Whether you’re advising clients or filing in-house, you’ve probably heard, “We think we worked on that in Q3?” one too many times. CodeROI eliminates the guesswork by automating the client-side lift and delivering structured, audit-ready reports aligned with GAAP/IFRS, state and federal incentives, and Section G of IRS Form 6765.
We don’t just tag projects; we substantiate every action in the development lifecycle with immutable, timestamped evidence. It’s granular by design, so you can defend every dollar.
| Feature / Benefit | External Tax Accountants (R&D firms, advisors, consultants) |
In-House Tax Accountants (Corporate tax & finance) |
|---|---|---|
| Automation |  Automates client evidence so you can file faster |
Automates internal lift for filings and compliance |
| Scope covered | R&D, SR&ED, Cap Labor, IRC 174 |
R&D, SR&ED, Cap Labor, IRC 174 |
| Regional QRE tracking | Tracks by country, state, province |
Tracks by country, state, province |
| IRS Form 6765 Part G | Pre-structured narratives and substantiation |
Clean inputs that simplify Form 6765 Part G |
| Outputs | Spreadsheets, summaries, audit docs |
Convenient dashboards with audit reports on demand |
| Qualifying activity classification | Auto-classified from development activity |
Auto-classified for tax & finance mapping |
| Cap Labor (GAAP/IFRS) | Evidence for filings |
Automated with EBITDA increase |
| IRC 174 amortization | Supports accurate schedules |
Helps coordinate book-tax reporting |
| Audit defensibility | Immutable, timestamped, system-of-record evidence |
Structured outputs and logs ready for audit |
| Engineer dependency | None – no interviews or dev data extraction |
None – no reliance on Jira or dev-side docs |
| Filing ownership | You own the claim. We supply evidence. |
You own the filing. Better data, less friction. |
| CodeROI role | Partner – enhances your firm’s services |
Support – integrates into your workflows |
| Data sources | Actuals from code repository |
Actuals from code repository |
| Security | SOC 2 Type 2, least-privilege access |
SOC 2 Type 2, least-privilege access |
| Time to value | Immediate defensible reports |
Up and running under an hour |
