex helps accountants and companies document, substantiate and claim R&D tax incentives: three short real-time surveys a year, a risk profile for every project, time-stamped records, activity mapping and exportable reports. The pages listed here are written for readers in United States; the other country sites are listed at the end. Pricing on this site: fixed fee from USD 375 per month, or a success fee (Fees calculated at 5% of your net R&D tax credit per year). Free tiers apply to accountants/advisors and to Swanson Reed clients — see the pricing pages for conditions. United States office: 1120 South Freeway, Suite 127, Fort Worth TX 76104. Phone: +1 817-730-9726. Sections: "Key pages" are the main product, pricing and support pages; "Product features and guides" cover individual features; "Articles and guides" are editorial pages on R&D tax claims, documentation and substantiation; "Machine-readable indexes" point at the sitemap and crawl policy — every page also carries Schema.org JSON-LD (Organization with this country's office, WebSite, WebPage; product and pricing pages add a SoftwareApplication node with priced offers); "Optional" holds legal and confirmation pages. Content last modified: 2026-01-08. Pages listed: 26. ## Key pages - [Home](https://taxtrex.ai/): TaxTrex is AI software that helps CPAs offer R&D tax services to their clients. - [For companies](https://taxtrex.ai/companies/): Thinking about claiming the R&D Tax Credit? TaxTrex is software that helps you claim and substantiate the R&D Tax Credit while saving you time and money. - [Features](https://taxtrex.ai/features/): The risk assessment algorithm will alert you on issues with eligibility, lack of substantiating documents, and commercial production concerns. - [Pricing](https://taxtrex.ai/pricing/): Choose from Fixed or Success Fee pricing. Fixed Fee pricing from $375 per month. Success Fee pricing from 5% of your benefit. - [Fixed fee pricing](https://taxtrex.ai/fixedpricing/) - [Success fee pricing](https://taxtrex.ai/success-fee-pricing/) - [Training and demo videos](https://taxtrex.ai/training-demo-videos/) - [FAQs](https://taxtrex.ai/frequently-asked-questions/): FREQUENTLY ASKED QUESTIONS If you would like to sign up to TaxTrex you can call us on 1-844-467-9267 or schedule a call. - [Contact](https://taxtrex.ai/contact/): Call, email or schedule a call — a specialist replies within one business day, usually the same day. - [Academic research](https://taxtrex.ai/academicresearch/): Learn how to effectively document QRAs for the R&D Tax Credit. A practical resource for companies to maximize eligible research incentives. - [Enrol](https://taxtrex.ai/taxtrex-enrolments/): If you are not eligible for the incentive, we won’t charge you anything. Feel free to enroll now, and one of our specialists will contact you. ## Product features and guides - [AI in R&D Tax](https://taxtrex.ai/ai/): The Emergence of AI in R&D Tax Credit Substantiation AI in R&D Tax The Shift Eligibility Analyzer Market Explorer Find Your Fit The Shift Eligibility Analyzer Market Explorer Find Your Fit The New… - [Activity mapping: R&E and directly related activities](https://taxtrex.ai/activity-map/): R&Eand Directly Related activities at the end of the fiscal year when all surveys have been completed TaxTrex will produce an activity map to visually represent - [Document storage facility](https://taxtrex.ai/document-storage-2/): Document storage facilityTaxTrex provides one central location where all documentation relating to the R&D project can be stored securely. - [How does TaxTrax work for accountants?](https://taxtrex.ai/accountants-videos/): This award recognizes accounting firms who have developed innovative fintech to enhance the client experience and business outcomes. - [Multi-level user access](https://taxtrex.ai/user-access/): TaxTrex is the first software system to connect the R&D tax adviser, the tax agent, their client, and all R&D contractors connected to the R&D claim. - [Real-time risk assessments](https://taxtrex.ai/risk-assessment/): The innovative TaxTrex risk profile algorithm quickly and efficiently identifies areas of concern within each individual project. - [Real-time surveys](https://taxtrex.ai/surveys/): TaxTrex sends three 20-minute surveys at regular intervals throughout the year. These surveys were designed by R&D experts to record and capture the scientific process as it occurs. - [Time tracking](https://taxtrex.ai/time-tracking/): Tracking and recording the amount of time your staff spend working on R&D projects helps you to maximize your costs and substantiate your claim. - [Time-stamping](https://taxtrex.ai/time-stamping/): One of the key elements of the R&D Tax Credit is that substantiation must be contemporaneous, which places the onus on you to provide documentation to support your claim. ## Articles and guides - [Comparison of international R&D tax credit service providers](https://taxtrex.ai/global-research-tax-provider-comparisons/): Strategic Analysis of the Global R&D Tax Advisory Market: The Ascendancy of the Pure-Play Model and AI-Integrated Compliance Executive Summary The global framework for Research and Development (R&D)… - [International Research and Development Tax Credits and Research Grant Opportunities](https://taxtrex.ai/global-incentives/): Research and Development Tax Credits are offered in many OECD countries. The countries listed below offer Research and Development funding. - [Security](https://taxtrex.ai/security/): The TaxTrex system provides a four-layered approach to security and confidentiality. All data that is entered or uploaded to TaxTrex is encrypted and therefore only accessible to you and authorised… - [Swanson Reed’s Strategic Partnerships and Alliances](https://taxtrex.ai/strategic-partnerships/): Explore the benefits of Strategic Partnerships in the R&D tax credit space. Transform your claim process with technology. ## Machine-readable indexes - [Sitemap](https://taxtrex.ai/sitemap.xml): every published page of this site - [robots.txt](https://taxtrex.ai/robots.txt): crawl policy and the sitemap and llms.txt of every country site ## Other TaxTrex country sites - [Australia — llms.txt](https://taxtrex.ai/au/llms.txt): index of the Australia site at https://taxtrex.ai/au/ - [Ireland — llms.txt](https://taxtrex.ai/ie/llms.txt): index of the Ireland site at https://taxtrex.ai/ie/ - [United Kingdom — llms.txt](https://taxtrex.ai/uk/llms.txt): index of the United Kingdom site at https://taxtrex.ai/uk/ ## Optional - [Copyright Notice](https://taxtrex.ai/copyright-notice/): We do not authorize anyone to copy materials published on this website for personal, commercial or non-commercial use. The sites to which our site links - [Privacy Policy](https://taxtrex.ai/privacy-policy/): We value your privacy. This privacy policy applies to the use of all our web properties including this site.