Kipsi provides specialized software for accounting and tax consulting firms to streamline client engagements and R&D tax credit studies. The platform automates information gathering through client surveys and documentation requests, reducing manual overhead for tax professionals. It centralizes engagement management, expense allocation, and client communication within a unified workflow.
Funding
$5.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
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.
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.
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.