Modern Software Solutions for Engagement Efficiency
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements
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Our Products
Facilitate best in class R&D tax credit studies with Kipsi
Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study
Streamline Surveys
Collect information for tax studies from clients and track their progress in real time without hassle.
Allocate Expenses
Easily allocate expenses across various R&D projects
Manage client requests & documentation in one place.
Our PBC (Provided By Client) tool provides a unified client experience while saving you valuable time
Client Portal
Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.
Email Automation
Save time following up on PBC requests with Kipsi’s automated emailing system.
Streamline client questionnaires for efficient data collection
Kipsi Forms centrally manages and administers client facing surveys at scale while capturing the unique voice of every firm with our robust customization options
Questionnaire Management
Deliver engagements on time with detailed deadline and status tracking
Customization & White Labeling
Provide next level client experiences with a software tool that looks and feels like it was built only for your firm
About Kipsi
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants, consultants and lawyers easier.
Vision
To make modern technology tools accessible to professional services firms, regardless of location or size.
Meet the Team
Careers
Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!
Customer Success Stories
Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common. Not all the entrepenuers are aware of how to get the benefits of R&D Tax Credit...
Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really common.
Testimonials
Kipsi.tax has been a game-changer for my business! Their personalized tax planning strategies helped me maximize deductions and save a significant amount on taxes. Their team is professional, knowledgeable, and always available to answer any questions. Highly recommended!
Sarah T
Small Business Owner
Tax filing was a breeze with the support I received. The attention to detail saved me time and money. Thank you for the excellent service! My expectations were exceeded! Their team ensured accuracy and efficiency in tax preparation.
John M
Freelancer
Choosing Kipsi.tax was one of the best decisions I've made for my business. Their team took the stress out of tax season and helped me achieve maximum tax savings. Their personalized approach sets them apart
David L
Small Business Owner
Recent Posts
3 Days Ago
10 types of companies that are a perfect fit for R&D Tax Credit
Maybe, you’re not sure if your company is a fit to the R&D Tax Credit. This is something really..
7 Days Ago
How much can you save with R&D Tax Credit?
That is a common doubt when you get to know that your company can get the benefits from...
14 Days Ago
10 common mistakes CTOs make when organizing their reports
As a CTO it is very common to run through obstacles when organizing supplemental mate...
Get in Touch!
Interested in a demo, or just want to learn more? We look forward to hearing from you.