Trust
Security & compliance
SOC 2ISO 27001GDPR
SLA uptime target: 99.999%
Security review turnaround: Not specified
DPA available: Not specified
R&D tax credit automation for startups and mid market.
Pricing
$50-$500/month
Founded
2019
Team size
11-50 employees
Headquarters
San Francisco, CA
Current deal
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Preview from neo.tax
At a glance
Best for
Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Integrates with
JiraLinearWorkday PayrollLedgerConfluence+5
Security
SOC 2ISO 27001GDPR
About Neo.Tax
R&D tax credit automation for startups and mid market.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: Not specified
Free plan: Not specified
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Neo.Tax
25% offAnnual billing
25% off.
$50-$500/month indicative
Pricing for 25% off is confirmed by quote. Request one below and Cubbie’s procurement team sets up the purchase.
Buying for a larger team or want negotiated terms? Request a custom quote for Neo.Tax — it routes to the vendor and Cubbie's procurement team, and you compare quotes side by side.