Leveraging Technology to Maximize Your R&D Tax Credits

October 23, 2025 11:00am ET

Tax technology has long been recognized for its efficiency, but with the rise of AI, the benefits well exceed faster workflows. Modern R&D tax credit solutions not only enhance report accuracy but also strengthen claim substantiations and maximize credit potential. In this joint webinar, Exactera’s R&D tax credit experts will team up with Claire Tsukuda, CEO of the leading tax technology firm Kipsi, to explore how technology is transforming R&D tax credit claims—enhancing claim quality, uncovering new opportunities, and streamlining processes. We’ll also discuss technology’s limitations and why seasoned R&D tax experts are still relevant.

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Learning Objectives

Understand the evolving role of R&D tax credit technology, especially AI, in today’s R&D tax credit landscape.

Explore how tech-driven solutions can boost efficiency and improve report quality, including the accuracy of the new Form 6765, throughout the claim process.

Discover how R&D tax credit tools can help maximize credits by uncovering new opportunities, identifying overlooked data, and providing the detailed support needed to substantiate complex claims.

Examine how to use technology for audit support.

Discover why human R&D tax credit experts remain essential for analyzing information and applying sound judgment.

Speakers

Joshua Fattore

Senior Manager, R&D

Senior Manager at Exactera, Fattore leads client engagements and conducts research surrounding global emerging R&D tax incentives. With 10+ years in tax and R&D, Fattore's expertise spans various industries, including financial services, software development, retail and pharmaceuticals.

Mark McGee

Director, R&D Tax Credits

Mark McGee leads the R&D tax credit group at Exactera. With 18 years of R&D tax credit experience, he serves as a tax technical resource and quality assurance manager for the Exactera Professional Services Team. McGee’s expertise spans various industries, including financial services, software development, high-frequency trading, retail, pharmaceuticals, medical instruments, chemical manufacturing, integrated circuit manufacturing, automotive, agriculture, and food and beverage.

Claire Tsukuda

CEO, Kipsi

Claire Tsukuda is the CEO and co-founder of Kipsi, a software company using AI and automation to optimize how accounting firms manage R&D tax credit studies for their clients.