R&D TAX CREDITS × REVO AI

Find the innovation.
Build the evidence.

Guide a business owner from a five-minute preliminary check into a complete, organized case that a qualified tax professional can actually review.

This experience does not determine eligibility, calculate a credit or provide tax advice.

REVOAICASE BUILDER

Technical story

Qualified costs

Evidence gaps

Expert handoff

4guided stagesHuman review required

Preliminary fit

Plain-language screening

Detailed interview

Project-by-project discovery

Document list

Personalized evidence checklist

Follow-up

Expert review and next actions

STAGE 01 • PRELIMINARY QUALIFICATION

Start with the questions an owner can answer without becoming a tax expert.

These answers create a routing signal—not an eligibility decision. “Not sure” is a useful answer because it tells the specialist where to dig.

Business name Primary industry

0/6questions answered

PRELIMINARY ROUTING ONLY

A qualified tax professional must evaluate the facts, law, calculations, substantiation and filing position.

DETAILED PROJECT INTERVIEW

Turn “we improved something” into a reviewable technical story.

Capture one project at a time. The specialist can use this structured narrative to challenge assumptions, identify gaps and decide what needs corroboration.

0/10core fields complete

IMPORTANT

Do not enter SSNs or upload tax returns, payroll or financial records here. Use a secure document portal for sensitive files. Case responses are saved to help your REVO associate track progress.

Company & tax profileInformation for routing and scoping

Entity type Years to evaluate Employee count State(s) where work occurred Prior R&D claim

01 • PROJECTProject nameWhat was the objective or improvement?

02 • UNCERTAINTYWhat did the team not know at the start?

03 • EXPERIMENTATIONWhich alternatives, tests or iterations were evaluated?

04 • PEOPLE & TIMEWho did the work and what were their roles?Project timeline

05 • OUTCOMEWhat happened, including failures or unfinished work?

Potential cost categoriesSelect everything that may apply

Evidence that may already existMark available records—do not upload them here

COMPLETE THE CORE PROJECT STORY

Complete the company profile, six core narrative fields and select at least one potential cost category.

PERSONALIZED EVIDENCE CHECKLIST

Ask for the right records—without dumping a generic list on the owner.

Generated from the company profile, selected cost categories and project story. Each item names the likely owner and explains why it matters.

0%marked ready

CASEBusinessIndustry • Project

YEARSYearsEntity

CHECKLIST0 items0 ready • 0 outstanding

Production behavior

“Request securely” would create permissioned upload folders, send a unique link, record delivery and receipt timestamps, scan files, and preserve a complete audit log. This prototype intentionally does none of those things.

DON’T WAIT FOR A PERFECT FILE

REVO AI can schedule follow-up now and route the case to a specialist once the most important information is available.

FOLLOW-UP & EXPERT HANDOFF

Keep momentum, show ownership and put the right human at every decision point.

The associate stays visible to the client. Automation handles reminders and status. Technical and tax specialists make the professional judgments.

CASE PLAN CREATEDBusiness