Features

Powerful Financial Tools Built for Modern Businesses

We help startups, SMBs, and finance teams simplify financial management with powerful, secure, and easy-to-use tools.

AI + CPA pipeline, not one or the other

We read your engineering artifacts — commits, PRs, Linear tickets. A licensed CPA reviews and signs every claim. No shortcuts.

AI + CPA pipeline, not one or the other

Every activity mapped to §41's four-part test

Permitted purpose, technological in nature, elimination of uncertainty, process of experimentation — line-by-line, with citation trail.

Every activity mapped to §41's four-part test

The Section41 Promise — lifetime audit defense

If the IRS questions your claim, we respond at our cost — for the life of the return. Built into the 20%, no carve-outs.

  • Written into your engagement
    Written into your engagement
  • No additional fees, ever
    No additional fees, ever
  • Zero audits lost to date
    Zero audits lost to date
The Section41 Promise — lifetime audit defense

Enterprise-Grade Security

Bank-level Encryption

Bank-level Encryption

Your data is encrypted at rest and in transit

GDPR & SOC 2

GDPR & SOC 2

Fully compliant with global standards

Secure Cloud

Secure Cloud

Enterprise-grade infrastructure

Access Control

Access Control

Role-based permissions

Integrations

Works with the tools your team already uses

GitHub
Linear
Google Drive
Slack
Google Meet
Notion
GitHub
Linear
tools icon
Enterprise _Applications Coverage_

Enterprise Applications Coverage

Your financial data deserves the highest level of protection. We use the same security measures trusted by leading financial institutions.

  • Bank-Level Encryption

    256-bit AES encryption for all data at rest and in transit

  • GDPR & SOC 2 Compliant

    Full compliance with international data protection standards

  • Secure Cloud Infrastructure

    Granular permissions to control who sees what is this data.

  • Secure Cloud Infrastructure

    Granular permissions to control who sees what is this data.

Enterprise _Applications Coverage_
Testimonials

Built for SaaS founders, by tax specialists

Section41 turned our 2023 return into a $240K refund we didn't know we could claim. Their CPA signed every line — no anxiety, no back-and-forth.

Sample Customer

Founder & CEO, Sample SaaS

Sample Customer
We'd been filing R&D credits through our bookkeeper for years. Section41 found twice the credit on the same year's data and caught a §174 issue we missed.

Sample Customer

Co-founder, Sample Startup

Sample Customer
Read-only GitHub access, a clean four-part test memo, and the whole thing done in eleven days. Exactly what I wanted my CFO to see.

Sample Customer

CTO, Sample Series B

Sample Customer
The lifetime audit defense was the closer. Having someone on the hook for the return is a level of accountability no fintech provides.

Sample Customer

CFO, Sample SaaS

Sample Customer
FAQ

Your questions, answered

Short answers to what most SaaS founders ask before engaging.

Do we actually qualify?

If you employ US engineers building software under technical uncertainty — almost certainly yes. We run a free pre-screen to confirm.

How is this different from TurboTax or Gusto R&D?

Those are estimators. We are CPAs who sign returns and defend them in audits. Different product, different risk profile.

What if we already have a CPA?

Great — we work alongside them. We deliver the Form 6765, substantiation, and workbook; they file the return.

What happens if we get audited?

We handle it — for the life of the return, at no additional cost. Our audit rate is under 2% and our loss rate is zero.

How long does it take?

Most claims go from kickoff to CPA signature in under 14 days once you connect data. Lookback claims take a bit longer.

Is our data safe?

Read-only access, SOC 2 Type II-aligned controls, data retained only as long as needed for audit defense.

What's the §174 lookback?

The One Big Beautiful Bill Act (July 2025) reopened 2022–2024 for amended returns. SaaS companies can recover six to seven figures in cash. Deadline is July 6, 2026.

Do you charge anything upfront?

No. 20% contingency — you pay when the IRS sends your refund. If we don't find savings, you don't pay.
Call to Action Background
✦ One-time refund window

Ready to see what 2022–2024 is worth to you?

The §174 lookback window closes July 6, 2026. Most SaaS companies qualify for six to seven figures in retroactive credit — but only until the deadline.