User access for R&D tax advisers, clients and tax preparers

TaxTrex is the first software system to connect the R&D tax adviser, the client and the tax preparer on the same R&D claim.

Each user is given access that matches their role. The client completes and signs off the surveys; the R&D tax adviser reviews the evidence, the risk assessment and the position paper; the tax preparer sees what they need to prepare the return.

Everyone works from the same time-stamped record, so communication and transparency stay high without compromising security.