AI risk assessment and remedy management
As soon as a survey is signed, TaxTrex AI reads it together with the documents you uploaded and checks how well each answer is supported.
You see how many answers are backed by evidence, what is already strong, and a clear list of documents to add, each with the reason it matters. If you uploaded only a one-page memo, for example, TaxTrex would ask for a literature review of current technologies, timesheets and test results.
Issues the risk algorithm looks for include eligibility concerns, insufficient documentation and high-risk activities. Where an issue needs expert attention, Swanson Reed’s consultants work with you to resolve it and strengthen the claim.

A risk rating for the whole claim
At the end of the year, the position paper rates the overall risk of the claim and explains the reasons, with any points your adviser should confirm before filing.

