KPMG invests in Incentify to expand global tax credits platform

KPMG LLP deepened its push to turn AI into a delivery platform, taking a minority equity stake in Incentify and extending Digital Gateway Powered by Claude with global tax credits and incentives capability. The new KPMG Incentive Credit Opportunity Navigator, or ICON, gives clients a single secure view of credits, grants and incentives across more than 120 countries, a signal that KPMG wants to move this work out of scattered research files and into a repeatable workflow.

For tax professionals, that shift could change the daily mix. Incentives work has often meant chasing rules across jurisdictions, stitching together handoffs and spending long stretches on manual research before anyone gets to the substance of eligibility or structuring. Incentify says its AI Navigator can replace weeks of that work with guided, interactive reviews that assess eligibility, estimate credit values and surface filing requirements. Folded into KPMG’s platform, that points to less time on detective work and more time on judgment, documentation and client planning.

The move also fits the firm’s broader alliance with Anthropic, announced May 19, 2026, when KPMG and Anthropic launched Digital Gateway Powered by Claude for tax clients and private equity firms. At the time, KPMG said its 276,000-plus global workforce would get access to Claude, while Anthropic named KPMG a preferred consultant for private equity. KPMG later described the platform as a market-leading AI-enabled system, and Anthropic said KPMG operates across 138 countries and territories, underscoring how much of the firm’s scale is now tied to whether these tools can be embedded into real client work.

The investment suggests KPMG is not treating AI as a back-office convenience. Anthropic’s Claude Partner Network includes a $100 million investment in partner training, technical support and shared marketing, and KPMG’s latest move points to the same commercial logic: build AI into service lines that can be sold, staffed and scaled. If Digital Gateway expands into transaction and consulting offerings, as the alliance has indicated, incentives work could sit closer to deal advisory, transformation, risk services and managed services than it has in the past.

That matters inside KPMG because the strongest leverage may come from professionals who can do more than read tax law. The next wave of demand is likely to favor people who can pair technical tax depth with product thinking, data fluency and workflow design, especially on cross-border planning where incentives, grants and credits now intersect with broader operating and investment decisions.