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TaxRobot
R&D tax credit software for accountants and tax professionals that calculates, substantiates and documents clients' credits with audit-ready paperwork.
| What the AI does | 'AI-Powered R&D Tax Software' — automation algorithms that calculate and substantiate the credit from linked systems (the pages name the product as AI-powered rather than a specific AI component) |
|---|---|
| Who it serves | Small CPA firms, Tax offices |
| Starting price | Quote-based |
| Pricing model | Quote-based (value-based pricing) |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm |
| Category | Tax Preparation & Review AI |
| Also fits | Tax Planning & Projection AI |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxRobot is listed as a fit for small firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Tax Planning & Projection AI category.
What it costs
TaxRobot is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
TaxRobot is AI-powered R&D tax credit software with a dedicated edition for accountants and tax professionals: open a TaxRobot Agency account, link a client's systems and substantiate the credit with audit-ready paperwork in as little as an hour, with onboarding support from the TaxRobot team and the firm's branding in front of the client. Pricing is value-based and quoted through the Try Our Software form; the partner program offers client discounts for Accounting/CPA partners, and the Houston company also provides WOTC and ERC consulting.
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