CPAs’ clients love to explain why they should get tax credits and incentives.
Tax Credit Planning Questionnaire
You can be the tax credit resource they need to help all of their clients.
Insights Home Page
They need a way to explore every incentive opportunity for every client – and that includes you.
All Opportunities Page
And clients will help!
Opportunity Workspace
Now you’ll all get on the same tax credit page.
Individual project page for members of the project
Everybody wants organized and secure information.
Document sharing modal within a project
Your tax credit projects show up for all of their clients.
All project page
You Believe
Every client has the right to pay no more than the correct amount of tax. Your tax credit and incentive services help them do just that.
It’s TaxCredible!