Technology

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Optimize Your Tax Credit Results

CTI’s secure, robust, in-house software is a complete solution built from the ground up to deliver superior service and unmatched tax incentive value for our clients and partners.

What sets CTI’s solution apart

Transparency

Our Client Portal gives you unequaled 24×7 insight into real-time analytics for monitoring project status and metrics, and generating reports.

Flexibility

No two client projects are exactly alike, which is why our solution is uniquely designed for tailoring projects to fit your specific needs.

Efficiency

Systems integration, auto-filled forms, and data validation all contribute to streamlining the entire process, which saves you time and money.

Accuracy

Data integrity, coordinated project management, and precise credit calculations based on latest tax law means you can be confident in our results.

Feature highlights

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Real-time Dashboard Reporting

Never be in the dark as to your project’s progress and how it measures up against key performance indicators. In addition to regular reports from your project manager, you have unlimited access to a dashboard portal where you can personally examine metrics, review reports, as well as securely transfer documents.

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Structured Workflow

Filing WOTC claims or managing tasks and documents for a R&D study should never be burdensome on your company’s time and resources. To minimize disruptions and optimize efficiencies, we developed a structured project delivery workflow that streamlines the claims process, produces more comprehensive deliverables, and generates superior results for unmatched value.

Systems Integration

Value begins with the data. To maximize quality while minimizing effort, our secure, in-house software integrates with most HRIS, payroll, and government systems, which enables timely and effective data validation, proactive credit application monitoring, and the most complete and accurate substantiation packages.

The expertise you need to properly leverage lucrative tax credits and incentives.

Reach out to a tax consultant to learn how CTI powers your business for success.