Arelvo helps R&D tax-credit firms identify companies showing relevant technical activity, reach the right finance decision-makers, build referral channels, automate client onboarding and document collection, manage project communication, detect stalled engagements, and automatically create next-cycle opportunities.
Works with your existing CRM, email, calendar, document storage and project workflows.
These are prospecting signals, not eligibility determinations.
Growing engineering organizations.
Hiring and product signals suggesting software development activity.
Product, technical product and development roles.
Dedicated research or technical teams expanding.
Companies introducing new technology or products.
Fresh capital often accompanies development investment.
Labs, engineering centers or manufacturing facilities.
Potential technical improvement activity.
Useful as a prospecting signal where available.
Growing organizations adding subsidiaries or entities.
Potential changes to technical operations and tax structure.
Potential repeat-engagement signal.
Engineering growth +28% — Series B recently announced
Depending on company size, Arelvo identifies:
Then enrich:
Reference the actual technical event.
Interested, already claiming, accountant handles it, timing, referral, not relevant.
Create/update records without manual entry.
“Circle back after year-end.”
Arelvo stores the timing and automatically resurfaces the account when it becomes relevant.
For an R&D tax credit firm, the referral channel can be just as important as direct outreach.
The most common referral relationship for R&D credits.
Broader accounting relationships that surface eligible clients.
Independent advisors serving growth-stage companies.
Embedded in exactly the companies worth qualifying.
Arelvo does not independently make final tax-eligibility determinations.
Send to the correct salesperson/tax specialist.
Technical signals, company profile, buyer, conversation history.
Capture the call.
Entities, tax year, technical team size, development functions, current provider, prior claims, decision process, timing, next steps.
Write notes/fields.
Draft recap.
Populate approved templates where appropriate.
Advance stage when signed.
Identify opportunities not progressing.
Human tax/technical professionals still make substantive conclusions.
Once technical contacts are identified.
Collect scheduling windows automatically.
Book directly onto calendars.
Reduce no-shows.
Where approved.
Recruiter-ready technical summaries.
From open items in the interview.
Surface gaps before they stall the project.
Eligibility questions, credit estimates requiring professional judgment, tax interpretation, legal issues and technical conclusions are escalated to your team automatically.
A project can be behind while the client relationship is healthy — or on time while the client is unhappy.
After completing an engagement, Arelvo remembers:
Then monitors for:
Arelvo creates an account review opportunity, not an automatic eligibility determination.
After project completion, a positive satisfaction score, repeat engagement or a strong client outcome, Arelvo can prompt the account owner to request:
Arelvo detects:
Arelvo coordinates workflows across your existing systems rather than forcing your team into another system of record. Only real, supported integrations are shown.
Syncs contacts, accounts and opportunities.
Sends outreach and captures replies automatically.
Books discovery calls and technical interviews.
Stores and retrieves engagement documents.
Tracks engagement-letter signature status.
Syncs milestones and task status.
Delivers alerts where your team already works.
Where supported.
See how Arelvo can connect technical-signal discovery, direct and referral acquisition, client onboarding, document collection, project communication, engagement health and annual re-engagement around the systems your team already uses.
Book Your R&D Tax Credit Demo →No rip-and-replace · Built around your current systems · Professional determinations remain with your tax team