Features

Powerful Financial Tools Built for Modern Businesses

We help startups, SMBs, and finance teams simplify financial management with powerful, secure, and easy-to-use tools.

AI + CPA pipeline, not one or the other

We read your engineering artifacts — commits, PRs, Linear tickets. A licensed CPA reviews and signs every claim. No shortcuts.

Every activity mapped to §41's four-part test

Permitted purpose, technological in nature, elimination of uncertainty, process of experimentation — line-by-line, with citation trail.

The TaxUpside Promise — lifetime audit defense

If the IRS questions your claim, we respond at our cost — for the life of the return. Built into the 15%, no carve-outs.

Written into your engagement
No additional fees, ever
Zero audits lost to date

The TaxUpside Promise — lifetime audit defense

Enterprise-Grade Security

Bank-level Encryption

Your data is encrypted at rest and in transit

GDPR & SOC 2

Fully compliant with global standards

Secure Cloud

Enterprise-grade infrastructure

Access Control

Role-based permissions

Integrations

Works with the tools your team already uses

Enterprise Applications Coverage

Your financial data deserves the highest level of protection. We use the same security measures trusted by leading financial institutions.

Bank-Level Encryption

256-bit AES encryption for all data at rest and in transit
GDPR & SOC 2 Compliant

Full compliance with international data protection standards
Secure Cloud Infrastructure

Granular permissions to control who sees what is this data.
Secure Cloud Infrastructure

Granular permissions to control who sees what is this data.

Testimonials

Built for SaaS founders, by tax specialists

TaxUpside turned our 2023 return into a $240K refund we didn't know we could claim. Their CPA signed every line — no anxiety, no back-and-forth.

Maya Rao

Founder & CEO, Lumio Analytics

We'd been filing R&D credits through our bookkeeper for years. TaxUpside found twice the credit on the same year's data and caught a §174 issue we missed.

Daniel Okafor

Co-founder, Northpath Labs

Read-only GitHub access, a clean four-part test memo, and the whole thing done in eleven days. Exactly what I wanted my CFO to see.

Evan Brandt

CTO, Keywee Booking

The lifetime audit defense was the closer. Having someone on the hook for the return is a level of accountability no fintech provides.

Rachel Soto

CFO, Brightmile Software

FAQ

Your questions, answered

Short answers to what most SaaS founders ask before engaging.

Book a 15-min call

Do we actually qualify?

If you employ US engineers building software under technical uncertainty — almost certainly yes. We run a free pre-screen to confirm.

How is this different from TurboTax or Gusto R&D?

Those are estimators. We are CPAs who sign returns and defend them in audits. Different product, different risk profile.

What if we already have a CPA?

Great — we work alongside them. We deliver the Form 6765, substantiation, and workbook; they file the return.

What happens if we get audited?

We handle it — for the life of the return, at no additional cost. Our audit rate is under 2% and our loss rate is zero.

How long does it take?

Most claims go from kickoff to CPA signature in under 14 days once you connect data. Lookback claims take a bit longer.

Is our data safe?

Read-only access, SOC 2 Type II-aligned controls, data retained only as long as needed for audit defense.

What's the §174 lookback?

The One Big Beautiful Bill Act (July 2025) reopened 2022–2024 for amended returns. SaaS companies can recover six to seven figures in cash. Deadline is July 6, 2026.

Do you charge anything upfront?

No. 15% contingency — and 10% on multi-year engagements. You pay when the IRS sends your refund. If we don't find savings, you don't pay.

✦ One-time refund window

Ready to see what 2022–2024 is worth to you?

The §174 lookback window closes July 6, 2026. Most SaaS companies qualify for six to seven figures in retroactive credit — but only until the deadline.

See my refund estimate