Cherry Bekaert (the Firm) is excited to announce the launch of a powerful new Research and Development (R&D) tax credit technology platform, designed to automate, streamline and elevate the R&D tax credit study process. This cutting-edge platform marks a significant advancement in managing R&D engagements—delivering greater efficiency, accuracy and client satisfaction while providing businesses with a more efficient and effective way to claim valuable tax credits.
A Comprehensive, All-in-One Platform
Powered by Kipsi, the solution offers a robust suite of tools that transforms the traditionally manual and time-consuming R&D tax credit process into more automated experience. From data collection to final deliverables, the platform centralizes every step of the engagement on a single, intuitive interface. Through this collaboration, Cherry Bekaert continues to lead the industry in leveraging technology for smarter, more comprehensive tax solutions.
Robust Features for R&D Tax Credit Process
Key features benefiting the client include:
- Enhanced Client Experience
- Intuitive client portal for a seamless experience
- Clear communication with built-in messaging and feedback tools
- Streamlined and Efficient Process
- Real-time tracking of qualified R&D activities
- AI-powered analysis of expenses and contracts
- Cost and Time Savings
- Automated data integration from multiple systems
- Faster turnaround, accelerating the R&D tax credit claim process to help clients realize savings sooner
“By integrating Kipsi into our R&D tax credit practice, we’re not just adopting new technology—we’re redefining how we deliver value to our clients,” said Brian Moore, Managing Partner, Tax Services at Cherry Bekaert. “This solution empowers our teams to work smarter, faster and more collaboratively.”
Built With You in Mind, Trusted Across the Industry
The launch of this solution comes at a time when many businesses are looking for ways to maximize their tax savings and reinvest in innovation. By streamlining the R&D tax credit process and adding in Kipsi’s technology platform, Cherry Bekaert's solution helps businesses unlock additional funding for their R&D initiatives, driving growth and competitiveness in the market.
Real-world Impact
Clients who have already worked with Cherry Bekaert’s R&D tax credits team have reported significant improvements in their tax credit claims process. One client noted, “Cherry Bekaert’s R&D tax credit solution has not only streamlined our tax credit claims but also provided us with valuable insights into our R&D activities.”
Looking Ahead
Cherry Bekaert’s commitment to innovation and client service continues to drive the development of cutting-edge solutions that meet the evolving needs of businesses. The new R&D tax credit solution is a testament to the Firm’s dedication to helping clients achieve their strategic goals through smarter, more efficient tax solutions.
"Cherry Bekaert Launches Innovative R&D Tax Credit Solution Powered by Kipsi" was originally created and published by Cherry Bekaert at: https://www.cbh.com/newsroom/cherry-bekaert-debuts-rd-tax-tech-by-kipsi/
