Onshore
AI-driven R&D tax credit identification with expert human verification.
Onshore pairs genuine AI automation with credentialed human review, which is exactly the blend most companies want for R&D credits. The contingency pricing removes risk, but you'll need a sales call to get a quote—there's no self-serve tier. If you value audit-ready documentation and a real expert who picks up the phone, this beats DIY software and most CPA firms.
Verified 4h ago · liveness 64/100 · cite: rightaichoice.com/tools/onshore
- CFOs and tax directors of mid-market companies seeking to maximize R&D credits
- Owners of engineering, manufacturing, architecture, and software firms
- Companies with past R&D credit claims wanting audit-ready documentation
- Businesses looking for a faster, more transparent alternative to traditional CPA firms
- Individual taxpayers or very small businesses with minimal R&D spend
- Companies seeking only DIY software without expert review
- Organizations needing international tax incentive support
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Skip Onshore if you're an individual or very small business with minimal R&D spend, if you prefer a fixed-fee DIY tool without expert involvement, or if you need international tax incentive support.
The fee is a share of credits recovered, so the cost scales with the size of your claim—no fixed fee to budget for.
Onshore's contingency pricing fits mid-market companies that want to minimize upfront risk. It's cheaper than hiring a CPA firm by the hour (which can cost $10k+ per study) but more expensive than DIY software (like Boast or Solve), which charges flat fees. You pay only when you save, so it's a good middle ground for companies with meaningful R&D spend.
In short
Onshore — AI-driven R&D tax credit identification with expert human verification. Best for CFOs and tax directors of mid-market companies seeking to maximize R&D credits, Owners of engineering, manufacturing, architecture, and software firms, Companies with past R&D credit claims wanting audit-ready documentation. Contact Sales pricing.
What's new in Onshore
Checked todayAcross the latest 4 updates: 1 launch and 3 news mentions.
2022–2024 R&D refunds: what to know before July 6, 2026
One Big Beautiful Bill reopens 2022–2024 R&D deductions, but the amendment window closes July 6, 2026. Onshore can help you amend returns before the deadline.
Onshore: A new name and $31M Series B
Onshore announces rebrand and $31M Series B led by FPV Ventures to build an AI-native tax platform.
George v. Commissioner: A Win for Livestock, and a Warning for Everyone
Tax Court confirms livestock research qualifies for R&D credit, but cuts rate and dismisses trials.
JG Boswell: The Case That Said Farming Is Research
2022 Tax Court ruling treated row-crop farming as research; still relevant for farm R&D credits.
What people actually say about Onshore — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
63 mentions across 3 sources (Hacker News, Bluesky, Lemmy) · researched Jul 3, 2026.
- +AI-automated document analysis against complex tax code saves manual work.
- +Human credentialed tax professionals review every AI finding for accuracy.
- +Results-based pricing aligns costs with claimed incentives, not billable hours.
- +Audit-ready documentation generation reduces compliance risk for companies.
- +Multi-year engagement support helps sustain claims across tax periods.
- −No community reviews exist to verify any of the claimed benefits.
- −Zero public bug reports or support quality data available for assessment.
- −Brand name conflicts with unrelated industries cause search noise.
- −Pricing transparency is zero—'contact' tiers hide true costs.
- −Integration list is empty, leaving compatibility unverified.
- • No hidden costs reported due to lack of user data; pricing is opaque by design
Viability Score
How well maintained and how widely used is Onshore? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: August 2026
How we score →Key Features
- AI agents read documents against full tax code
- Automated data collection from spreadsheets and systems
- Drag-and-drop document upload (no prep or formatting)
- Expert tax pro verification of AI findings
- Audit-ready documentation including sealed Form 6765
- Amended return filing for retroactive credits
- R&D credit identification and calculation per industry
- Industry-specific AI models (ag, manufacturing, A&E, oil & gas)
- 179D energy-efficient building deduction support
- Cost segregation study support
- Integration with QuickBooks, Deltek, ConnectWise, and Climate FieldView
- SOC 2 Type II compliance
- End-to-end encrypted data
- 100% audit support included
- Free initial assessment
About Onshore
Onshore is an AI-native tax platform that helps mid-market and enterprise companies identify and claim R&D tax credits and other corporate incentives. It's built for industries where qualifying research looks different—agriculture, architecture & engineering, manufacturing, and oil & gas—with specialized AI models per sector. You connect your existing systems or drag and drop documents; the AI agents read everything against the full tax code, then a credentialed tax professional verifies every finding and signs off before filing. This combination of AI speed and human judgment delivers studies in 2–3 weeks, versus months at a traditional CPA firm. Onshore covers the full lifecycle: identifying credits, calculating qualified research expenses (QRE), amending returns, and delivering an audit-ready packet that includes a sealed Form 6765 and support files. The platform also supports the 179D energy-efficient building deduction and cost segregation studies, making it a broad tool for corporate tax savings. It integrates with QuickBooks, Deltek, ConnectWise, and John Deere Climate FieldView, or accepts raw document uploads with no prep or formatting. Trust is core: Onshore is SOC 2 Type II compliant, encrypts data end-to-end, keeps data in the U.S., and never uses client data to train models. Every account has a real expert who answers the phone. The fee is contingency-based—you pay only when you save—and the initial assessment is free. Onshore reports 500+ companies served and $600M+ in incentives delivered. Recently rebranded to Onshore and raised a $31M Series B to build an AI-native tax platform. This positions Onshore as a faster, more transparent alternative to traditional CPA firms, while offering more accountability than DIY R&D credit software. If you have messy records and want audit-ready documentation without the manual lift, Onshore is built for you.
Behind the Verdict
Onshore delivers a hybrid approach to R&D tax credits that most companies will find compelling. The AI agents handle the tedious data collection and document reading, while a credentialed tax pro verifies everything before filing. That combination is what sets it apart from pure DIY software, which often lacks expert oversight, and from traditional CPA firms, which are slow and expensive. Strengths: - Speed: Studies in 2–3 weeks (or even 10 days per a testimonial) versus months at a CPA firm. - Industry-specific AI models for agriculture, A&E, manufacturing, and oil & gas mean the tool catches credits generic software misses. - Contingency-based pricing means you only pay when you save, reducing financial risk. - Audit-ready documentation, including a sealed Form 6765, provides peace of mind. - SOC 2 Type II compliance and U.S. data residency address security concerns. Weaknesses: - Pricing is not transparent; you must contact sales for a quote. - No self-service tier—every claim requires expert review, which may extend timelines for small teams. - Focused on U.S. corporate incentives; no international support. - The platform is not a DIY tool; if you prefer full control, it might feel like a black box. Where it fits: Mid-market companies and enterprises in R&D-heavy industries that want to maximize credits without the manual lift. It's also great for companies that have been burned by bad prior claims and want airtight documentation. Where it doesn't: Individual taxpayers, very small businesses with minimal R&D, or companies needing international tax incentives. If you want to manage everything yourself without expert involvement, look elsewhere.
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Real-world workflow fit
Concrete scenarios for the personas Onshore actually fits — and what changes day-one when you adopt it.
Connect QuickBooks and drop manufacturing process docs
Outcome: AI agents analyze data against tax code, expert verifies findings, and Onshore files amended returns with audit-ready packet—all within 2-3 weeks.
Drag and drop planting and soil data, use ag-specific AI model
Outcome: Onshore identifies Section 180 deduction and R&D credits, handles data collection automatically, and delivers audit-ready documentation to claim refunds before the July 6, 2026 deadline.
Upload project files to claim R&D credits for design iteration and modeling
Outcome: Specialized A&E model captures design costs, expert reviews, and Onshore prepares a sealed Form 6765 and support files, ready for any IRS inquiry.
Use Cases
- Identify and claim R&D tax credits for software development activities.
- Automate data collection for tax incentive studies from spreadsheets and accounting systems.
- Generate audit-ready documentation for R&D credit claims to withstand IRS scrutiny.
- Amend past tax returns to claim previously missed R&D credits (e.g., 2022–2024 before July 6, 2026 deadline).
- Analyze manufacturing processes to uncover eligible R&D activities.
- Streamline multi-year R&D credit engagements with consistent documentation.
- Claim Section 180 soil deduction for farms using specialized ag model.
- Accelerate depreciation via cost segregation study with audit-ready support.
Limitations
- Pricing is not disclosed; interested users must contact sales.
- The platform is not self-serve—requires expert verification, which may extend timelines.
- Currently focused on US corporate tax incentives, particularly R&D credits.
- No self-service tier is mentioned.
as of 2026-08-24
Verification history
We have re-verified Onshore 6 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Free to cite with attribution — this page re-verifies continuously.
Where the pricing makes sense
The company stage and team size where Onshore's pricing actually pencils out — and where peers do it cheaper.
Onshore's contingency pricing fits mid-market companies that want to minimize upfront risk. It's cheaper than hiring a CPA firm by the hour (which can cost $10k+ per study) but more expensive than DIY software (like Boast or Solve), which charges flat fees. You pay only when you save, so it's a good middle ground for companies with meaningful R&D spend.
Setup time & first value
How long it actually takes to get something useful out of Onshore — broken out by persona, not the marketing-page minute.
Within a week for most: connect accounting systems or upload documents, and Onshore's AI agents process them quickly. A manufacturing CFO noted a 10-day turnaround, while the average is 2-3 weeks. The initial assessment is free and requires minimal input from you.
Switching to or from Onshore
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From traditional CPA firm: Onshore can handle the full lifecycle, including amending past returns, so you can transition ongoing R&D credit work without losing historical claims.
- ↗To DIY software: Export your audit-ready documentation from Onshore to use with tools like Boast or Solve if you decide to manage credits in-house.
Integrations
Resources & Guides
Tutorials & Learning
Official links
Tools that pair well with Onshore
Common stack mates teams adopt alongside Onshore, with the specific reason each pairing earns its keep.
Featured Head-to-Head Comparisons
Onshore vs Transfix
These tools serve entirely different buyers: Transfix is for freight brokers needing AI-driven pricing and TMS automation, while Onshore targets CFOs seeking R&D tax credit maximization. Choose based on your industry—logistics vs. tax compliance. There is no overlap in use cases.
Onshore vs Cryptohopper
Cryptohopper and Onshore serve entirely different domains – crypto trading automation vs corporate tax incentive maximization. If you're a crypto trader wanting AI-driven bots, copy trading, and backtesting, Cryptohopper is the clear choice with a free trial and affordable paid plans. If you're a CFO of a mid-market firm aiming to claim R&D credits with AI speed plus human expert verification, Onshore's results-based model is compelling. No direct competition: pick based on your need.
Onshore vs Bitsgap
If you are a CFO or tax director seeking to maximize R&D credits with AI + human verification, Onshore is the clear choice—its expert-backed AI and audit-ready docs save time and risk. For traders wanting automated crypto strategies across multiple exchanges, Bitsgap's free tier and specialized bots make it ideal. These tools serve completely different needs; choose based on your domain.
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