Turn tax prep into advisory revenue.
No in-house expertise required.
Incentify Explore makes it easy to discover tax credits and incentives, run guided reviews, and expand advisory services.
Trusted by industry leaders
Everything you need to scale incentive advisory
Access over 1,200 tax credits & incentives that are updated in real time, and validated by experts to be accurate and actionable.
Find relevant incentives fast without becoming a subject matter expert in all federal, state, and zone-based incentives.
Track incentives across clients with multiple locations or subsidiaries to say up-to-date with legislation.
Share opportunities and track next steps with clients instantly.
Discover incentives, evaluate eligibility, and estimate value in minues with AI-guided reviews.
Simple, transparent pricing
Find the right plan for your firm
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20
Tokens
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40
Custom
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# of Users
Add more Users, Tokens and Organizations
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Features
Custom
25
10
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# of Organizations (Clients)
5
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Usage
50
Custom
AI Navigator
Advanced Program Details
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Single Address Search
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Site Manager
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Address Cleanser
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Incentive Catalog
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Bookmark Programs
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Hide Programs
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Opportunity Manager
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Customizable White-Labeled Branding
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Create Custom Incentives
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Override Values
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Zone Matcher
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Single Sign-On (SSO) Login
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How tokens work
AI Navigator Guided Reviews
Each guided review uses 1 token and generates a client-ready summary of eligible incentives with directional estimates for one location.
Single Address Search
Single address search uses 1 token and provides a list of eligible incentives.
Site Monitoring
Sites uploaded to Site Manager use 1 token per site/per month, and monitors legislative updates and zone adjustments.
Address Cleanser
Address cleanser uses 1 token for every 10 addresses cleansed.
Testimonials
Incentify helped us uncover over $2.3M in tax credits we had no idea we were eligible for. The AI-powered discovery alone paid for itself in the first quarter.
Alexander Konstantin * CFO, BrightPath Manufacturing
We manage 140+ locations across 30 states. Before Incentify, tracking incentives was a nightmare of spreadsheets. Now our entire C&I portfolio is in one place with real-time eligibility updates.
Irene West * VP of Tax, Meridian Logistics Group
We were leaving money on the table with every new site we opened. Incentify's Site Manager flagged $800K in location-based incentives during our last expansion into Texas.
Marcus Nunes * SVP of Finance, Crestline Retail Group
FAQ
What is Explore?
Incentify Explore is an AI-powered platform that helps you discover and evaluate tax credits and incentives. Think of Explore as your incentive research assistant, allowing you to tap into a database of over 1,200 federal, state, and zone-based programs without requiring you to become an expert in each one.
How does it work?
It’s simple:
1. Start your incentive search - Type in a single address, bulk upload multiple addresses, run a comprehensive guided review with AI Navigator, or browse our full catalog.
2. Filter eligible incentives - Either manually filter incentives from an address search or let our AI analyze your client against 1,200+ incentive programs
3. Share results with clients - You can share incentive summaries with clients using Opportunity Manager. This allows you to send white-labeled opportunity details so when your client is reviewing incentives your name and logo are visible. They can also chat with our AI to get answers to their questions, and select their interest to pursue specific credits.
4. Track and manage responses - Monitor client interest across your portfolio to stay informed on which incentives your clients are interested in pursuing which incentives.
1. Start your incentive search - Type in a single address, bulk upload multiple addresses, run a comprehensive guided review with AI Navigator, or browse our full catalog.
2. Filter eligible incentives - Either manually filter incentives from an address search or let our AI analyze your client against 1,200+ incentive programs
3. Share results with clients - You can share incentive summaries with clients using Opportunity Manager. This allows you to send white-labeled opportunity details so when your client is reviewing incentives your name and logo are visible. They can also chat with our AI to get answers to their questions, and select their interest to pursue specific credits.
4. Track and manage responses - Monitor client interest across your portfolio to stay informed on which incentives your clients are interested in pursuing which incentives.
How long does it take to get started?
You can start using Explore immediately after signing up and requires no onboarding.
How long does it take to get started?
Start with the number of clients you want to manage. You can upgrade anytime as you scale.
How current is your incentive database?
We track 1,200+ federal, state, and zone-based incentives with real-time updates. Our team of experts validates every incentive for accuracy and monitors legislative changes continuously. You'll always have access to the most current information.
Can my clients access the platform directly?
Yes! Our Enterprise plan comes with Opportunity Manager which allows you to send clients a selection of incentive programs to review on their own using our AI assistant. You maintain control and visibility through your dashboard while they get a summery of eligible incentives you’ve curated and instant answers to their questions.
What does “white-labeled branding” mean?
With Enterprise plans, you can customize the client view of the platform and emails client receives with your firm’s logo and branding, reinforcing your brand and positioning.
