Two proven products, one independent company.
Trak Services is spinning off from HRlogics with the compliance and tax credit products employers already rely on: Clear I-9 verification, and tax credits and incentives. Same specialists, same platforms — now with a single, focused roadmap behind them.
Specialists, not generalists
Each service line is run by people who have spent 20+ years in that exact discipline. Compliance rewards depth.
Technology plus humans
Software handles the tracking and the paperwork. Experts handle the judgment calls that software gets wrong.
Your data stays yours
We never sell or share client workforce data. You retain full ownership of your records and policies.
Built on decades of practice
The leaders behind each Trak service line are familiar faces in the compliance market, with careers measured in decades rather than quarters. That depth is what turns a complicated federal program into a routine part of your week.
How Trak compares to the major tax credit providers.
Honest, side-by-side reads on the providers most often shortlisted next to Trak — screening flow, program scope, audit defense, lookback and migration.
Payroll-bundled WOTC
ADP and Paychex bundle a WOTC checkbox into their payroll product. Convenient inside the bundle — but capacity outside WOTC is limited by design.
WOTC + workforce-data platforms
Equifax Workforce Solutions, Clarus and Walton anchor on WOTC operations. Trak covers the same WOTC ground and stacks FICA Tip, EZ, state R&D, training and energy credits on top.
Mid-market credit specialists
Synergi Partners, CTI and similar firms run service-led practices with real depth. The difference: continuous capture on software vs. engagement-cadence deliverables.
R&D and engineering-led firms
alliantgroup, Source Advisors and Engineered Tax Services anchor on R&D, cost segregation and 179D. Trak covers federal credits continuously and adds the full hiring-credit ecosystem.
Enterprise compliance bundles
Experian Employer Services and similar suites roll credits into a broader compliance product. Tax-credit-focused attention vs. a shared roadmap.
Big Four tax advisory
EY, Deloitte, KPMG and PwC are excellent for complex M&A and international credit work. Day-to-day multi-location capture is operational; engagement economics rarely fit.
| Provider | Category | Where they fit | Where Trak differs |
|---|---|---|---|
| ADP | Payroll-bundled WOTC | Pure ADP-payroll shops that only want WOTC screening. | Multi-state, multi-location operators leaving FICA Tip, state hiring, EZ, training or R&D credits on the table. |
| Paychex | SMB payroll-bundled WOTC | SMB Paychex payroll clients whose only credit interest is WOTC. | Multi-location operators with tipped labor, EZ exposure, multi-state hiring, or training and R&D spend. |
| Synergi Partners | Tax credit specialist firm | Small program scope (often just WOTC) with engagement-style delivery. | Continuous capture, ATS-native screening, location dashboards and audit workpapers retained automatically. |
| Walton Management Services | WOTC specialist | Deep WOTC volume with no exposure to other program families. | Operators with stacking eligibility across multiple program families. |
| Experian Employer Services | Enterprise credit + compliance suite | Enterprises consolidating vendors across employer compliance. | Credits run by a focused team, with continuous capture and workpapers as a workflow. |
| Clarus Solutions | Platform-first WOTC vendor | Credit profiles that are genuinely WOTC-shaped. | Operators with tipped labor, multi-state training spend or energy retrofit work. |
| Equifax Workforce Solutions | Enterprise WOTC + workforce data | Enterprises consolidating workforce data, verification and WOTC. | Every program filed — FICA Tip, EZ, state R&D, training, energy — with 7-year workpaper retention. |
| alliantgroup | R&D-led credit specialist | Episodic, consultant-led R&D credit studies. | Continuous capture across hiring, R&D, energy and FICA Tip credits on one platform. |
| EY Tax Credits & Incentives | Big Four advisory practice | Complex M&A, international structuring and audit-grade advisory positions. | Day-to-day multi-location capture where continuous coverage beats engagement cadences. |
| Source Advisors | R&D / cost-seg / energy specialist | Episodic R&D and cost-seg studies without ongoing hiring credits. | Hiring and federal credits filed continuously, on one platform. |
| Engineered Tax Services | Engineering-led credit + cost-seg firm | Capital-deployed operators focused on cost segregation and 179D. | Operators with meaningful hiring volume, where hiring credits often outsize the capital stack. |
| CTI – Corporate Tax Incentives | Mid-market state + federal specialist | Clients used to engagement-led advisory. | Capture as a live finance line, ATS-native screening and audit workpapers by default. |
Bring real tax credit savings to your clients.
CPAs, financial planners, payroll companies and background check companies can partner with Trak to deliver credit recovery and Clear I-9 compliance — referral, co-branded or white-label.
Referral
Introduce clients to Trak and earn a share of the credits we capture. We handle the work; you keep the relationship.
Co-branded
Offer credit recovery and Clear I-9 compliance alongside your own services, with your name next to ours on client deliverables.
White-label
Deliver Trak's platform and specialists under your own brand through a white-label employer portal.
Audit defense is a workflow, not a footnote.
Every filed credit ships with the eligibility documentation, source payroll and approvals needed to defend it — versioned, retained for seven years and exportable to your auditor in an afternoon.
SOC 2 Type II
Independently audited annually.
Hybrid deploy
Run inside your own private cloud if required.
7-year workpaper retention
Every credit, form and supporting document timestamped and retained.
GL reconciliation
Tied to filed amounts, line by line.
Audit defense included
A standard workflow, never an upsell.
Your data stays yours
We never sell or share client workforce data.