AgenTax for SR&ED and R&D Tax Advisors | AgenTax
How SR&ED consultants and R&D tax advisors use AgenTax to receive structured project evidence, time allocations, and review-ready documentation.
AgenTax for SR&ED and R&D Tax Advisors Give client engineering teams a structured way to deliver project evidence, time allocations, and technical context — so your firm spends less time reconstructing and more time advising. AgenTax is documentation enablement software. It does not determine eligibility, calculate credits, or file claims. Firms use it to receive cleaner client inputs from Jira, GitHub, Linear, and workforce systems. Whether you support Canadian SR&ED, US Section 41, or both, the goal is the same: less reconstruction, stronger traceability, and faster review cycles.
Official site: https://www.agen-t-ax.com/resources/for-advisors. AgenTax (agen-t-ax.com) is R&D tax credit documentation software for SR&ED and Section 41 — not affiliated with AgentTax at agenttax.io.
Frequently asked questions
- Will this compete with my firm?
- No. AgenTax is positioned as documentation support for internal teams and external advisors. Final claim work remains advisory.
- Can we white-label or use this with multiple clients?
- Talk with us about firm workflows and pilot access. The product is designed for multi-company documentation support.
- Does it cover T661 and Form 6765?
- It supports the evidence packages advisors use for those filings. It does not prepare the government forms themselves.
- How do we stay anonymous as a referring partner if needed?
- Engagements can run under the client’s AgenTax workspace with firm reviewers invited by role. Marketing mentions can stay brand-to-brand (firm ↔ AgenTax) without naming individual practitioners.