Kipsi
Modern Software Solutions for Engagement Efficiency
Streamline your client engagements using AI and automation. Built exclusively for accounting and consulting firms.
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Our Products
Made for
Accounting Firms
Tax Consulting Firms
Facilitate best in class R&D tax credit studies with Kipsi
Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study
Enhance the client experience with intuitive collaboration tools.
Reduce manual overhead using modern tools and automation to ease the burden on your teams
Greater visibility into all aspects of your workflows allows you to be proactive instead of reactive
Request Demo
Open Features
Close Features
Streamline Surveys
Collect information for tax studies from clients and track their progress in real time without hassle.
Provide a simple, step-by-step experience to help clients seamlessly complete surveys
Answer client questions or leave feedback directly inside Kipsi
Automate Requests
Save time on gathering supporting documentation and client follow up
Send multiple requests for documentation to customers
Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests
Allocate Expenses
Easily allocate expenses across various R&D projects
Allocate employee, supply & contractor expenses across qualifying R&D projects
Assign client contacts to provide allocation information and track their progress to completion
Manage Engagements
Manage all your ongoing engagements in one view and easily see which clients need immediate attention
Quickly identify which clients have outstanding items with our homepage dashboard
Assign team members to engagements with visibility into who is under or over staffed
Streamline Surveys
Collect information for tax studies from clients and track their progress in real time without hassle.
Provide a simple, step-by-step experience to help clients seamlessly complete surveys
Answer client questions or leave feedback directly inside Kipsi
Automate Requests
Save time on gathering supporting documentation and client follow up
Send multiple requests for documentation to customers
Reduce manual overhead by automating client follow up emails and even choose different levels of follow up frequency for different requests
Client Portal
Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.
Reduce client confusion with detailed request descriptions
Notify clients when they are assigned a request
Request Management
Easily identify outstanding PBC items in Kipsi through robust status tracking.
Set deadlines to stay on schedule and communicate priority to the client
Approve submitted requests or reject them and automatically send them back to the client if information is missing
Email Automation
Save time following up on PBC requests with Kipsi’s automated emailing system.
Assign client contacts per PBC request to ensure only the correct people at the client are getting notified
Select email frequency per request to control how often individuals at each client are contacted
Questionnaire Management
Deliver engagements on time with detailed deadline and status tracking
Track questionnaire progress in real time and see your client’s responses as they fill out the form
Administer different kinds of questionnaires as part of the same engagement to gather all the information you need to do your work
About Kipsi
Kipsi is a software platform designed specifically for accounting and tax consulting firms. Firms use Kipsi to manage client information requests and conduct comprehensive R&D tax credit studies with increased accuracy and faster turnaround time. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants easier.
Vision
To make modern technology tools accessible to professional services firms, regardless of location or size.
Testimonials
"My favorite feature is the PBC functionality. It's really powerful. And it's secure and my clients love using it. I love it because (1) it saves me time, and (2) it allows us to be specific about what we need and provide action items for the client, so we get what we need even with a ton of different request items."
Matt Roberts
Founder, Better Credits
"The PBC tool is great because it allows us to provide clear examples to clients upfront, which helps ensure we get the information we need right away. Additionally, the automated follow-up emails are a huge time saver. They help keep clients on track and reduce the need for manual follow-ups on our end."
R&D Tax Lead, Finvisor
"By integrating Kipsi into our R&D tax credit practice, we’re not just adopting new technology—we’re redefining how we deliver value to our clients. This solution empowers our teams to work smarter, faster and more collaboratively."
Managing Partner, Tax Services at Cherry Bekaert
"Kipsi not only provides a user-friendly platform but also offers customization tailored to individual needs. From the PBC module, to Questionnaire templates, the ease at which a custom solution can be created is what made us choose Kipsi."
Thomas Zavieh, CPA
Partner, Frazier & Deeter
"My favorite features are the templates and notifications. They are easy to set up and have the functionality our team needs. If we need to make a change in the middle of a client project, it is easy to do so. Keep doing what you're doing, Kipsi!"
Bonnie Hansen
Tax Manager, BPM
"The best thing about Kipsi is keeping all our documents, workpapers, questions and answers, and expenses all within one software. It organizes the process, from client documents to communication, and helps us complete projects from beginning to end."
Sam Leon
Head of R&D Tax Credits & Incentives
Careers
Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!
Customer Success Stories
10 types of companies that are a perfect fit for R&D Tax Credit.
Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common. Not all entrepreneurs are aware of how to get the benefits of R&D Tax Credit.