Question 1

What is AgentTax?

Accepted Answer

AgentTax is an AI-powered R&D documentation automation platform designed to transform structured project data such as Jira tickets, GitHub commits, and related time records into organized, audit-ready documentation supporting R&D tax incentive claims. The platform analyzes technical project artifacts and generates structured documentation aligned with common SR&ED (Canada) and Section 41 (U.S.) reporting expectations. It is a documentation enablement tool, not an advisory firm.

Question 2

Does AgentTax replace my SR&ED or R&D tax advisor?

Accepted Answer

No. AgentTax is a documentation automation platform. It assists internal teams and external advisors by generating structured technical narratives and time support documentation derived from real project data. Final claim strategy, eligibility determination, review, certification, and filing decisions remain the responsibility of your tax professionals and the filing entity.

Question 3

What problem does AgentTax solve?

Accepted Answer

Many R&D tax claims rely on manual or reconstructed time tracking, interview-based technical narratives, and retroactive documentation assembly. AgentTax extracts structured development activity from project systems and generates consistent, evidence-backed narratives, reducing manual effort and improving documentation defensibility.

Question 4

Which jurisdictions are supported?

Accepted Answer

AgentTax currently supports documentation generation aligned with Canada's SR&ED program and the U.S. Section 41 R&D Tax Credit. Future expansion may include additional R&D incentive programs.

Question 5

What systems does AgentTax integrate with?

Accepted Answer

AgentTax integrates with structured development environments including Jira, GitHub, other project management tools, and structured time tracking data where available.

Question 6

Is AgentTax CRA or IRS approved?

Accepted Answer

No software platform is formally approved by the CRA or IRS. AgentTax generates documentation aligned with commonly observed R&D tax compliance expectations, but final responsibility for claim accuracy rests with the filing entity.

Question 7

Does AgentTax guarantee audit success?

Accepted Answer

No. AgentTax improves documentation structure and traceability. Audit outcomes depend on multiple factors including eligibility criteria, technical interpretation, and regulatory discretion.

Question 8

Who is responsible for final claim accuracy?

Accepted Answer

The company filing the claim and its advisors remain fully responsible for eligibility determinations, calculations, and final submission decisions. All outputs should be reviewed before filing.

Question 9

How is our data protected?

Accepted Answer

AgentTax follows enterprise security principles including encryption in transit and at rest, role-based access controls, restricted internal access, and no sale of customer data.

Question 10

Where is data hosted?

Accepted Answer

Data is hosted in secure cloud infrastructure environments. Regional hosting options may be available depending on client requirements.

Question 11

Is our project data used to train AI models?

Accepted Answer

Customer data is not used to train public AI models. Data is processed solely for documentation generation within the client's environment.

Question 12

Is AgentTax currently publicly available?

Accepted Answer

AgentTax is currently operating through a limited validation cohort. Access is granted to selected companies participating in structured validation and feedback cycles.

Question 13

What does participation in the validation program involve?

Accepted Answer

Participants agree to active platform use, structured onboarding, feedback sessions, and internal review prior to filing. No software licensing fees apply during validation.

Question 14

What happens after the validation period?

Accepted Answer

Participants may transition to a paid subscription model with preferred early partner pricing. Continued access is subject to standard licensing terms.

Question 15

Who is AgentTax designed for?

Accepted Answer

Technology-driven companies with active R&D programs, organizations using structured project systems, and teams seeking to reduce manual documentation burden.

Question 16

Who is NOT a good fit?

Accepted Answer

Companies without structured project data, very small organizations without formal R&D tracking, or firms expecting full advisory replacement may not be suitable.

Question 17

Who built AgentTax?

Accepted Answer

AgentTax was developed by experienced R&D tax and software professionals with expertise in compliance automation and structured documentation systems.

Question 18

Can AgentTax integrate with our existing advisor?

Accepted Answer

Yes. AgentTax is designed to complement internal teams and external advisors by improving documentation efficiency and structure.