TaxTrex | R&D Tax Credit Software

BACKGROUND

Please describe your company and position.

I am the President of Insurance Agency

Describe what your company does in a single sentence.

Insurance Agency operating in the Health & Medicare Insurance industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TaxTrex | R&D Tax Credit Software to accomplish?

• Survey
• File Business Taxes

SOLUTION

How did you find TaxTrex | R&D Tax Credit Software?

• Online Search
• Clutch Site

Why did you select TaxTrex | R&D Tax Credit Software over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from TaxTrex | R&D Tax Credit Software were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We used TaxTrex to prepare our R&D tax credit claim from start to finish. The platform guided us through a step-by-step process, using an automated survey system to collect time-stamped project data from our R&D staff throughout the year. The key deliverable was a substantiated, audit-ready claim built on contemporaneous documentation rather than reconstructed records.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Claim preparation time dropped to around 90 minutes, compared to the weeks it typically took with manual tracking and traditional consultants. The data collected throughout the year was consistently time-stamped, which gave us more accurate documentation than what we'd assembled in past filing seasons.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The guided workflow kept us on schedule without needing outside coordination — the survey prompts arrived on a consistent cadence and the platform flagged what was still needed. We didn't run into delays at any stage of the process.

What was your primary form of communication with TaxTrex | R&D Tax Credit Software?

Email or Messaging App

What did you find most impressive or unique about this company?

TaxTrex | R&D Tax Credit Software's automated, time-stamped data collection stood out most. Instead of scrambling to piece together documentation at filing time, the system had already captured accurate project details as the work happened.

Are there any areas for improvement or something TaxTrex | R&D Tax Credit Software could have done differently?

Some of the survey prompts could use clearer wording for R&D staff who aren't familiar with tax terminology — a few team members needed extra context before answering accurately.