Case Study: Startup
Topo.ai
Phil Harris | Founder
Tell us about your company and your role.
Topo.ai is a cloud-based software platform that allows Fortune 5,000 companies to mitigate risk to employees and company assets through real-time monitoring and management of critical events that could impact them. I am the founder of Topo.ai.
What was your experience with the Clarus R+D team?
The Clarus team makes the whole process straightforward and simple. They take a somewhat complicated set of tax code provisions and distill the whole process into a questionnaire that results in a filing. It is simple. The Clarus team is professional, courteous, and has expert knowledge in this area. The whole experience just gave us a lot of confidence in Clarus.
The Clarus team makes the whole process straightforward and simple.
How have you used your R&D tax credit?
We used our R&D credit to accelerate our product development. The credit allowed us to hire additional software engineering talent.
What advice would you give others looking to benefit from the R&D tax credit?
The R&D tax credit is readily available to most organizations. It is definitely worth engaging Clarus in a dialogue. It is a tax provision that isn't widely known but exists to help companies that are making R&D investments. I highly recommend taking advantage of it!
Why did you choose Clarus R+D?
Clarus' affiliation with TriNet, our payroll provider, really gave us confidence in Clarus. We've used TriNet for many years and they have served us well.
Year Founded: 2017
Headquarters: Naples, FL
Focus: Security