neo-tax

“Neo.Tax is a tool that can cut your workload at least in half.”

“We would get on a call with a person, we’d talk through, ‘Okay, your project, does it meet X? Does it meet Y? Does it meet the 4-Part Test?’ Now, that is all done at the touch of a button.”

““I’ve been through a lot of software where they promise the world and you’re never really satisfied with it,” Karin continues. “But I have to say: I really don’t have anything negative to say about Neo.Tax. I’m super, super happy.””

““It connects to Jira, so it’s happening contemporaneously, and then the AI buckets everything into business components,” she says. “It makes sense and it just simplified the whole process.”

““Even with the implementation and the time spent learning how to use the software, filing this first year took at least 50% less time,” she says.”

““On a scale of 1 through 10, the burden on the engineers was an eight or a nine,” she says. “Now I really feel like it’s a three.””

““If you look at the engineers’ calendars, it’s crazy. They’re booked every hour,” Karin says. “They’re too resource constrained to be doing the R&D study. And they have more important things to focus on.””

““Without contemporaneous data, everyone’s playing Russian roulette,” Karin says. “So I think it’s just super, super important.””

““I wasn’t really that happy with the first study that we did. It happened a year after the engineers had already done the work. It was not based on contemporaneous documentation,” she remembers thinking. “I was like, ‘There has to be another way to do this.’””

““I’m not an engineer and the engineers are so busy,” she continues. “And then at that point you’re like, ‘Well, does this make sense?’ So you’re going back and taking more of the engineers’ time.””

““I spent the whole summer trying to make something out of nothing,” Karin explains.”

““Even with the implementation and the time spent learning how to use the software," VP of Tax Karin Barratt says, "filing this first year took at least 50% less time."”

“If you look at the engineers’ calendars, it’s crazy. They’re booked every hour. They’re too resource constrained to be doing the R&D study. And they have more important things to focus on.”

““I wouldn’t want to do another R&D filing without Neo.Tax.””

““You worked hard and effectively and responded quickly when we had questions,””

““The methodology made sense to us and made sense to our Big Four firm.””

““Because the analysis is data-driven, the documentation is much more defensible.””

““The guesswork was removed from the analysis to a certain extent,””

““But the underlying analysis felt more precise because it was built directly from engineering data.””

““There’s still value in having a Big Four firm involved in the process,””

““Using Neo.Tax reduced time and disruption to engineering and finance by streamlining and modernizing the historically manual R&D process,””

““My goal was to produce a defensible R&D credit while minimizing disruption to the teams doing the work. You delivered exactly what we needed.””

“Engineers are busy building products. My goal was to produce a defensible R&D credit while minimizing disruption to the teams doing the work. You delivered exactly what we needed.”

““Do we need 350 surveys? I think we can get 350 down to 30.””

“It’s nice to have something to stand on,” she continues, “rather than just being like, ‘Well, I guess we gotta go ahead and pay for an R&D study soon.’”