Focus: E-signature Software
Tell us about your company and your role.
My name is Kevin Gray. I am the CEO at ApproveMe. ApproveMe is the creator of The Document Signing Experience™, an easy-to-use platform that turns your boring documents into a jaw-dropping customer experience. This comprehensive platform evolved from WPESignature, the #1 self-hosted way to get documents signed online using your WordPress website. They’ve also created a contract template library with over 100+ ready-to-sign contracts, including agreement templates for creatives, freelancers, photographers, and agencies, as well as general agreements for small business owners.
Why did you choose Arvo?
I might be able to change a light bulb but I'm not an electrician. The same goes for these complicated tax credits. I searched high and low for a firm that specializes in R&D credits after our CPA was not able to figure the tax credits out. It was between one company that wanted over $20k upfront or Arvo who communicated that they were the Gusto approved R&D credit firm. Arvo was substantially more affordable, personable, and seemingly more knowledgable than this other "R&D credit shark" company. It was a no-brainer for us!
How have you used your R&D tax credit?
We are actively using our first $40k+ R&D credit from 2020. We are planning on applying for a 2018, 2019, and 2021 R&D credit.
What was your experience with the Arvo team?
I was blown away by the frequent check-ins, pain-free process of submitting our accounting and R&D data. Even the other day on a call, one of their team members found another $50k credit we qualify for.
What advice would you give others looking to benefit from the R&D tax credit?
Arvo helped us qualify for over $160k worth of back-dated credits! Hiring Arvo was one of the best decisions we have ever made as a company. Their incredible team helped us identify tax refunds that our CPA missed. Arvo is highly personable and extremely knowledgeable about startup accounting, and you'd be crazy for not hiring this company!
