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Unlock your company's full R&D tax credit.
Powered by RDIG, tax credit specialists with decades of proven results.

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Intuitive, guided experience.

The Dashboard shows users only what they are responsible for and each section provides crystal clear direction so you can focus, provide R&D information in your own time, and know when you're done.

Onboard.tax dashboard view

Assignable tasks let you work in parallel.

Whether yours is a company of 10 or 10,000, Onboard.tax® makes it easy to get the information your credit study requires from the members of your team who have it.

Assignable tasks interface showing team collaboration

R&D credit expertise at your disposal.

Onboard.tax®'s data validation system ensures potential issues with your R&D data are automatically flagged, avoiding costly mistakes that could delay the prompt & accurate delivery of your credit calculation.

Data validation flags highlighting issues

Not just software, real advisors every step of the way.

Every study is configured, reviewed, and calculated by a team of R&D credit experts assigned to your company, available to you from the moment you login, in Onboard.tax®'s secure messaging interface.

Secure messaging with RDIG advisor team

Valuable external partner tools.

For our partners, Onboard.tax® provides at-a-glance status for all your ongoing client R&D credit studies, plus qualification tools to judge the likely R&D credit qualifications of a company. And contacting the team assigned to any study is just a click away.

Partner CPA dashboard with client study status

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