Kipsi

Founded 2022

Manage client requests, questionnaires, and expenses for research and development tax credit studies

Pricing model

Demo

You can use Kipsi to collect client documentation and conduct research and development tax credit studies. It provides custom questionnaires and client portals where customers securely upload required records and answer project questions. Accounting and consulting teams can allocate employee, contractor, and supply expenses across projects, monitor completion status, and send automated reminder emails to keep engagements on schedule. You can also review submitted files, reject incomplete items with feedback, and track staff workload across multiple client accounts from a single dashboard.

What Kipsi does

Create custom client intake questionnairesAllocate expenses across research and development projectsTrack completion status of client document requestsSet automated email reminder intervals for clientsApprove or reject submitted client tax documentationAssign staff members to ongoing client tax engagementsAdd firm branding and logos to client portalsStep-by-step surveys to collect tax study data from clientsAutomated email reminders for outstanding client documentsExpense allocation tools for employee, supply, and contractor costsSecure client portal for document uploads and communicationCentralized engagement dashboard tracking project statusProvided By Client request management with approval workflowsCustom questionnaire builder with firm branding and logos

Pricing breakdown

Pricing model: Book a demo

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