Exactera

Exactera: R&D Tax Credits

Expert-led, technology-enabled service for identifying, calculating, and claiming R&D tax credits in the US, Puerto Rico, and Canada. Combines AI-powered software with a team of tax experts. Includes automated secure data transfers, functional interviews, project narratives, and audit-ready documentation. Expanded in January 2026 to encompass broader specialty tax incentives.

Exactera: Tax Provision

Intuitive, user-friendly SaaS solution for ASC 740 corporate income tax provision calculations. Features include flexible data imports (trial balance), automated ASC 740 calculations, Exposed Formula Exports for audit visibility, ETR Analyzer, Trend Analysis, audit-ready reports including Tax Account Roll-Forward (TARF), and easy-to-read dashboards. Targets both accounting firms (multi-client) and corporate tax teams. Free trial available. Includes one user in the base license; additional users available at $5,000/user/year.

Exactera: Transfer Pricing

Cloud-based, AI-powered transfer pricing compliance software that automates generation of localized master files and local files across 30+ jurisdictions. Includes a regulation tracker for automatic compliance with country-specific TP legislation, AI-driven benchmarking (comparable company searches), multilingual report generation, and a secure cloud repository. Sold to both multinational corporate tax teams and advisory/service provider firms. Packages include varying levels of expert support. Add-on tools ExactMatch (AI benchmarking search), ExactReport (Word-based TP doc review), and RoyaltyStat (royalty rate database) are available as extensions of this product.