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Ratings and Reviews 0 Ratings
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What is Neo.Tax?
Neo.Tax has revolutionized the way startups and accountants approach the R&D Tax Credit by automating its preparation. We have streamlined the intricate process of applying for both Federal and State R&D Tax Credits, enabling startups to potentially receive up to $250,000 in refunds in less than an hour. Our versatile application empowers users to either handle their R&D tax credit preparation independently, receive guidance from our knowledgeable team, or find a balance between the two options. Regardless of the method chosen, every claim is meticulously reviewed by our tax specialists, ensuring that you can submit your credit with complete assurance.
This tax incentive is particularly advantageous for startups and small businesses engaged in research and development, specifically those with revenue below $5 million, profitability of fewer than five years, and R&D efforts conducted by U.S.-based employees or contractors.
By leveraging Neo.Tax's innovative platform, businesses can transform their tax obligations into a strategic advantage, marking the beginning of a new era in tax and accounting automation software that prioritizes ease of use and precision. As we continue to develop our offerings, we remain committed to helping clients navigate the complexities of tax credits with confidence and efficiency.
What is TaxCycle?
TaxCycle provides a robust range of tax software solutions specifically designed for accountants and bookkeepers throughout Canada, aimed at streamlining the tax compliance workflow. This cutting-edge software has evolved to offer multiple modules that accommodate firms of all sizes, ensuring that every tax compliance requirement is addressed effectively. Featuring tools for forms, calculations, and other essential resources, users can efficiently prepare tax returns for individuals, corporations, trusts, partnerships, and information slips. It is crafted to support tax professionals operating in every jurisdiction within Canada, including the province of Québec. Users benefit from real-time alerts regarding potential issues, with Quick Fix solutions available for immediate resolution at the click of a button. Moreover, there is an option to turn off non-essential review notifications, allowing for a more efficient workflow. The software facilitates collaboration among multiple reviewers by incorporating review marks and memos, making management simpler. Its intuitive search functionality resembles that of popular search engines, helping users locate information by entering keywords, line numbers, amounts, account numbers, names, businesses, and more. Additionally, within any given form, users can search the text on the page to swiftly find the specific field they require, significantly improving the efficiency and effectiveness of tax preparation tasks. Overall, TaxCycle empowers accountants to tackle the intricate landscape of tax compliance with enhanced ease and assurance, ultimately elevating the quality of their service.
Integrations Supported
ADP Workforce Now
Amazon Web Services (AWS)
Brex
GitHub
Gusto
Jira
LinkedIn
Paychex Flex
QuickBooks Online
QuickBooks Payroll
Integrations Supported
ADP Workforce Now
Amazon Web Services (AWS)
Brex
GitHub
Gusto
Jira
LinkedIn
Paychex Flex
QuickBooks Online
QuickBooks Payroll
API Availability
Has API
API Availability
Has API
Pricing Information
2% ttl qualifying R&D expenses
Free Trial Offered?
Free Version
Pricing Information
$2,390 one-time payment
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Neo.Tax
Date Founded
2019
Company Location
United States
Company Website
neo.tax
Company Facts
Organization Name
TaxCycle
Date Founded
2010
Company Location
Canada
Company Website
www.taxcycle.com
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management