Case Study: Notion scales R&D credit documentation with Neo.Tax

Notion reduces R&D credit interviews by 60% with Neo.Tax

Notion, a fast-growing software company, faced the challenge of scaling its R&D tax credit documentation process after its engineering projects more than tripled in a single year. The traditional manual method of conducting interviews and surveys was becoming too disruptive and time-consuming for its engineering teams. To address this, Notion's Head of Tax, Katya Ewing, turned to the vendor Neo.Tax and its data-driven R&D platform to streamline the process.

Using Neo.Tax, Notion was able to automatically identify and organize the vast majority of its R&D projects directly from its GitHub activity data. This solution reduced the need for project manager interviews by approximately 60% and saved over 20 hours of engineering time, allowing the company to complete its analysis in weeks instead of months. The data-driven methodology provided by Neo.Tax produced a more defensible credit that was signed off on by Notion's Big Four advisor, creating a scalable process for the future.

Notion