Mid-Size Accounting Firm
40 hours saved per client
The challenge
A mid-sized accounting firm relied on expensive SaaS tools and manual processes to manage R&D tax credit assessments for clients. The workflow was time-consuming, error-prone, and created bottlenecks during peak season.
What we built
A custom admin and client dashboard with AI-assisted workflows that automated key steps in the R&D tax credit assessment process. The platform replaced multiple SaaS subscriptions and centralized the firm's operations.
The result
40 hours saved per client on R&D tax credit assessments. The firm reduced its SaaS spend, eliminated manual bottlenecks, and gave its team the headspace to focus on higher-value advisory work.