The Boast AI Platform

Maximize Federal and State R&D Tax Credits with AI–Powered Technology

Boast AI reveals every qualifying activity across your federal Section 41 claim and state R&D programs

How it works

Boast simplifies the complex federal and state R&D tax credit process with a secure, user–friendly customer portal, providing a centralized repository for all your current and historical claim data. Using advanced machine learning and artificial intelligence, we analyze your R&D’s digital footprint across federal Section 41 requirements and state–specific programs, ensuring every minute and dollar spent on qualified research activities is accounted for. With everything you need securely stored and readily accessible, Boast empowers you to focus on innovation while we unlock the full potential of your federal and state R&D tax credits.

Key Features

AI–Powered R&D Activity Identification

Proven and accurate machine learning algorithms to identify every qualifying R&D activity and Qualified Research Expense (QRE) related to eligible projects under federal and state programs.

Federal & State Time Allocation

Derive time spent on qualified research without manual time tracking, while automatically allocating activities across federal Section 41 and multiple state jurisdictions for compliant multi–state claims.

IRS Audit–Proof Worklogs

Contemporaneous documentation that satisfies IRS and state audit requirements, with a proven track record of 95%+ successful defense rates when claims are examined.

Enterprise–Grade Secure Platform

Role–based user access, multi–factor authentication, SOC2 Type II certified security infrastructure protecting your sensitive financial and technical data.

Centralized Document Management

Send, receive, and store all federal Form 6765, state credit forms, technical documentation, and supporting evidence through Boast’s secure portal instead of insecure email channels.

Direct System Integration

Extract data directly from your project management, technical, accounting, and payroll systems to automatically build qualifying activity documentation as work happens—not months later.

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How do you use the platform?

Step 1

STEP 1
Enter your company details and configure federal & state programs

Set up your organization profile, add team members with role–based permissions, and configure which federal and state R&D credit programs apply to your operations.

STEP 2
Connect your technical, payroll, and financial data

Upload or integrate data through direct connections with your existing systems—including JIRA, GitHub, QuickBooks, NetSuite, ADP, and dozens more. Files can be uploaded directly or synchronized automatically.

STEP 3
AI identifies qualifying federal & state activities

Our team writes technical narrative outlines for each eligible project while our AI–powered classification algorithm analyzes your data to identify every qualifying R&D activity, expense, and person across federal Section 41 requirements and state–specific criteria.

STEP 4
Your R&D Tax Credit claim is prepared by our experts

Our technical specialists and tax professionals review and refine the technical and financial summary of your federal and state claims, ensuring maximum credit value and IRS–compliant documentation before filing.

Security

Your data is safe with us

Boast is trusted by companies of all sizes to handle their most sensitive data, many of whom operate in highly regulated industries with proprietary information, and we treat it with the utmost care. Our SOC2 Type II certification, enterprise–grade encryption, and comprehensive security protocols ensure your financial, technical, and employee data remains protected throughout the federal and state R&D credit process.

Ready for your data

Comprehensive data integration

Your data, lots of it, is the key to maximizing federal and state R&D tax credits. The Boast platform is built to handle enterprise–scale data volumes. We securely connect with hundreds of systems, making it easy to capture and qualify your R&D investments in real time across all federal and state jurisdictions where you operate.

Project Tracking & Development Tools

Accounting Systems

Payroll Systems

Speak with an R&D Tax Credit Expert

Estimate the value of your federal and state R&D tax credits

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How Boast’s Platform is Different

Finance leaders need visibility into expected R&D credit values throughout the year, not just at filing time. Boast’s platform provides real-time credit estimation as qualifying activities occur and expenses are incurred. Dashboard analytics show current year credit projections, track progress against prior years, and forecast future benefits based on planned R&D investments.

This visibility enables better cash flow planning, more accurate budget forecasts, and strategic decisions about credit utilization versus carryforward. CFOs can see exactly how R&D investments translate into tax benefits, helping justify continued innovation spending to boards and investors

The Boast AI platform is purpose-built to handle the complexity of federal Research and Experimentation tax credits under Internal Revenue Code Section 41. Our technology automatically identifies qualified research activities, calculates Qualified Research Expenses (QREs), and maintains contemporaneous documentation that satisfies IRS audit requirements.

Unlike generic software platforms that rely solely on automation, or traditional consultants using manual processes, Boast combines AI-powered efficiency with expert human oversight. This hybrid approach ensures both comprehensive activity capture and strategic optimization that maximizes your federal credit value.

Federal R&D tax credit compliance requires demonstrating that activities meet the IRS four-part test: technological in nature, process of experimentation, elimination of technical uncertainty, and qualified purpose. Our platform automatically analyzes project documentation, code commits, technical specifications, and other digital records to identify activities satisfying these criteria.

The system tracks employee time allocation to qualifying activities, categorizes expenses as wages, supplies, or contract research, and maintains detailed technical documentation explaining the uncertainties faced, alternatives evaluated, and systematic experimentation conducted. This real-time documentation approach creates the “contemporaneous” records that IRS examiners prefer during audits.

Operating in multiple states adds significant complexity to R&D credit claims. Each state has unique qualification criteria, credit calculation methods, filing requirements, and documentation standards. Boast’s platform tracks R&D activities across all locations where your team works, automatically allocating expenses according to each state’s sourcing rules.

The system maintains separate technical and financial documentation tailored to state-specific requirements. California credits require detailed activity logs tied to specific California locations. Massachusetts has particular rules around software development. New York applies different qualification standards than Texas. Our platform handles these nuances automatically while maintaining audit-ready records for each jurisdiction.

Mid-market and enterprise businesses require R&D credit platforms that integrate seamlessly with sophisticated financial infrastructure. Boast connects directly with NetSuite, SAP, Workday, Oracle ERP, Sage Intacct, and other enterprise accounting systems to extract payroll expenses, benefits costs, and other QRE data automatically.

These direct integrations eliminate manual data collection, reduce error rates, and create reliable audit trails connecting every dollar of claimed credit to source financial records. The platform handles complex scenarios including multi-entity structures, intercompany transactions, cost-sharing arrangements, and transfer pricing considerations.

Qualifying activities and technical uncertainty documentation live within your existing project management and engineering systems. Boast integrates with JIRA, Azure DevOps, GitHub, GitLab, Bitbucket, Asana, Monday, Linear, and dozens more to extract project descriptions, technical challenges, experimentation processes, and time tracking data.

These integrations capture the type of real-time, contemporaneous evidence that the IRS recommends in its own guidance. Rather than reconstructing activities months later during claim season, the platform documents qualifying work as it happens—creating stronger audit defense and reducing client time commitment from 60+ hours to approximately 5 hours.

IRS examination rates for R&D credits have increased significantly, making proper documentation critical. The Boast platform creates comprehensive audit binders automatically as claims are prepared, organizing all technical narratives, financial justification, payroll records, and supporting evidence that examiners require.

Documentation includes detailed project descriptions explaining the technological uncertainty faced, alternatives evaluated, and systematic experimentation conducted. Financial records tie every dollar of QREs to specific projects and employees. Time tracking data demonstrates how employee hours were allocated to qualifying activities. All evidence is date-stamped, version-controlled, and securely stored for the full statute of limitations period.

This proactive documentation approach means clients are prepared if the IRS selects claims for examination. Rather than scrambling to assemble evidence months or years after activities occurred, all required documentation already exists and is organized for efficient presentation.

Unlike traditional consultants who use the same manual processes year after year, or pure software platforms with limited capability to adapt to client feedback, Boast continuously enhances platform functionality based on customer needs, regulatory changes, and IRS guidance updates.

Recent platform enhancements include expanded state program coverage, improved integration with modern SaaS financial systems, enhanced R&D analytics dashboards, automated multi-entity consolidation, and streamlined workflows for recurring annual claims. Our product team actively solicits customer feedback and prioritizes features that deliver maximum value to mid-market and enterprise clients.

As businesses grow from $10M to $50M to $100M+ in revenue, R&D credit processes must scale accordingly. The Boast platform architecture handles increasing transaction volumes, more complex organizational structures, additional state jurisdictions, and larger project portfolios without degrading performance or requiring proportional increases in client time investment.

This scalability enables businesses to maintain efficient R&D credit processes as operations expand, avoiding the need to switch providers or dramatically increase internal resources dedicated to credit compliance. Many clients have been with Boast for 5+ years as their businesses scaled 5-10x, continuing to use the same platform and processes that worked when they were much smaller.