Terms

Terms of Service

Last updated: January 1, 2026

1. Not a tax preparer

R&DCredit AI produces R&D credit artifacts: 4-Part Test scoring, QRE calculations, and IRS-ready technical narratives. We are not a tax preparer, do not file returns, and do not provide tax advice. Final filing is performed by your CPA or tax counsel.

2. Service description

The Tax-Credit-R&D pipeline ingests source-code diffs, ticket metadata, and payroll records via authorized connectors (CodeClaim, Microsoft RD-Agent, Gusto, Rippling, Workday, and others). Three agents process that evidence in sequence. Output is an audit package for review and filing.

3. Eligibility

The R&D credit under IRC §41 is available to U.S. businesses across industries. Eligibility is determined by your CPA based on the artifacts we produce. R&DCredit AI does not guarantee any specific credit amount.

4. Plans and billing

Startup ($499/mo), Growth ($1,499/mo), and Enterprise ($4,999/mo) are billed monthly in advance. Annual contracts receive a 15% discount. No setup fees, no per-project charges.

5. Customer responsibilities

You authorize R&DCredit AI to access the connectors you select. You retain ownership of all evidence and audit packages. You are responsible for reviewing outputs before filing and for the accuracy of payroll data you provide.

6. Confidentiality

Both parties treat customer evidence, audit packages, and tax strategies as confidential. We will not disclose your case to third parties except as required by law or with your consent.

7. Limitation of liability

R&DCredit AI's total liability is capped at the fees paid in the prior 12 months. We are not liable for IRS penalties, denied credits, or audit outcomes, which depend on facts outside our pipeline.

8. Termination

You may cancel at any time. We will export your audit packages within 30 days and delete tenant data per our retention schedule.

9. Governing law

These terms are governed by the laws of the State of California. Disputes are resolved in San Francisco County courts.

10. Contact

Terms questions: legal@rdcredit.ai