How Handled produces defensible R&D time records

Onboarding

If you are switching mid-year, we can import year-to-date time entries so exports cover the full tax year in one place.

Imported entries are labeled as imported and reflect your source. Handled's audit trail begins at go-live.

Employees can log time immediately

Timesheet with add-project dialog and provisional assignment labels
Employees can add a project name and start logging time on day one; provisional items stay clearly labeled until an admin confirms them.

History is visible in context

Recent Activity panel showing timestamped time-entry updates with before/after hours
Recent Activity shows who changed what and when, including before/after values — without leaving the timesheet.

Project context is captured alongside time

Project context is captured alongside time
Each project includes fields for recording technical goals, uncertainties under investigation, and approaches that were tried and abandoned. This information is entered during the work — not reconstructed at year-end — and is included in the CPA review package alongside time records.

Exports for your accounting workflows

Export screen showing an R&D documentation package (PDF + CSV) with coverage period and "as of" timestamp
Generate a CPA review package that includes time records, correction history, and structured project narratives — formatted for R&D credit qualification analysis and supporting state and federal tax form preparation. Exported "as of" a specific date so the record is reproducible.
See your workflow in Handled