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Claimship vs Neo.tax

Neo.tax and Claimship attack the same problem the same way. Both build R&D tax credit studies from engineering data like Jira and GitHub instead of interviews. The difference in 2026 is who each product serves and how it charges.

As of July 2026, Neo.tax positions itself as enterprise tax software. It integrates with Thomson Reuters ONESOURCE, lists customers like Adobe and Capital One, and does not publish pricing. Claimship is built for startups, publishes a flat fee of $1,500 to $3,000 per year, and hands your CPA a finished Form 6765 package.

ClaimshipNeo.tax
Pricing modelFlat fee. $1,500 to $3,000 per year, published on the pricing page. You keep 100% of the credit.Not published. As of July 2026 neo.tax has no public pricing page. You get a quote after a demo.
Built forUS startups. Plans cover up to 50 technical employees.Mid-market and enterprise tax teams. Site customers include Adobe, Block, Capital One, and SoFi. Its Thomson Reuters partnership targets companies from $100 million in revenue up.
Who gathers the evidenceSoftware reads your GitHub, Linear, Jira, and Slack with read-only access. You confirm edge cases in a short weekly review. No interviews or timesheets.Software clusters projects from Jira and GitHub activity and applies the four-part test. No interviews.
Audit readinessEvery qualified dollar links to the commit, PR, or ticket that earned it. Primary evidence, not reconstructed interviews.Traceable AI-generated narratives it describes as audit-ready. Neo.tax says it does not sell audit protection as a product.
What your CPA getsA finished study and Form 6765 package. Your CPA reviews it and files it with your return. Claimship never files taxes.A prepared study. Enterprise customers can have Form 6765 filled directly inside Thomson Reuters ONESOURCE. Neo.tax does not file returns.
IntegrationsGitHub, Linear, Jira, Slack, Gmail, Outlook, Notion, Rippling, Gusto. All read-only.Jira, Linear, Confluence, GitHub, Azure DevOps, Workday, ADP, NetSuite, Thomson Reuters ONESOURCE.
Time from the founderAbout 15 minutes to connect your tools, then a short weekly review.Advertises a 30-minute walkthrough with no surveys. Exact ongoing effort is not published.

Claims about Neo.tax were checked against neo.tax and the Thomson Reuters partnership pages in July 2026. Older articles mention percentage pricing, but we could not verify any current number, so we do not repeat one here.

Sources: neo.tax: how it works · Thomson Reuters ONESOURCE partnership · Neo.tax on Capterra

How Claimship works

From connected repos to cash collected in four steps

01

Connect

Connect GitHub, Linear, Jira, Slack, Gmail, your payroll provider, and a bank or card feed. Access is read-only. Setup takes about 15 minutes.

02

Classify

Claimship checks every pull request, ticket, and thread against the IRS four-part test. You confirm the edge cases in a short weekly review.

03

Document

Claimship builds the study. Project narratives, payroll allocations, and Form 6765 numbers. Every dollar links back to the commit, PR, or ticket that earned it.

04

Collect

Your CPA files one form with your return. Claimship pushes the credit into Rippling or Gusto and tracks it every quarter until the full amount lands.

Pricing is a flat fee of $1,500 to $3,000 per year based on team size. You keep 100% of the credit. Estimate yours with the credit calculator.

When Neo.tax is a better fit

Neo.tax is a real product with serious customers. It is the better choice when:

  • You run tax at a mid-market or enterprise company. Its ONESOURCE integration fills Form 6765 inside the software your tax team already uses.
  • Your data lives in enterprise systems. Neo.tax pulls from Workday, ADP, and NetSuite alongside dev tools. Claimship focuses on the tools startups use.
  • You also need ASC 350-40 support. Neo.tax covers software capitalization work that Claimship does not.
  • Procurement wants big references. Customers like Adobe and Capital One, plus a Thomson Reuters investment, make vendor review easier at large companies.

Common questions

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Find out what your startup is owed

Tell us about your company. We connect your tools, run a first pass, and show you the number. If the credit isn't worth it, we'll tell you.