TaxTrex

Who it's for

TaxTrex is listed as a fit for small and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end. It also fits the Tax Preparation & Review AI category.

What it costs

TaxTrex has a free plan to start: Free for accountants and advisors (Swanson Reed reviews each claim for a negotiated capped fee); Do It Yourself $375/mo (12-month minimum). Ask the vendor about a trial when you reach out.

Good to know

TaxTrex is Swanson Reed's AI-driven R&D tax credit platform for CPAs and tax preparers who want to handle claims in-house: periodic time-stamped surveys build contemporaneous documentation instead of after-the-fact reconstruction, the AI sorts the evidence against the four-part test, calculates qualified research expenses and drafts audit-ready Form 6765 narratives, and Swanson Reed reviews each compiled claim. The Accountants and Advisors plan is free per month for one to five users with unlimited projects, training and full assistance with claim preparation, Swanson Reed's third-party review billed at hourly rates capped to a fixed fee agreed with the firm and client; a Do It Yourself plan is $375/mo on a 12-month minimum. Swanson Reed says it runs non-competing alliances with CPA firms and has a presence in all 50 states.