Microsoft Teams Approach

We apply our proven MASSIE Method to innovate, optimize, and simplify R&D Tax Credits.

The MASSIE Method is a more innovative approach to the R&D tax credit.

Imagine being able to claim and sustain the largest credit available with minimal effort. That's exactly what you'll get with the MASSIE Method. With our best practices and smart tools, you'll be able to maximize your benefits and achieve your goals with ease.

We focus on three key components.

By implementing the MASSIE Method, you are applying a new innovative solution for your R&D Tax Credit.


Tailored solutions to meet the specific needs of each client.

Make it Easier
on the SME

Processes and tools to make it easier and more efficient for the SME.

The Tax

Visibility and control of the project progress and final report documentation.

"You’ve got to start with the customer experience and work backward into the technology."

– Steve Jobs

At MASSIE, we believe in harnessing the power of technology you already know and love. By utilizing the platforms and tools that your team is already familiar with, we make communication and collaboration a breeze. And with our proven process, your desired results are within reach.

Microsoft Teams provides the ideal software platform for collaboration hub in an R&D Tax Credit study.

  • Channel Specific Teams Site & Planner Tasks
  • Channel-Specific 4-Part Test Technical Questionnaires
  • Calendar Scheduling & Sharing
  • Simple Button Checkboxes to Record Progress
  • Guided Next Steps Laid Out on Planner Task
  • WIKI Space and Whiteboard FAQs – For All to View in One Place
  • Group & Private Chat Features
  • MS Announcements – Not Email Blasts
  • All Views Available on Any Device
  • Instant Follow-up through Messenger
  • Power Automate to Send Actions and Reminders to Keep the Project Moving
  • Real-time View into Response Uploads
  • Questionnaire Stats with Real-Time Response Data
  • Milestone Tracking Dashboards
  • Microsoft Azure AI to Review & Classify SME Documentation
  • Private Communication Channels for Your Tax Team and MASSIE
  • Power BI Analytics
  • Maintain Selected Posts and Communications YoY

The MASSIE Method

Ready to get started?

Scientist in labroatory
2020 - 2023
Repeat Honoree
Financial Times
America's Fastest Growing Companies
2019 - 2023
Repeat Honoree
Inc. 5000
America's Fastest Growing Private Companies
2022 - 2024
Platinum Sponsor
TEI (Tax Executives Institute)

Let’s Be Friends

Sign up to Experience Best Practices and to learn about upcoming roundtable events.

This field is for validation purposes and should be left unchanged.