Purpose-Built
Discover and manage tax credits and incentives all on one transparent, secure platform
Description
Incentify is the purpose-built tax credit and incentive platform that optimizes C&I discovery and management with transparent workflows and centralized reporting.
Media
Services
Incentify for Enterprises
Stay compliant and transparent with Incentify
Never miss a compliance deadline. Complete audits with ease. Share a complete view of your C&I portfolio with key internal and external stakeholders. Incentify keeps your data secure and simplifies your processes with centralized workflows.
Whether you have a dedicated C&I team or not, Incentify brings visibility to those responsible for substantial, but often overlooked, assets like C&I.
Incentify for Advisors
Stay competitive with Incentify
Get a complete picture of your entire client portfolio and share results in real-time with transparent workflows and reporting tools. Keep client data secure and connect with new companies all on one platform.
Incentify partners with advisors to help you with portfolio management and incentive discovery. We are a technology provider that works with, not against, C&I advisors.
Incentify for Franchises
Tax credits and incentives
Franchises are in a unique position to qualify for numerous tax credits and incentives. From zone programs to federal credits, now is the time to take advantage of these government incentives.
The legislation around C&I is constantly changing, and small businesses often overlook programs due to uncertainty surrounding eligibility or lack of expertise and connections. We’re bridging the gap between industry leading advisors and small business owners.
Incentify for SMBs
Tax credits and incentives
Small businesses are in a unique position to qualify for numerous tax credits and incentives. From zone programs to federal credits, now is the time to take advantage of these government incentives.
The legislation around C&I is constantly changing, and small businesses often overlook programs due to uncertainty surrounding eligibility or lack of expertise and connections. We’re bridging the gap between industry leading advisors and small business owners.
Features
With Atlas:
- Quickly identify which of your locations fall into particular zone-based programs, such as New Market Tax Credit, Opportunity Zones, and more
- View more than 3,500 Federal and State statutory programs
- Filter your search by location type, location status, headcount, capital expenditures, square footage, and more
- Sort potential programs by Incentive category or refundability
- Visualize your sites and programs with an interactive map
With Incentify:
- Gain executive visibility for strategic decision-making through real-time reporting
- Create the critical system of record by centralizing all documentation
- Configure all aspects of the platform to meet the granularity of your needs
- Standardize and templatize workflows and compliance to eliminate clawback while increasing efficiency
- Customize workflows for internal and external collaboration on credit, project, and portfolio bases
Report
Centralize data from across the organization in one place to stay on top of your C&I portfolio.
With 80 standard reporting templates and endless custom options, Incentify facilitates collaboration with upper management and across departments with access to real-time data.
With Incentify, build custom, replicable compliance workflows to stay on top of deadlines and requirements. Run compliance checks within the platform to identify red flags and upcoming tasks. Avoid clawbacks and recapture by keeping your hiring, capex, salary requirements, and delivery dates on track.
Benefits
Centralize & Leverage
Centralize data, documents, and processes
Leverage analytics and reporting tools with real-time data
Automate & Enhance
Automate compliance and workflows
Enhance collaboration across departments
Forecast & Discover
Forecast monetization events with confidence
Discover new credit and incentive opportunities
