Case Study: Strike Tax Advisory achieves faster, more efficient R&D tax credit processing with Ventive

Strike Tax Advisory reduces manual tax work and speeds R&D claims with Ventive

Ventive partnered with Strike Tax Advisory, a specialty tax consulting firm, to address their challenge of manually managing complex R&D tax credit studies. This labor-intensive process of collecting and tracking client documents was inefficient and prone to delays, hindering the firm's ability to serve more clients.

The solution developed by Ventive was a customized fintech platform that automated document uploads, task assignments, and project management. By integrating with third-party services like Codat and Finch, the system streamlined data entry and reduced manual tasks. This automation simplified the process for both accountants and clients, resulting in faster claims and increased productivity for the Strike team.

Strike Tax Advisory