SaaS

The Challenge

The client’s engineers were deeply engaged in building and improving the platform, leaving little time to document activities or navigate the complexity of the R&D credit. Past attempts at claiming the credit were incomplete and overly burdensome, resulting in missed opportunities. They needed a partner who could quickly surface qualifying activities, handle the technical documentation, and deliver a defensible claim without disrupting their roadmap.

Our Approach

InfoLink combined AI-powered discovery with hands-on expertise to create a fast, low-lift experience for the client. Our platform streamlined data collection and documentation, while our specialists translated complex engineering work into IRS-compliant narratives.

We identified and documented qualified activities across:

• Automating complex payroll tax and compliance updates

• Redesigning architecture for scalability and performance improvements

• Iterative development, testing, and refinement of new features

• Maintaining non-production cloud environments for development and QA

• Building internal engineering tools and automation workflows

• Engineering leadership directly engaged in technical design and problem-solving

Each initiative was mapped to the IRS four-part test to ensure federal compliance, with state-level eligibility confirmed under New York’s credit framework.

The Outcome

With $4M in qualified expenses from wages, contractors, and eligible cloud computing costs, the company secured $358K in combined credits. The process required minimal time from their team, was prepared with full audit defensibility, and established a repeatable annual claim process.

The recovered funds provided additional runway to reinvest in innovation, expand product capabilities, and continue scaling with confidence.