Exactera has upgraded its R&D tax credit software and services—here’s what it means for you.
While we’re not a full DIY platform (yet), our enhanced technology-driven R&D tax credit services offer smarter automation, streamlined processes, and expert guidance to maximize your credits with less effort.
Customize your R&D tax credit claim experience.
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Add efficiency to your R&D tax credit claim process.
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Access more functionality.
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Experience ease of use and more streamlined services.
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Clients can enter information directly. Engineers can record hours, expenses, and other relevant details.
Starting for tax year 2025, work with Exactera’s R&D tax credit team, and you can:
Provided By Client (PBC)
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Information Data Requests and secure transfer functionality are now integrated into the R&D technology solution.
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The PBC portal serves as a progress dashboard so that our clients can monitor the progress of their engagement in real-time.
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The PBC portal also allows for automated email follow-ups to nudge data collection. This is fully customizable by the client.
Qualitative Surveys
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Qualitative surveys have been upgraded with a new look and feel, and they have been customized to focus on the most common industry activities of our clients.
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The user experience has been substantially enhanced to allow for more clarity in communicating with the SME.
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SMEs can ask questions directly in surveys to receive guidance from Exactera experts.
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Project documentation can be securely uploaded directly to the portal—no more SharePoint uploads or access issues.
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Delegation of surveys can be done with ease.
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Like PBC, customized reminder emails can be used to reach out to SMEs.
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For an additional fee, the surveys can be customized to tailor to a customer’s needs.
Quantitative Surveys
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Quantitative QRE surveys have been upgraded with a user-friendly look and feel.
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Functionality, such as sorting and filtering, is now available.
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Similar to PBC, customized reminder emails can be used to reach out to Subject Matter Experts (SMEs).
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For an additional fee, surveys can be customized to tailor to a customer’s needs.
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Due to Form 6765 changes, employee allocations can now also be split between Direct, Supervision, and Supporting R&D activities.
Reporting
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Our new platform allows for more detailed data to be compiled and presented in the reports.
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The reports have been refreshed for ease of review.
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Separate reporting is provided for meeting the new Form 6765 requirements.
If you have any questions or would like to see a demo of the updated platform, please reach out to your Exactera Project Manager or Mark McGee at mark.mcgee@exactera.com.
Keep a lookout for additional enhancements to our UK, Canada, and Puerto Rico services in the near future.
