Founding Engineer

BPM adopts Kipsi to power its R&D tax credit practice. Kipsi Software, Inc. is proud to share that BPM LLP, one of the most respected accounting firms in the country, has adopted Kipsi to power its R&D tax credit practice. BPM serves clients across software, life sciences, semiconductors, manufacturing, FinTech, and more - industries where R&D is core to the business and where the stakes of getting a credit study right are high. Why BPM chose Kipsi. The R&D tax credit is one of the most valuable incentives in the U.S. tax code. It's also one of the most documentation-intensive. For accounting firms, that means managing large volumes of client data, coordinating across technical and finance teams, and producing work product that holds up under IRS scrutiny - all while keeping the process from becoming a burden on the very people driving their clients' innovation. BPM's decision to invest in purpose-built technology reflects something Kipsi Software, Inc. see in the best firms in this space: a commitment to doing R&D credits the right way, not just the fast way. "The R&D tax credit is valuable, but the process of claiming it shouldn't be a burden on the very teams driving your innovation. Kipsi lets us take that weight off our clients' shoulders while producing a more accurate, defensible result." - Andre Shevchuck, Partner & Specialty Tax Services Leader, BPM LLP What Kipsi enables for bpm's clients. With Kipsi, BPM's R&D tax credit team can deliver a more efficient, more accurate, and more defensible engagement experience. Here's what that looks like in practice: Centralized engagement management. Everything - data collection, client communication, documentation, QRE computations - lives in one place. No more chasing information across email threads or reconciling data manually from multiple systems. A better client experience. Guided questionnaires make it easier for engineers and project leads to submit what's needed without becoming tax documentation experts. A built-in client portal with real-time messaging keeps communication clear throughout the engagement. Stronger documentation. Kipsi standardizes how qualifying activities are tracked and documented, building a more defensible credit position from the start. That matters when a claim runs into six or seven figures and the IRS comes looking. Faster turnaround. Automated data integration and AI-powered expense analysis reduce the manual work that slows engagements down, so clients realize their tax savings sooner. What this means for the industry. The R&D tax credit space is at an inflection point. AI is reshaping how studies get done - but not all AI is created equal. There's a real difference between technology that makes the process faster at the expense of accuracy and defensibility, and technology built to uphold the integrity of the credit. That's the distinction Kipsi was built around. Kipsi Software, Inc. believe the best outcome for accounting firms and their clients is one where AI handles the administrative weight of an engagement so practitioners can focus on what requires their expertise: understanding what a company actually does, identifying what qualifies, and building a claim that's accurate, defensible, and compliant. Firms like BPM are proof that the industry is moving in the right direction. Read BPM's full announcement at bpm.com Table of contents

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.