We believe in American innovation and that every CPA should be offering R&D Tax Credits. SHAIN AI R&D Agents are a pre-trained virtual R&D Workforce designed to create R&D Studies and enable companies to seamlessly claim R&D Tax Credits.
Combined with our white glove consulting service, SHAIN’s AI Agents enable accountants to boost their advisory services without building expensive teams. Accountants can gain recurring revenue and provide a strategic edge in client retention and satisfaction for developing or improving products or processes.
Some of our dearest clients.
SHAIN’s AI Agents offer Accountants and CPAs a valuable automated way to boost services, enhance advisory services, and helping clients increase their cash flow.
From simple referral fees, to monthly licenses, SHAIN offers CPAs flexible partnership programs that allow CPAs to chose their level of involvement and service offering.
SHAIN - 1
R&D Study Coordinator
HIRE SHAIN STARTING AT $2 / HR
R&D Study Coordinator
AI for the preparation of comprehensive R&D Tax Credit studies, specializing in compiling and organizing project summaries, qualified research activities (QRAs), qualified research expenses (QREs), and technical reports into examination ready format.
• R&D Tax Credit methods of computation and calculation.
• Streamline the documentation process for maximum claim accuracy and efficiency.
• Ability to manage high-volume workloads
• Preparation of R&D Study documents ready for human manager review.
SHAIN - 2
Technical Interviewer
HIRE SHAIN STARTING AT $2 / HR
Technical Interviewer
AI Trained for conducting technical interviews with R&D personnel to assess and document R&D activities for tax credit claims. Adept at analyzing projects against eligibility criteria and producing clear, concise technical documentation.
• Drafting Technical Reports based on QRAs for R&D tax claims.
• Applying the 4-Part Test to identify qualifying activities.
• Documenting employee roles and activities for compliance.
• Proficient in translating technical concepts into audit-ready reports.
• Preparation of Technical drafts ready for human manager review.
SHAIN - 3
Time Survey Agent
HIRE SHAIN STARTING AT $2 / HR
Time Survey Agent
AI Management and tracking of R&D employee personnel including time surveys to accurately capture R&D personnel tasks and hours spent on qualifying activities. Focused on ensuring precise documentation and compliance for R&D tax credit claims.
• Tracking employee activities and time allocation for R&D studies.
• Identifying and categorizing R&D and non-R&D work hours.
• Management time capture of Qualified Research Activities.
• Producing detailed, audit-ready time survey documentation.
• Preparation of Time Survey documents ready for human manager review.
SHAIN - 4
Qualified Expense Associate
HIRE SHAIN STARTING AT $2 / HR
Qualified Expense Associate
AI for Identification, analysis and calculation of qualified research expenses for tax credit claims. Proficient in segregating eligible and non-eligible costs to ensure compliance and maximize credits.
• Calculating R&D personnel, contractor, and material expenses.
• Cost segregation and allocation of non-eligible R&D expenses.
• Compiling expense reports for audit-ready documentation.
• Collaborating with technical teams to ensure accurate cost tracking.
• Preparation of expense documents ready for human manager review.
SHAIN - 5
CPA Forms Associate
HIRE SHAIN STARTING AT $2 / HR
CPA Forms Associate
AI for capturing data and completing and populating IRS forms (F6765 and F8975) for R&D tax credit claims. Skilled in ensuring data accuracy and compliance with guidance and instructions.
• Data entry and form completion for F6765 and F8975.
• Capturing Data for form field population
• Knowledgeable in interpreting and following IRS instructions for box completion.
• Preparation of form documentation for human CPA and Accountants approval.
Partnering with SHAIN ensures a seamless R&D tax credit process. Our AI-driven approach delivers a complimentary PRE–R&D STUDY for clients, verifying eligibility through a comprehensive 4-Part Test assessment.
Our white-glove client consultation transforms complex requirements into actionable plans, ensuring maximized R&D Tax Credit opportunities with minimal time involvement.
Let SHAIN’s AI agents handle the heavy lifting for R&D tax credits. From conducting technical interviews to time surveys, we streamline the process while tracking eligible work seamlessly.
Supported by expert human consultants, SHAIN integrates with project management systems ensuring accuracy and efficiency every step of the way.
Partner with SHAIN to deliver comprehensive R&D studies for your clients. Our AI-driven solutions identify Qualified Research Activities (QRA) and calculate Qualified Research Expenditures (QRE).
Engage with SHAIN to simplify support document compliance and maximize tax credit benefits. Our AI Agents and consultant support streamline the entire process.
SHAIN delivers all tax return and support documents, including the F6765 for claiming the R&D tax credit, and F8975 for claiming payroll credits ideal for Start Ups.
SHAIN includes a pre-analysis of 280C and Section 174, enabling CPAs to make final client advisory decisions. Our AI-driven process is supported by expert R&D consultants.
With decades of experience claiming Research & Development Tax Credits, our White Glove Consultants support our AI Agents, we have clients covered and ensure that no claimable activity is missed and that all support documents are in order.
From manufacturing to software development, our AI Agents and dedicated consultants understand new product development and process enhancement in all major sectors. We know companies are busy. Our AI Agents provide a non-intrusive approach, understand sector processes and reduce time loads and increase compliance.
Ensure increased compliance by partnering with SHAIN. SHAIN produces time surveys, technical descriptions, and adheres to the latest F6765 requirements.
SHAIN’s AI Agents, backed by expert consultants, provides robust audit support, ensuring confidence in every R&D tax credit claim.
We stand behind our service. Take advantage of our payment extensions and pay as you receive your benefit.
Step into the future and adopt a technology-based solution, rather than a manual consulting laborious process. Claimants everything to gain and have nothing to lose by hiring SHAIN AI Agents.
CPAs can expand their advisory services effortlessly with SHAIN. Our streamlined R&D tax credit solutions require minimal time involvement, allowing for focus on other priorities while increasing billable advisory services.
With SHAIN, accountants can help clients claim R&D credits every year, creating a dependable stream of recurring revenue and strengthening long-term client relationships.
