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What is Boast?
Founded in 2011, Boast is a San Francisco-headquartered R&D tax credit platform and managed service. It combines software, AI and in-house tax and technical specialists for companies in the US and Canada.
Boast combines a secure claim portal with AI and human expertise to identify qualifying R&D activities and qualified research expenses. Customers connect or upload engineering, project-management, payroll and accounting data; the platform analyzes the digital footprint, allocates time across jurisdictions, and helps produce technical narratives, Form 6765 or Canadian SR&ED documentation, and an audit-ready evidence record. The process is designed to reduce reconstruction work at claim time while keeping specialists involved before filing.
Coverage includes US federal Section 41 credits, state incentives and Canadian SR&ED programs, plus data ingestion, activity classification, time allocation, claim tracking, document management, audit binders and AuditShield support. Boast supports integrations such as Jira, GitHub, GitLab, Bitbucket, Linear, QuickBooks, NetSuite, ADP and Gusto, but buyers should confirm that their exact systems and jurisdictional facts are supported. It is a managed service rather than a purely self-serve tax application.
Boast sells through a custom engagement rather than public software tiers. Its core R&D credit work is quote-based and commonly described by third parties as a contingency fee tied to the recovered credit; Boast does not publish a rate. Canadian customers can also seek QuickFund advances against eligible SR&ED refunds, with the company describing advances of up to 75% and repayment from the refund. The service is aimed at startups, mid-market companies and larger R&D teams that value expert preparation and audit support.
Key features
R&D credit discovery
AI analyzes technical, payroll and financial data to identify qualifying activities and qualified research expenses.
Federal and state claims
Supports US Section 41 claims and state-level R&D incentive programs across multiple jurisdictions.
Canadian SR&ED claims
Helps Canadian companies prepare federal SR&ED and applicable provincial innovation-credit claims.
Audit-ready documentation
Creates contemporaneous worklogs, technical narratives, supporting evidence and digital audit binders.
System integrations
Connects engineering, project-management, accounting and payroll systems to reduce manual data collection.
AuditShield support
Provides expert assistance and representation during IRS, CRA or state examination processes.
Refund advances
QuickFund can provide eligible Canadian companies with non-dilutive advances against expected SR&ED refunds.
Boast pricing
Boast provides custom quotes rather than a public subscription price or tier schedule. Its engagement covers claim preparation and expert support, with AuditShield included at no additional charge. QuickFund financing carries separate terms and interest.
| Plan | Price | What's included |
|---|---|---|
| R&D tax credit claim | Custom quote | Data collection, qualifying-activity analysis, technical and financial claim preparation, US federal and state or Canadian SR&ED support, expert review, audit documentation. |
| AuditShield | Included | Audit-ready documentation, specialist support and assistance with IRS, CRA or state examinations. |
| QuickFund | Custom financing terms | Eligible Canadian SR&ED refund advances, up to 75% as described by Boast, with repayment from the refund. |
Free trial: No public free trial or self-serve plan is listed.
Pros & cons
Pros
- Combines AI data analysis with in-house tax and technical review rather than leaving claim interpretation entirely to software.
- Supports US federal, state, Canadian SR&ED and provincial incentive workflows in one engagement.
- Connects to engineering, project-management, accounting and payroll systems to reduce manual evidence collection.
- AuditShield and digital audit documentation address a major risk in R&D credit claims.
Cons
- Pricing is custom and percentage-based, so the total fee can rise with the size of a successful claim.
- There is no public self-serve plan or published starting price for buyers to compare.
- The most useful integrations and coverage depend on the company’s systems, jurisdiction and claim facts.
- QuickFund is financing against an expected refund, not a grant, and introduces separate repayment and interest terms.
Who is Boast best for?
- Technology companies claiming R&D incentives in both the US and Canada.
- Startups that prefer managed claim preparation over filing alone.
- Finance and engineering teams that want technical-system data connected to tax documentation.
- Companies seeking audit support and, in Canada, potential advances against SR&ED refunds.
Coverage
Integrations
Notable customers
Frequently asked questions
How much does Boast cost?
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Boast provides a custom quote for its R&D tax-credit engagement rather than a public subscription price. Claim preparation and specialist support are part of the engagement, while QuickFund financing has separate terms.
How long does a Boast claim take, and how does it work?
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The process starts by connecting or uploading technical, project, payroll and accounting data, then Boast identifies qualifying activities, prepares the technical and financial claim, and supports filing and audit defense. Boast’s public materials emphasize ongoing data capture and cite roughly five hours of client time for the platform workflow, but actual timing depends on data readiness, jurisdiction and claim complexity.
How does Boast compare with a traditional accounting firm?
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Boast is more specialized in R&D credits and uses integrations, AI classification and a dedicated claim platform alongside human reviewers. Compared with a general accounting firm, it is a stronger fit for teams that want technical-system evidence and cross-border US–Canada coverage, while its contingency pricing may cost more than a flat-fee or self-directed approach on large claims.
Which integrations does Boast support?
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Public materials list engineering and project tools including Jira, GitHub, GitLab, Bitbucket, Azure DevOps and Linear, plus accounting and payroll systems such as QuickBooks, NetSuite, FreshBooks, ADP and Gusto. Boast says it connects with hundreds of systems, but buyers should verify the exact connector and data fields required for their claim.
Who is Boast for?
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Boast is designed for innovative companies with eligible development work, from startups to mid-market and enterprise organizations. It is particularly relevant to software, biotech, manufacturing, cybersecurity and other engineering-led businesses filing US R&D credits, Canadian SR&ED, or both.
Is Boast secure and accurate?
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Boast describes role-based access, multifactor authentication, encryption and SOC 2 Type II-certified infrastructure, with documents stored in a secure portal. It also says specialists review AI-identified activities and that its audit materials support examination defense; buyers should still validate the current security report and understand that tax-credit eligibility remains fact-specific.
Sources
Facts and pricing verified on October 19, 2026. Vendors change pricing often, so confirm with Boast before buying. How we research
