About Kipsi

The startup offers a tailored technology platform that automates client engagement processes through features like research and development tax credit software, client management tools, and customizable client portals. This platform enables professional services firms to minimize manual tasks and enhance workflow visibility, leading to improved engagement efficiency.

<problem> Professional service firms, especially accounting and tax consulting firms, face challenges in managing client engagements efficiently, leading to manual tasks, reduced workflow visibility, and difficulties in conducting R&D tax credit studies accurately. Collecting client information and documentation is often cumbersome and time-consuming. </problem> <solution> Kipsi offers a software platform designed to streamline client engagements for accounting and consulting firms, leveraging AI and automation to minimize manual overhead and enhance workflow visibility. The platform provides tools to manage client information requests, automate documentation gathering, and facilitate R&D tax credit studies. Kipsi's solutions include client portals for secure document uploads, automated email follow-ups, and real-time tracking of engagement progress. By centralizing client interactions and automating key processes, Kipsi enables firms to improve efficiency, accuracy, and client experience. </solution> <features> - R&D Tax Credit Solution: Streamlines every aspect of conducting an R&D tax credit study. - PBC (Provided By Client) Tool: Manages client requests and documentation in one place with a unified client experience. - Client Portal: Provides a secure portal for clients to upload documents and view remaining requests. - Automated Requests: Automates the gathering of supporting documentation and client follow-up. - Questionnaire Management: Centrally manages and administers client-facing surveys at scale. - Engagement Management: Manages ongoing engagements in one view, identifying clients needing immediate attention. - Expense Allocation: Facilitates the allocation of expenses across various R&D projects. - Customization & White Labeling: Customizes questionnaires with firm logos and branding. - AI Contract Review: Analyzes research contracts to extract key details such as ownership of research rights, financial risks, and fee structures. </features> <target_audience> Kipsi primarily targets accounting firms and tax consulting firms seeking to streamline client engagements, automate processes, and improve the accuracy and efficiency of R&D tax credit studies. </target_audience> <revenue_model> Kipsi generates revenue through software subscriptions and licensing fees from accounting and tax consulting firms using its platform to manage client engagements and R&D tax credit studies. </revenue_model>

What does Kipsi do?

Where is Kipsi located?

Kipsi is based in Moraga, United States.

When was Kipsi founded?

Kipsi was founded in 2022.

How much funding has Kipsi raised?

Kipsi has raised 5050000.

Location

Moraga, United States

Founded

2022

Funding

5050000

Employees

13 employees

Major Investors

Harlem Capital

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Kipsi

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Executive Summary

kipsi.tax 1K+

Crunchbase

Founded 2022 – Moraga, United States

Funding

Estimated Funding

$5M+

Major Investors

Harlem Capital

Team (10+)

No team information available.

Company Description

Problem

Professional service firms, especially accounting and tax consulting firms, face challenges in managing client engagements efficiently, leading to manual tasks, reduced workflow visibility, and difficulties in conducting R&D tax credit studies accurately. Collecting client information and documentation is often cumbersome and time-consuming.

Solution

Kipsi offers a software platform designed to streamline client engagements for accounting and consulting firms, leveraging AI and automation to minimize manual overhead and enhance workflow visibility. The platform provides tools to manage client information requests, automate documentation gathering, and facilitate R&D tax credit studies. Kipsi's solutions include client portals for secure document uploads, automated email follow-ups, and real-time tracking of engagement progress. By centralizing client interactions and automating key processes, Kipsi enables firms to improve efficiency, accuracy, and client experience.

Features

R&D Tax Credit Solution: Streamlines every aspect of conducting an R&D tax credit study.

PBC (Provided By Client) Tool: Manages client requests and documentation in one place with a unified client experience.

Client Portal: Provides a secure portal for clients to upload documents and view remaining requests.

Automated Requests: Automates the gathering of supporting documentation and client follow-up.

Questionnaire Management: Centrally manages and administers client-facing surveys at scale.

Engagement Management: Manages ongoing engagements in one view, identifying clients needing immediate attention.

Expense Allocation: Facilitates the allocation of expenses across various R&D projects.

Customization & White Labeling: Customizes questionnaires with firm logos and branding.

AI Contract Review: Analyzes research contracts to extract key details such as ownership of research rights, financial risks, and fee structures.

Target Audience

Kipsi primarily targets accounting firms and tax consulting firms seeking to streamline client engagements, automate processes, and improve the accuracy and efficiency of R&D tax credit studies.

Revenue Model

Kipsi generates revenue through software subscriptions and licensing fees from accounting and tax consulting firms using its platform to manage client engagements and R&D tax credit studies.