Our WOTC Solution

Paperless and Automated

Our solution begins with our proprietary integrated Optimal Incentives System (Optimal IS), a cloud-based platform that makes it easy to incorporate the Work Opportunity Tax Credit screening process into your existing hiring and personnel platforms quickly and seamlessly. No paper forms to fill out, no physical files to store.

This streamlined approach turns cumbersome 8850 and 9061 forms into simple online screenings that most applicants can complete in less than a minute.

The Optimal IS platform will:
  • Screen job applicants for potential tax credits
  • Calculate earned credit value
  • Generate tax packages to claim credits

Customizable and Flexible

With quick setup and configurable settings, your applicants are screened within days. We customize our solution to optimize your job applicants’ experience and fit your business objectives.

  • Match the screening look and feel to your careers site and corporate brand
  • Choose to add or delete questions and features
  • Focus on specific eligibility groups
  • Offer multiple languages

Optimal IS has pre-built integrations with most applicant tracking systems, and our standard APIs allow businesses to easily incorporate screening into your custom processes. We’ve simplified screening to identify WOTC-eligible hires faster and more effectively, resulting in maximum screening compliance that translates directly to your bottom line as more tax credits earned.


Our intelligent Optimal IS platform provides the information you need in an easy-to-read portal that gives a clear view into your WOTC activity.

The Optimal IS administration portal features:
  • Action-item alerts to HR managers and field operations
  • Reporting on pending applications
  • Forecasting
  • Program administration

Our Promise to You

As part of our promise of convenient and seamless service, you’ll also get a dedicated account manager to support your team and answer any questions about the WOTC process.