in tax credits our team's practitioners have helped clients claim over their careers.1
Credit realized in as little as 30 days through payroll tax offset or advance funding, where eligible.2
companies have entrusted our team's practitioners with their most complex and valuable tax matters.1
of sealed substantiation with chain of custody, verifiable by your preparer or an examiner.
Claim every dollar you qualify for. Keep every dollar you claim.
The IRS now asks for the file behind the number. R&D Explorer builds that file from the record of the work itself, down to the original ticket and commit.
Refund claims must name the work.
Business components, activities and expenses on every claim. Deficient claims are rejected without Appeals.
The Tax Court draws the line.
Phoenix Design Group: credits disallowed for thin contemporaneous documentation, 20 percent penalty sustained.
Section G arrives.
Business-component detail on the return itself. Optional for most filers this year.
Section G is required.
Required of most filers. Every R&D Explorer study is delivered in this form.
Maximum credit. Minimum effort. Every figure traced to its source.
Your engineers keep shipping.
We read the commits, tickets and threads. Zero surveys, zero interviews.
One methodology across every entity.
Work across repos, projects and channels becomes one defined component. No double counting, year after year.
Every position shows its reasoning.
Each activity is scored against the four-part test with written reasoning and a confidence level.
Documentation that outlives turnover.
Native artifacts captured at study time and retained seven years with chain of custody.
Cash sooner.
Qualified small businesses apply the credit against payroll deposits the quarter after filing. Election and Form 8974 included.
A reviewed study, no tax department needed.
Our tax team reviews the work and an independent CPA reviews the study before filing.
Wages traced to people and to work.
Payroll matched to the activities each person performed. Real wages for identified work.
Works with the accountant you have.
Your preparer gets Form 6765, Section G complete, and a verifiable bundle. Or we pair you with an independent CPA.
It reads the work. Our people take responsibility for the claim.
Every commit, ticket and thread is scored against the four-part test, with reasoning and a confidence level, then grouped into Section G business components. Routine work is excluded with the same rigor.
From connected tools to a filed credit in four steps.
Scope and connect
Fiscal years and entities set. Sources connected through secure OAuth in about twenty minutes.
Discover and classify
Purpose-built AI scores every item against the four-part test and groups the work into business components.
Quantify and attribute
Effort estimated per activity and reconciled to payroll. Each QRE traces to a person, a wage and specific work.
Review and deliver
Tax team review, independent CPA review, then Form 6765 with Section G complete and a sealed substantiation bundle.
Engineers and executives advancing the frontier of AI for tax.
A team that has built machine learning systems, advised federal agencies on AI, run tax credit programs at national scale, and examined R&D Tax Credit claims inside the IRS. That mix is why the product reads the record of the work, and why every study is organized the way an examination is run.
The R&D Tax Credit is one of 435+ federal strategies. We screen all of them against your facts.
Most businesses use a fraction of what the code allows them. The same engine that documents your R&D Tax Credit matches your profile to every program you qualify for, cites the authority for each, and routes the documentation to a practitioner before it reaches your return.
Plain answers to the questions tax directors and founders ask us.
Who qualifies for the R&D Tax Credit?
Businesses that develop or improve products, processes, software, techniques or formulas through a process of experimentation grounded in engineering, computer science or the physical or biological sciences. The four-part test of Section 41 governs. Software, hardware, manufacturing process improvement and life sciences work commonly qualify. Startups with losses can still benefit through the payroll tax offset.
What does "in as little as 30 days" mean?
Two mechanisms can put the credit to work within weeks of filing. Qualified small businesses, with under $5 million in gross receipts and none more than five years back, may elect to apply up to $500,000 of credit against payroll tax deposits beginning the first calendar quarter after the return is filed. Where offered, optional third-party advance funding against a pending refund can be approved within days. Standard IRS refunds on amended returns take months, and we say so up front.
Does the AI prepare my return?
No. Purpose-built AI reads your source systems and drafts the classification, business components and effort estimates. Our tax team reviews every component and makes the final calls, and an independent CPA reviews the study before filing. Deepinvent does not prepare or sign tax returns. The AI does the reading. People take responsibility.
How are fees structured?
A fixed-dollar fee, quoted in writing after a no-cost scoping review and set at signing. The quote reflects the size and complexity of the expected study, and the fee does not change with the outcome of the claim. The independent CPA review is a separate flat fee, disclosed with the quote.
What happens if the IRS examines the claim?
Every study ships with what an examiner asks for first: business components, activities and expenses in Section G form, and the original artifacts behind every figure, sealed and retained for seven years with chain of custody. Our method was built with a former IRS R&D Tax Credit examiner, so the study is organized the way an examination is run. Your preparer responds with the record in hand.
How is our data protected?
Sources connect through OAuth with scoped permissions. Artifacts are sealed with Ed25519 signatures and SHA-256 manifests and retained for seven years. Customer data is never used to train our models. Our SOC 2 Type II attestation is in progress, and an independent penetration test was completed in 2026.
Start with a no-cost scoping review.
Thirty minutes with a practitioner. We tell you whether a study is worth pursuing, what it is likely to be worth, and what it would take from your team.
1 Aggregate figures for engagements led or supported by members of the R&D Explorer team over their careers, including at prior firms, based on figures reported by those firms: more than $20 billion in tax credits claimed and more than 130,000 companies served. These figures are not a measure of results achieved by Deepinvent, Inc., and past results do not predict your outcome.
2 Timing applies to qualified small businesses applying the credit against payroll tax deposits under Section 41(h), beginning the first calendar quarter after the return is filed, or to optional third-party advance funding where offered, subject to approval and fees. Timing depends on filing date and eligibility. IRS refund processing for amended returns takes substantially longer.
The information on this page is general in nature and is not tax advice. Eligibility, credit amounts and timing depend on your facts and circumstances. DeepFi is a brand of Deepinvent, Inc. Deepinvent, Inc. does not prepare or sign tax returns; studies are reviewed by an independent CPA before filing. © 2026 Deepinvent, Inc.