Incentify Resources
Looking for product documentation, brochures, and white papers? You’re in the right place.
The CPAs Guide to Explore
Run guided incentive reviews across your client portfolio to discover unclaimed tax credits & incentives, and deliver client-ready results without disrupting your existing workflows.
Research federal, state, and zone-based incentives in minutes, evaluate multiple client locations at once, and invite clients to custom portals with your branding that keep them engaged.
The Advisors Guide to Explore
Get complete visibility into facility-specific incentives across your entire portfolio, monitor legislative changes, and never miss an incentive again.
The Enterprise Tax Guide to Explore
Learn more about interconnectivity between technologies and Incentify. Integrate data from Incentify into your company’s centralized reporting systems.
API Connections
We provide frictionless cloud security and best-in-class integrations with Box, DocuSign, Amazon Web Services, and others.
Security & Data Integrity
Frequently Asked Questions
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C&I stands for credits and incentives and represents the various government funds meant to incentivize employment creation, capital investment, sustainability, research, innovation, and more.
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Businesses benefit from refundable tax credits or the opportunity to reduce their taxable income. At the same time, communities benefit from new job opportunities, clean environment initiatives, affordable housing, and more.
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Incentify is the only purpose-built platform to help you manage and discover credits and incentives. Incentify provides enterprises, advisors, and franchises with the tools to improve the expansion, management, and monetization of their C&I portfolios.