Built for Tax Advisors and In-House Tax Teams
Defensible Evidence for Every Software R&D Claim. You File. We Substantiate.
Whether you're advising clients or filing in-house, you've probably heard "We think we worked on that in Q3?" one too many times.
CodeROI doesn't file returns. We deliver the substantiation that makes filing fast and defensible. Audit-ready evidence for Form 6765 Section G, Section 174 deductions, ASC 350-40 capitalization, and SR&ED. Every claim is sourced from your client's code repositories and traced to actual engineering events. You can defend every dollar.
Bring your own clients or let us connect you with new ones. You file, we provide the evidence.
How CodeROI Partners to with Tax Firms
Filing an R&D credit takes three steps. CodeROI handles the hardest one.
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CodeROI captures the evidence in real time.
Sourced from your client's code repositories, traced to every engineering event, immutable and timestamped. -
Your firm produces the study.
Form 6765 Section G narratives, Section 174 schedules, and ASC 350-40 capitalization workpapers, all built from CodeROI's evidence. If a client doesn't have a firm, we'll connect them with one from our network. -
The return gets filed by the firm.
Audit-ready, defensible at the line-of-code level.
Built for Your Workflow
Tax advisors at firms. In-house teams at software companies. Same goal, different workflow. CodeROI fits both, and partners with whoever files.
Focused Clarity For External Tax Advisors
Bring CodeROI into your R&D credit practice. Defensible evidence for every client filing, sourced from their code. Less time chasing engineering screenshots, more time advising.
For In-House Tax Teams
Run R&D credits, Section 174 deductions, and ASC 350-40 capitalization in-house with defensible evidence. Coordinate cleanly with your external audit and tax teams.
The Partnership Model
You file the return. CodeROI supplies the substantiation. Whether you bring your own clients or work with ones from our network, you own the filing. CodeROI doesn't file returns. We deliver the evidence that makes filing fast and defensible.
Partner with CodeROI today.
Your clients earn the credit, we help them prove it, and you tell the story.
