TaxTrex is one of the most advanced AI language models platform developed by Swanson Reed, designed to assist Certified Public Accountants (CPAs) and businesses in preparing and documenting Research & Development (R&D) tax credit claims in-house. The platform streamlines the R&D tax claim process into three simple, audit-ready steps, enabling users to manage the entire lifecycle of a claim—from initial assessment to final submission—without the need for external consultants.

Key features of TaxTrex include intelligent risk assessment, automated surveys, secure document storage, and tiered access levels for financial staff, project staff, contractors, and business advisers. The system issues three surveys at regular intervals throughout the year, extracting relevant information, securely storing it, and time-stamping the data to effectively document the scientific process as it unfolds.