Tailored solutions for your business

Software services to benefit your company

OIX enterprise solutions provide secure cloud-based applications to help your company navigate the credits & incentives landscape. Not all businesses have the same needs, so we’ve created dynamic tools to address your company’s objectives.

Tax Credit Management Systems

For companies (public & private) to manage any type of government subsidy (credits, incentives, grants rebates, etc.) earned anywhere in the world, or bought/sold on the OIX or privately offline.

Advisory Systems

For advisory firms (internal C&I/SALT practices at CPA firms and/or boutique advisory firms) to manage the administrative process around C&I activities performed on behalf of clients. Customizable for internal only, or internal/external collaboration and communication.

Transactional Processing Systems

For transactional firms (brokers, syndicators, intermediaries, market-makers) to manage and process activities across all monetizable tax credit products and to acquire “private markets/platforms”, or simply leverage processing systems to streamline back-office operations.

Turn-key compliance tools

Proposed regulation (FASB Topic 832) mandates that corporate entities (public and private) to provide details of government assistance arrangements, requiring reporting on statutory or negotiated tax credits, incentives, rebates, grants, abatements, loan guarantees, bond guarantees, and more; all of which OIX Systems are designed to manage and process.

Unprecedented Utility

OIX products offers valuable tools and dynamic applications to all stakeholders who touch on credits & incentives... discover the best solution for your business and inquire about customized and tailored options.


Improve internal processes to manage and maximize the value of your credits & incentives, never miss a beat, and modernize management of your portfolio.


Take control of administrative processes and bring internal or internal and external communication and collaboration to streamline your C&I and SALT practices.


Deliver results with automated transactional and processing systems for brokers, syndicators & market-makers and give your business a critical edge.

Pricing for Management and Processing

Usage-fees for our processing systems are calculated on the face value of credits & incentives that you manage in your system.

10 Basis Points

* Please contact us for custom pricing packages for “private platforms” and “white-label” systems.

How do I get started?

Explore which Membership option is right for your business and gain a technological edge on the OIX. It’s simple to open a Membership account, and you can always contact us to schedule a platform demo or speak with our experienced staff of tax professionals.

OIX - The Online Incentives Exchange

The OIX provides integrated technology solutions for tax credit & incentive management, administration and monetization. The OIX is the only provider that offers secure cloud-based technology, and white label solutions coupled with compliance, workflow and reporting tools which are a must-have for any business!