Streamline Your Tax Credit Document Onboarding Process

Why Choose Boilerplate?

Simplify Tax Credit Document Onboarding

Say goodbye to manual and time-consuming processes of managing tax credit documents. Boilerplate’s easy to use tax credit document onboarding software automates and streamlines the entire process, allowing you to focus on what matters most—maximizing tax incentives for your clients. With our powerful solution, you can effortlessly capture, organize, and track tax credit documents, gathering everything you need in one place.

Accelerate Your Tax Credit Onboarding Process

Gain a competitive edge and expedite your tax credit onboarding process with Boilerplate software. Our intelligent system is designed to extract crucial information from tax credit documents swiftly and accurately, minimizing human error and accelerating the application review process. By automating document capture, indexing, and classification, our software empowers you to meet deadlines, improve productivity, and increase your chances of securing valuable tax credits.

Ensure Ease of Use for Clients

Many business operators claim they are too busy for tax credit services. Service providers should make the client experience as easy as possible. Boilerplate tax credit document onboarding software lets you set exactly what you need from each client based on their persona, giving you peace of mind throughout the entire process. With built-in review queues, reminders, and an organized client portal, you can confidently collect and track sensitive tax credit documents.