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OIX Products

  • 1. What tax credit and incentive products does the OIX offer?
  • OIX enterprise solutions are a secure cloud-based suite of applications designed to help your company navigate the credits & incentives landscape. We offer sophisticated and ease-of-use software systems to manage credits & incentives generated anywhere in the world with a variety of options to serve any organization’s needs.
  • 2. Why do I need modern technology when I currently use spreadsheets/notepaper/or an off-the-shelf solution?
  • The OIX delivers mission critical, world class technology solutions that empower our customers to cost effectively control, analyze and optimize their global credits and incentives assets in a secure, reliable, cloud-based solution where spreadsheets or off-the-shelf database solutions simply cannot compete. Click here to learn more about our benefits.
  • 3. What are some of the key benefits/functionality of OIX products?
  • Portfolio analytics, document storage and indexing, electronic document execution tools, customizable workflow tools, customizable reporting tools, calendar and alert/reminders, sharing and collaboration capabilities, manage credits you harvest and realize, manage internal/external transfers, monitor internal audit trails and variance tracking, record offline/private transactions, asset management tools, ease-of-use interface, integrate with in-house systems and enjoy seamless access to a national marketplace right at your fingertips.
  • 4. My company generates tax credits and incentives, so which OIX product is right for me?
  • Public and private companies can leverage our state-of-the-art "Tax Credit & Incentive Management System" ("TCM") which enable you to track and manage ANY type of tax credit or incentive (statutory, negotiated, municipal, state, federal, international, etc.) generated anywhere in the world, and provides analytic and reporting tools around your entire tax credit & incentive portfolio.
  • 5. My firm works with companies to manager their credits and incentives, so which OIX product is right for me?
  • CPA and advisory firms can leverage our “Advisor Systems” to manage administrative activities on behalf of your clients. Handle the workflow and compliance process internally and/or share status and the lifecycle through collaboration tools allowing your clients (optional) to access through a fully branded experience. Customizable dashboards also enable you to track and manage advisory fees, project leads, engagement start/end dates, and more. Our system also provide analytic and reporting tools around your entire advisory practice and integration with your internal accounting systems.
  • 6. How can I manage my company's unique internal processes with the OIX Workflow & Calendar tool?
  • All OIX solutions incorporate a dynamic "Workflow" tool which you can customize to manage internal processes and create a library of customized compliance tasks. Certain programs require a unique workflow process, and in some cases the same credit program may require an entirely different process based on the nature of the advisor/client relationship (audit/non-audit/etc.). With the OIX Workflow tool you can customize processes, address step-by-step regulations and compliance needs, "assign" tasks to collaborators, track variance and key data points. To improve efficiency, all "dates" in your system (Workflow or otherwise) roll up to your "Calendar & Event Tracker" with automated email and notification reminders sent to you and your team on a scheduled frequency. You'll never miss an important deadline! Our "Calendar" feature includes a "heat-map", traditional calendar views, and with all data in your system you can easily export events and reminders to Outlook or iCal.
  • 7. How can I collaborate internally?
  • All OIX products enable you to collaborate within your organization by granting colleagues with access to your account. When inviting an internal collaborator you can (1) set permission levels to determine what that person can or cannot do in your system, and (2) when loading credits/incentives you can also set additional permission levels as to which users can or cannot access/view/edit specific credits. If colleagues are not permissioned on a particular credit they will not have access nor visibility to any information surrounding related data.
  • 8. How can I collaborate externally with third parties with the OIX product?
  • If you need to collaborate outside of your organization (e.g. advisors, CPAs, auditors, project managers, etc.) OIX products enable you to "share" (grant access) with third parties on a credit-by-credit basis (this does not grant access to your entire system). Granted access will be limited to THAT particular credit. Therefore, you can manage permission levels with respect to view only or view/edit with third parties, and also manage access in real-time ("revoke" access or "transfer" access to third parties) with ease.
  • 9. How can the OIX help my company with newly proposed government regulations FASB Topic 832?
  • Proposed regulation (FASB Topic 832) will mandate that corporate entities (public and private) report and provide great detail on all forms of government assistance arrangements, requiring reporting on statutory or negotiated tax credits, incentives, rebates, grants, abatements, loan guarantees, bond guarantees, and more. The OIX prepares you now and for the future.
  • 10. How does the OIX product enable my company to manage the entire lifecycle of a credit or incentive?
  • OIX TCM and ASM products provide features to not only manage workflow and compliance around credit and incentive acquisition, but also enables your organization to measure the of fulfillment, utilization, harvest and monetization to calculate the A-Z economic benefits of the credits and incentives that your firm generates (and/or acquires to reduce liabilities, in the form of credit purchases).
  • 11. My company negotiates with government agencies for credit and incentives packages (for expansion, relocation, etc.) so does the OIX product support those non-statutory benefits?
  • Yes. OIX products allow you to manage any type of credit or incentive (US federal, state, municipal, county, international) whether statutory or negotiated, or for that matter any form of government assistance including rebates, refundable credits, tax abatements, grants, bond guarantees, etc., through our flexible and customizable data input tools. With OIX products you can manage the lifecycle, compliance and workflow needs (as required by the conditions, rules and regulations, and your internal processes) from inception through harvest.
  • 12. Can I use the OIX product to manage and process (transferable, allocated) credits that I buy or sell?
  • Absolutely. OIX systems are designed to support your needs to record and track any tax credit that you buy or sell privately (through a broker, direct, or through internal transfers) and leverage our processing and closing process tracking solutions. All of these activities feed your analytic and reporting tools, so that you can manage all aspects of your tax credit portfolio and forecast P&L.


  • 1. How can I gain portfolio visibility and control?
  • Imagine if your CEO walks into your office and asks "what does our company's overall credit and incentives picture looks like." In particular, she wants to know the company's total value of credits and incentives, when will they mature, and how will they be harvested. No matter if the total value of these credits and incentives number in the thousands, millions or even billions, if you cannot answer that question in minutes you need an integrated system that can. At OIX, we understand the rapidly expanding and evolving market for tax credits and incentives has created a challenging environment for our customers. The addition of FASB Topic 832 regulatory regimes will only add to the burden. Our solutions give you the oversight, control and visibility you need today and into the future.
  • 2. I need to generate a myriad of reports that reflect my company's tax credit portfolio; is that possible?
  • OIX products enable you to capture over 50 + data points on any credit and incentive which you can configure and manipulate into customized reports for viewing or exporting purposes. Visibility and reporting is key to staying on top of your organizations' financial portfolio and OIX products also provide the ability to create a "library" of custom report templates (run at the push of a button) around key criteria, date ranges, and also tools to plot relevant data points against one another in order to gain insight, maximize value and more importantly to identify and prevent slippage. Viewing pie charts and graphs is not enough (although OIX products have that too, of course) but configurable reporting and data exportation is critical when managing significant assets.
  • 3. How can I prevent slippage and never miss another deadline?
  • Every year, millions of dollars of tax credits and incentives are delayed and/or encumbered due to shoddy management. OIX products can prevent slippage and insure your organization gets every dollar it is owed, on schedule, every time by providing efficient workflow, compliance and reminder functionality to take control of this important asset class. For example, many companies still use spreadsheets or inappropriate CRM applications to manage their credits and incentives. The problems with these approaches are myriad: from version control issues, employee turnover, information access, and the sheer complexity of credit and incentive instruments (to name but a few) can all lead to missed deadlines and delays, and in some cases, loss of credits and incentives. OIX meticulously tracks key dates, times and end users and delivers reminders and action items so you don't miss a thing. And everything is recorded with an audit trail to insure the retention of institutional knowledge and business continuity.
  • 4. How can my company optimize profitability and deliver earnings on-time, every time?
  • You can't manage what you don't track. This old business adage is even more true today when it comes to optimizing the harvest and monetization of credits and incentives on a global basis. Every year, billions of dollars of credits and incentives are lost or delayed due to lack of oversight due simply to failure to execute on requirements. OIX products provide top down organization that delivers a comprehensive system for intensively managing credits and incentives at all levels of an organization. This allows senior management to understand the overall picture while empowering department heads and divisions to insure optimal and timely monetization.
  • 5. Why should my company pay more attention to government sponsored economic development programs?
  • As governments of all sizes from around the world compete for jobs, these incentives will continue to grow, and companies need a modern, secure, enterprise solution to manage and optimize their credits and incentives portfolio. The OIX solution puts control and visibility in your hands so you can deliver maximum value to your company at any moment.
  • 6. Why is the tax credit and incentive asset class so important to my company?
  • As this asset class continues to gain in importance in the global economy, the ability to accurately predict the impact of these assets on the bottom line will only grow. A missed deadline or target could mean the difference between making or missing the quarterly earnings target, and OIX's cutting-edge dashboards, analytic tracking systems and reporting tools keep you abreast of all of your credit and incentive assets and insure you always know where you are in their life cycle, and forecast around harvests and monetization.
  • 7. How can my company stay compliant and be prepared for greater reporting requirements?
  • As a finance executive, the last thing you want is to be blindsided by events. The imminent arrival of FASB 832 could be one such event if you are not prepared. The good news is the OIX is a simple, cost effective solution for the management of your credits and incentives today AND into the future regulatory environment. We predict many challenging questions will arise in board rooms across the country as companies assess the best way to cope with potential political and economic issues that could result from greater public disclosure requirements. The companies that are most prepared with facts and data will be in the best position to make clear arguments about the benefits of such programs for the communities in which they operate. The OIX puts this information in your hands at the touch of a button.


  • 1. How does the OIX secure my data?
  • OIX systems are secure and cloud-based solutions with end-to-end data and file encryption. The OIX harnesses the security and reliability of the Amazon Web Services (AWS) infrastructure, and all data, between our systems is transmitted over secure SSL connections. The OIX certificates are registered with DigiCert, an industry leading SSL provider. Regarding data at rest, the OIX MySQL database leverages the AWS Relational Database Service (RDS). Amazon RDS enables OIX to encrypt its database using keys, which are managed through AWS Key Management Service (KMS). Data storage is encrypted, as are its automated backups, read replicas, and snapshots. RDS encryption uses the industry standard AES-256 encryption algorithm for encryption. Click here to learn more about OIX security, or contact us to request our full security documentation.
  • 2. How is my data backed up?
  • The OIX leverages Amazon RDS for its MySQL database, which provides two different methods for backing up and restoring DB instance(s) automated backups and database snapshots (DB Snapshots). The automated backup feature of Amazon RDS enables point-in-time recovery of the DB instance. Amazon RDS automatically performs a full daily snapshot of OIX data and captures transaction logs (as updates to the DB Instance are made).
  • 3. How does the OIX ensure security and encryption around document storage?
  • The OIX facilitates the uploading, storing, managing and sharing of documentation via a secure, encrypted environment built on top of the industry standard document collaboration platform, Box. Documents are transferred via high-grade TLS and stored in multi-layered encryption with 256-bit AES, Further, OIX integrates with the Box.com platform (via the JSON WebToken API) so that all documents uploaded via the OIX platform are directly uploaded, stored and encrypted on the Box platform. These documents are then accessed based on the end user's permissions and over the secure, Box JSON Web Token-based API. Document previews are embedded in the OIX interface using the Box iframe document viewer, which has DRM capabilities. Download our overview for more details.
  • 4. Tell me more about security compliance and certifications?
  • The OIX is hosted on Amazon Web Services, and AWS's cloud complies with a robust set of standards, certifications, regulations and policies, including: SOC 1, SOC 2, SOC 3, FedRAMP, FIPS, ISO 9001, ISO 27001, CIS and many more. Amazon EC2 provides the OIX with a highly reliable environment, which runs within Amazon's proven network infrastructure and data centers, with a Service Level Agreement commitment of 99.95% availability.
  • 5. Does the OIX have access to my data?
  • Data is stored within Amazon Web Services, and your company's data can only be accessed by senior OIX employees over the internet (i.e., no physical access is permitted) with the appropriate credentials and permissions, leveraging the AWS IAM system (currently the CEO and CPO in order for support purposes). For billing purposes, the OIX only has access to the volume of credits & incentives under management and not specific credit detail.


  • 1. What are the costs associated with OIX products?
  • OIX enterprise products are provided on a usage-based pricing model calculated on the face value of credits & incentives through its lifecycle from inception to realization/monetization. We also offer negotiated rate structure depending on the requirements and needs of your business.
  • 2. Can OIX products communicate with my company's internal systems?
  • In addition to the ability to export all data in your system to a CSV format, OIX can expose its secure API (RESTful "web service") to your organization's IT team enabling you to access your data for the purpose of generating highly customized reports or to develop integrations with other systems your company is leveraging.
  • 3. Can I get specialized help from the OIX on how to use the platform?
  • Yes. The OIX is there to help you navigate the platform and offer personalized support and training. We can even assist your company through the onboarding process and load all of your existing credits & incentives for you.
  • 4. What legal documents are required for accessing OIX products?
  • Access to the OIX platform simply requires the acceptance of our Terms of Use, and fee structures for the use of our products are determined through a license agreement.
  • 5. Is the OIX interested in mutually beneficial partnership opportunities?
  • Yes. The OIX currently works with a number of organizations through rev-sharing and lead-gen structures. Please contact us to explore further.

The OIX provides secure and integrated technology solutions for tax credit & incentive management and administration. OIX's cost-effective solutions streamline forecasting, reporting, analysis, monetization, workflow and compliance and internal processes for credits and incentives on a global basis.