KSM Enhances R&D Tax Credit Services With AI-Enabled Platform Kipsi

Summary: KSM is enhancing its R&D tax credit services by integrating Kipsi, an AI-enabled platform that streamlines documentation, improves collaboration, and supports deeper insight into client R&D activities while maintaining a personal, advisor-led approach focused on accuracy, efficiency, and informed client conversations.

INDIANAPOLIS – KSM (Katz, Sapper & Miller), a leading advisory, tax, and audit firm, has adopted Kipsi, an AI-enabled R&D tax credit platform, to enhance its R&D tax credit services. The platform streamlines documentation, improves collaboration, and provides earlier insight into client R&D activities while supporting KSM’s advisor-led, relationship-driven approach.

“Kipsi strengthens how we gather and analyze information, allowing our team to engage earlier and more effectively with clients,” said Tim Mosier, director at KSM. “The platform supports more informed conversations and helps ensure R&D tax credits are well-documented and defensible.”

By incorporating Kipsi into its service delivery model, KSM is enhancing how it learns about and works with each client’s unique situation while maintaining its advisor-led, relationship-driven approach. The platform supports clearer conversations, more organized workflows, and documentation tailored to each client’s specific circumstances. Kipsi provides KSM professionals with additional tools to support and deliver thoughtful, well-informed guidance.

Supporting a More Efficient and Defensible R&D Tax Credit Process

R&D tax credits can provide significant tax savings, but the process of identifying, documenting, and supporting qualifying activities has traditionally been manual and time intensive. Spreadsheets, email chains, and disconnected documentation often slow progress and create unnecessary complexity.

As R&D tax credit rules continue to evolve and scrutiny increases, accounting firms must be more intentional about how they manage data, collaborate with clients, and document results. KSM is focused on strengthening the client experience and improving outcomes by leveraging technology tools, including AI, to support accuracy, efficiency, and insight.

About the Kipsi Platform

Kipsi is a secure, cloud-based platform built specifically to support R&D tax credit studies. It centralizes information requests, documentation, and collaboration into one system.

Clearer Information Requests & Better Tracking: Kipsi centralizes all information requests in one organized dashboard, giving clients a clear view of what has been provided and what remains outstanding. The platform’s automated reminders help keep the process moving without requiring repeated follow‑ups, making the workflow smoother for both client teams and KSM professionals.

Web‑Based Time Surveys and Expense Allocations: Kipsi’s built‑in time surveys and expense‑allocation tools simplify one of the most complex parts of an R&D tax credit study. Because these tools are web‑based and collaborative, contributors across departments can complete their inputs directly within the platform. This improves accuracy, reduces version‑control issues, and makes it easier to identify open items in real time.

AI Support for Stronger Insight: Kipsi’s AI capabilities assist with reviewing documentation and performing contract analysis, giving KSM professionals earlier visibility into potential qualifying activities and project themes. The platform’s AI capabilities are designed to support – not replace – professional judgment and client conversations by helping to identify areas of focus earlier in the process.

What This Means for KSM Clients

As KSM continues to expand its use of Kipsi, clients can expect:

• A more intuitive and organized R&D tax credit process
• Earlier, more informed conversations about qualifying activities
• Continued focus on documentation quality, accuracy, and defensibility

The adoption of Kipsi reflects KSM’s continued investment in technology that supports high-quality, defensible R&D tax credit studies while maintaining a personalized, advisor-led client experience. By combining experienced professionals, thoughtful processes, and modern tools, KSM continues to evolve how it delivers R&D tax credit services so clients can focus on innovation with confidence.

If you have questions about KSM’s R&D tax credit services or how Kipsi fits into the process, reach out to your KSM advisor or complete the form below.