Payroll providers already manage the workforce data businesses rely on, but many don’t realize how valuable that data is for tax credit opportunities. By partnering with us, providers can extend their impact, helping clients unlock R&D and WOTC credits through deeper payroll-driven insights and custom-built integrations tailored to their systems.
R&D tax credits hinge on "who" is doing the work. Job titles, roles, and workforce allocation are critical in determining eligibility, and payroll providers are uniquely positioned to spot opportunities businesses might otherwise miss. Payroll providers can flag qualifying positions and connect companies with the R&D credits they deserve, turning routine employment data into a strategic tax advantage.
WOTC requires tracking employee eligibility at the payroll level, but no two providers operate the same way. That’s why we custom-build every integration to fit within existing systems, ensuring WOTC processes work as a natural extension of the payroll platform. Whether white-labeled or deeply embedded, our approach makes tax credit processing feel seamless.
Payroll providers already hold the key data that drives tax credit claims—partnering with us allows them to maximize its potential. By identifying R&D tax credit opportunities and offering WOTC through custom-built integrations, providers create new value for their clients while making tax incentives effortless to manage within their platforms.
Federal Credit Advisors
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