Set up your R&D time documentation infrastructure

Each Handled workspace is configured at the company level to ensure consistent record structure and clean history from the first entry. Your 45-day evaluation period let's you capture time on R&D efforts immediately.

Your workspace will be provisioned with administrator access and employee roles before time entry begins. This ensures entries, corrections, and exports remain consistent from the first record.

Company account setup

Prefer to coordinate setup directly? Contact [email protected]

Use case: first-time R&D credit claims

Designed for technical companies pursuing R&D credits but lacking defensible time documentation. Time recorded in Handled is timestamped, reviewable, and exportable with a complete audit trail.

Switching mid-year

New customers rarely start with Handled on day 1 of the tax year. During onboarding, we can import year-to-date time entries from your current system or spreadsheet so you have a single place to review and export the year.

Imported entries are clearly labeled as imported and reflect the source you provide. Your accountant retains judgment on how to interpret historical, imported time.

Controlled initialization

Accounts are provisioned individually to align roles, history tracking, and administrator access before time entry begins.