# neo.tax Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about neo.tax Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more. Source: https://www.capterra.com/p/227621/neotax --- # neo.tax Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) neo.tax ## What is neo.tax? Neo.Tax is unlocking the R&D tax credit for startups In under an hour, you can prepare your Federal R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts. Our approach is reflected in our founders: a Stanford PhD in machine learning automating the brain of a former IRS agent and 20+ year CPA, productized by a former Intel product manager. See if you are eligible and what you could get back at Neo.Tax ## What is neo.tax used for? [Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for neo.tax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://neo.tax&name=neo.tax) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### neo.tax 5.0 (3) VS. [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price Contact vendor Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.5 (3,594) Value For Money 5.0 (3) Value For Money 4.6 (3,004) Customer Service 5.0 (3) Customer Service 4.6 (2,901) ## neo.tax alternatives [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.5 (234)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $695.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) [4.5 (274)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/) Starting price $170.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179846/TurboxTax-Business/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/) Starting price $349.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) [IRIS Elements](https://www.capterra.com/p/179500/Taxfiler/) [3.9 (15)](https://www.capterra.com/p/179500/Taxfiler/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 73% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179500/Taxfiler/) ## FAQs about neo.tax Overview ### What company size and specific industries is neo.tax built for? neo.tax is designed for startups and small businesses with less than $5 million in revenue, or no revenue at all, that are investing in R&D. It fits companies that have been profitable for under five years and that had R&D work performed by US-based employees or contractors. Features and Usability ### What are the key features of neo.tax? neo.tax offers API access, tax calculation, tax filing, tax forms, and tax planning for corporate and business tax management. It also includes electronic filing and electronic submission, an activity dashboard, customer accounts, accounting functions, tax management, and third-party integrations for connecting related systems. Integrations ### Which third-party tools and platforms does neo.tax integrate with? neo.tax connects natively to QuickBooks Online for bookkeeping data used in R&D credit preparation. The catalog and reviewer mentions identify QuickBooks Online as the main integration, with no additional third-party platforms listed in the provided data. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does neo.tax offer? neo.tax provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled topic-based sessions, documentation offers written reference material, and videos provide recorded guidance for self-paced review. Getting Started and Support ### What customer support options does neo.tax offer? neo.tax provides email/help desk, FAQ/forum, phone support, and chat. Customer feedback about support quality is not available, so no reliable conclusions can be drawn about response times, helpfulness, or common frustrations. The listed channels indicate multiple ways for users to seek help. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Tax Calculation 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Tax Planning 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Financial planning for tax purposes Corporate/Business 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Software specialized for corporate use Electronic Filing 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Transmit documents to regulatory authorities over the web Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities neo.tax 11 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Software specialized for corporate use Record customer information, purchase history, and other notes Transmit documents to regulatory authorities over the web Calculate tax and make deductions on gross income from sources like wages, investments or self-employment The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Financial planning for tax purposes Set up connections to third-party platforms to improve business processes Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) Value for money 5.0 (3) 5.0 Based on 3 reviews ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GM George M. Finance Lead Computer Software ### "Great value compared to competitors. Great support team too." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2022 It was awesome because they helped get us a nice tax credit, which more than paid for the service they provide. They taught us so much about R&D credits. We actually use their suggestions when doing our books now. Now, with just a few clicks, we can apply for new credits every year. Pros I think they do a good job helping business determine what spend can be used when applying for tax credits. We are a a tech company, and after going through the online questionnaire, and following up with the support team at Neo.Tax, we determined my company was eligible for a decent sized tax credit, which they helped me apply for. They also offer an app that connects to our Quickbooks Online, which makes reviewing our books easier (for R&D credits). Cons I didn't find any real flaws with the software, but even if I was confused at certain parts, I always got excellent support from Neo.Tax CS team. Reasons for choosing neo.tax Zeni.ai, Pilot Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SK Shawn K. Co-founder Design ### "Very helpful team maximized our tax credit!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 25, 2022 Fantastic experience from start to finish. Pros \[SENSITIVE CONTENT\] and the team helping out did a great job walking me through the steps necessary to get the maximum tax credit. Cons Nothing was missing, the software and team both did their part. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CF Chris F. Bookkeeper Information Technology and Services ### "Neo.Tax - R&D " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 25, 2022 After meeting with customer support and gathering information from our team, I had some changes that we had to make before submitting our final application and customer support made that process very easy. I let them know the changes and they got everything updated, walked me through what I needed to do and voila! Pros Fairly easy to complete most of the information on my own without assistance from customer support. Cons I was not able to import my payroll information on my own. I had to set up a meeting with customer support for their assistance. They were very helpful, shared a screen, spreadsheet, etc to get all my information entered. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.