The Process
ORANGE tasks are yours, GRAY tasks are the clients’, & BLUE tasks are ours.
1
Introduce SPRX to Client:
Schedule a call or meeting and we’ll join the conversation. Our leaders have been selling R&D credit services for 30+ years.
2
Gather Data:
Gather all R&D credit related data in native format and upload to a secure SPRX Platform interface.
3
SPRX Platform:
• Extract and structure data to align with R&D credit requirements
• Predict qualified activities, time, and costs
• Verify predictions with subject matter experts
• Draft analysis memos for each project and employee
• Evaluate supporting documentation
• Compute federal and state credits
• Prepare tax forms, reports, and supporting schedules
4
Validate & Finalize:
Taxpayer subject matter experts validate predictions through a SPRX Platform interface before finalizing.
5
File the Credits:
Prepare and file the appropriate tax forms.
The Client Experience
Time: Computing the R&D Credit takes days…not months
- Client loads their data
- AI runs predictions and computations
- Client reviews predictions
- Software generates final reports, schedules, & forms
- Total time to complete, approximately 5 days
Team: New skills and new technologies
- SPRX “Solution Engineers” have diverse backgrounds in data science, AI modeling, software programming, accounting, and tax
Economics: Share the profits of efficiency
- Client loads their data
- AI runs predictions and computations
- Client reviews predictions
- Software generates final reports, schedules, & forms
- Total time to complete, approximately 5 days