Offsets, carryforwards, agency adjustments, abatements, audits, notices — the noise that buries what you're actually owed and leaves checks sitting for up to two years. Our signature proprietary program — built on technology available nowhere else — unravels it end to end: every dollar tracked from filing through cash, so your finance team sees what's owed, knows when it lands, and deposits each check with confidence.
Between offsets, carryforwards, and agency adjustments, what you're actually owed gets lost in the noise long before a check ever clears.
Offsets, carryforwards, and agency adjustments bury what you're owed. Most finance teams have no real-time view of refunds in flight.
Refund checks routinely go uncashed for up to two years while higher priorities take the team's attention.
Uncashed checks expire and the funds get pulled back by the agency. That money is simply gone.
From the moment a refund is owed to the day it's deposited, we close the gap — turning refunds you're already entitled to into cash in your account in months, not years. Less waiting, more working capital.
Refunds reach your account in a fraction of the time, without your team chasing agencies.
Checks that would expire and get withdrawn are deposited before they ever age out.
Cash in hand sooner is interest earned sooner — every month of waiting has a price.
Put recovered cash back to work months earlier, on your terms instead of the agency's clock.
A 3-year signature program sized to your refund portfolio. Everything you need to turn owed refunds into deposited cash — in one engagement.
The Refund Recovery module and the notice, refund check, and audit workflows built around it — one operating system across every entity.
An experienced recovery team working your portfolio every month — identification, claims, agency follow-through, deposit confirmation.
A single, real-time view of every refund you're owed across every entity — nothing slips, nothing waits.
Monthly recovery reporting, expected vs. actual by entity, every dollar tied to cash received.
The managed services package is the engine of the program. It's not software you have to drive — it's an experienced recovery team operating inside the platform on your behalf, accountable for getting every check from owed to deposited. Your finance team gets the visibility; ours does the chasing.
For private equity firms and multi-entity portfolios, the same team coordinates recovery across every EIN — one program, one reporting line, every entity covered.
See how managed recovery works for private equity portfolios →Every refund you're owed across every entity is accounted for — nothing waits to be found.
The team takes full ownership of getting each refund from owed to deposited before it ages out.
The work that actually moves deposit dates is handled on your behalf — your team stays out of it.
Recovery reporting and audit-ready documentation every month — expected vs. actual, by entity, tied to cash received.
Built for serious refund portfolios. Book a recovery review and we'll size the 3-year program to yours.
Book a recovery review →