Loading
Neo.Tax R&D Tax Credit
Copied to clipboard

About

Neo.Tax is an early leader in simplifying and automating taxes for startups and small businesses, starting with making the R&D tax credit simple to prepare for businesses – and enabling fintechs and accountants to offer this seamlessly to their customers. Using Neo.Tax, companies can spend as little as 30 minutes preparing their R&D Tax Credit, where they can get as much as $250k back. It's simple, trusted and accurate.
  • Overview
  • Integrations
  • Showroom
Microsoft Azure Marketplace
Microsoft Azure MarketplaceFind, try, and buy apps on Azure Marketplace.
Amazon Web Services Marketplace
Amazon Web Services MarketplaceThe new sales channel for ISVs and Consulting Partners to sell their solutions to AWS customers.
CloudBlue Commerce
CloudBlue CommerceMulti-tier commerce platform that allows you to launch marketplaces to partners, resellers and end customers.
Google Cloud Platform Marketplace
Google Cloud Platform MarketplaceExplore, launch, and manage production-grade solutions in just a few clicks
Workato
WorkatoAn enterprise automation platform that helps organizations work faster and smarter
Prestashop
PrestashopLaunch your online store right now. There’s a solution to suit everyone’s needs.
Intuit Quickbooks
Intuit QuickbooksQuickBooks helps new and growing businesses find their way faster.
Oracle Applications Suite
Oracle Applications SuiteEnterprise resource planning software applications from Oracle Corporation.
OpenCart
OpenCartSimple to start. Easy to run.
Oracle NetSuite
Oracle NetSuiteAn integrated cloud business software suite.
Mulesoft Anypoint Platform
Mulesoft Anypoint PlatformConnect any app, data, or device - in the cloud, on-premises, or hybrid.
Microsoft Dynamics 365
Microsoft Dynamics 365CRM and ERP applications
Microsoft AppSource Marketplace
Microsoft AppSource MarketplaceFind the right app for your business needs.
BigCommerce
BigCommerceFlexible, open SaaS platform leading a new era of ecommerce.
Magento Commerce
Magento CommerceCreate engaging, shoppable experiences with Magento Commerce.
Ingram Micro Cloud Marketplace
Ingram Micro Cloud MarketplaceTake Your Business to the Next Level with Ingram Micro Cloud Marketplace.
HCL Commerce
HCL CommerceA modern commerce platform designed to grow with your business​
CloudBlue PSA
CloudBlue PSAIntegrate sales, operations and finance in one system
Zapier
ZapierConnect your apps and automate workflows
Autotask
AutotaskThe End-to-End Software Suite for ITSPs & MSPs
D&H
D&HDistributor of IT, business technology, electronics, consumer solutions, home solutions for reseller and retailer serving SMBs,
AppDirect
AppDirectDistribute your products through a network of SaaS marketplaces.
Ecwid
EcwidE-commerce Shopping Cart is Fast and Easy to Use
Apigee
ApigeeDesign, secure, analyze, and scale APIs anywhere with visibility and control.
Dell Boomi
Dell BoomiAccelerate your business. Connect everything, engage everywhere and run anywhere .
Arrow
ArrowSimplify the Complexity of Delivering Cloud Services
CloudBlue Connect CLI
CloudBlue Connect CLICommand line tool to automate common tasks with CloudBlue Connect
Flowgear
FlowgearCreate & manage enterprise-grade integrations & workflows in minutes not months.
Connectwise Manage
Connectwise ManageThe powerful PSA software designed to help MSPs improve efficiencies, enhance the customer experience, and increase revenue.

Why Neo.Tax R&D Tax Credit?

Our automated tax solution is ideal for startups and small businesses, who are generally in the growth phase and investing in R&D. By providing our solution to these companies you are also letting them know about federal and state tax credits they could be eligible for. The saving they receive from the tax credit will help extend their runway and put up to $250k back into their business.

Neo.Tax customer persona

Top segments by size (# employees)
B2C
Micro
0 employees
SOHO
1 – 4 employees
Small SMBs
5 – 9 employees
Medium SMBs
10 – 49 employees
Large SMBs
50 – 249 employees
Corporate
249 – 999 employees
Enterprise
999+ employees
Top segments by vertical
Technology
Manufacturing
Medical
Segment 4
Segment 5
Segment 6
Not targeted customer segment
Secondary customer segment
Sweet spot

Needs

  • Need to prepare their R&D tax credit.
  • Need a way to do this that won’t take hours of their time.
  • Need a solution that walks them through the complexities of the tax credit.

Wants

  • Want to quickly prepare their tax credit.
  • Want to know they are getting the maximum return.
  • Want to ensure they are preparing the tax credit correctly and be protected from future audits.

Pain points

  • Startups and small businesses are not aware of this tax credit and if they are, in many cases are told it is not worth their time to prepare it.
  • Preparing this tax credit is incredibly time consuming and tedious.
  • Preparing the tax credit incorrectly could put them in risk of being audited.

Contact us Contact us
Revolutionize your business

Talk with a CloudBlue expert today to get started