R&D Tax Credit Software Built for Real Businesses.
Guided software and expert review take you from kickoff to a filing-ready study, without the paperwork headache.
Claim more. Stress less.
Guided, not guesswork
Answer simple, guided questions instead of interpreting tax rules or chasing document lists.
Every study expert-reviewed
Experienced R&D tax professionals review every study before it's finalized. Not automation alone.
Built by practitioners
Designed around how R&D studies actually get done, so you get fewer duplicate requests and clearer communication.
Your whole team, one workspace
Engineering, finance, and leadership contribute in one secure place, not across scattered emails and folders.
Four simple steps, start to finish.
The platform shows you exactly where your study stands and what's needed next, every step of the way.
Kick Off
Answer guided questions about your business and projects. No long document lists to interpret on your own.
Production
Step-by-step prompts capture what your study needs, and the platform organizes it for you.
Review
Our R&D tax professionals review every study, flag gaps, and answer questions right in the platform.
Delivery
Your finished study arrives in one place, ready for you or your CPA to file.
Connects to your payroll and accounting systems.
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Help From Real Experts
It's About Creating Value for Your Clients
Manage every client study in one easy-to-use partner portal.
See the GOAT.tax Platform in Action.
Get a guided walkthrough and see how your study moves from kickoff to delivery.
350+ years of collective R&D tax credit experience at your fingertips.