Hi there,

This month's updates slash review time for both R&D and ASC 350-40. Guided qualification questions and Epic-level grouping in the app and reports make Engineering review much easier, and automatic report snapshots lock down your audit trail.


R&D Credit

1. Finalize R&D Qualification Faster

Guided review flow makes it much easier for Engineering to quickly confirm context they know about the project.

The system turns that context into a instant qualification decision, bridging the gap between Engineering and Tax.

2. Faster loading of R&D projects pages

R&D projects pages now load in <10 seconds, even for hundreds of projects.


ASC 350-40:

View and move entire Epics (or Linear Projects) in the Project drawer. No more digging for tickets.

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1. See Epics at a Glance in Projects page + Export

View and move entire Epics (or Linear Projects) in the Project drawer. No more digging for tickets.

Faster Eng review. They can find the Epics they know and complete monthly reviews in no time.

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2. Automatic Snapshots Protect Your Audit Trail

Complete report history at your fingertips means auditors see a clear, unchanging record of your capitalization decisions period-over-period.

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