Choose the plan that matches your documentation workload
Start with one company and a focused R&D program, or scale across more projects, contributors, tax years, and client workspaces.
Essential
For businesses starting out documenting their R&D projects.
Billed annually
- ·12 active R&D projects per tax year
- ·1 new or reactivated project per billing month
- ·2 users
- ·15 AI runs/month
Starter
For one company documenting a focused R&D program with a small team.
$1,639/yr — one month free
- ·60 active R&D projects per tax year
- ·5 new or reactivated projects per billing month
- ·3 users
- ·50 AI runs/month
Growth
For growing companies managing more projects, contributors, evidence, and cost records.
$3,289/yr — one month free
- ·180 active R&D projects per tax year
- ·15 new or reactivated projects per billing month
- ·10 users
- ·200 AI runs/month
Team
For larger organizations coordinating R&D documentation across departments or operating teams.
$5,990/yr — ~2 months free
- ·600 active R&D projects per tax year
- ·50 new or reactivated projects per billing month
- ·25 users
- ·750 AI runs/month
Advisor / Enterprise
For CPA firms, tax advisors, consultants, and organizations managing multiple companies or custom documentation requirements.
- ·Custom project limits
- ·Custom company slots if needed
- ·Manual access code / invoice options
- ·Firm or advisor workflows
- ·Contact sales / request access
*Monthly limits do not roll-over.
Included in every company plan
Each company plan includes the core documentation workflow, evidence handling, people and cost tracking, AI-assisted review tools, and accountant-ready packet support.
- ·Project and business-component records
- ·Technical uncertainty, testing, and experiment documentation
- ·Employee, contractor, supply, and expense tracking
- ·Private evidence and supporting-file storage
- ·Review preparation and open-item tracking
- ·AI-assisted documentation review
- ·Accountant-ready packet support
- ·Company membership and role controls
File storage limits may apply by plan.
Create your account, choose a plan, and manage your workspace through the secure R&D Ledger application.
Plans provide documentation and workflow tools. Your CPA or tax advisor determines eligibility and filing treatment. Pricing, limits, and plan availability may change.
Need help choosing a plan?
Tell us how many projects, contributors, and companies you expect to manage. We will help you identify the plan that fits your current documentation workload.