Platform + Service
By utilising a hybrid approach of platform + service, you can build a successful R&D claim quickly, effectively and at only 5% of final credit or less.
Demystify
Set your R&D claim up for success.
Define projects and ID qualifying expenditure with our team.
Streamline
Build your claim efficiently.
Import & assign costs, and collaborate on the technical narrative, all in our R&D platform.
Accelerate
Fast-track the claim process.
Save time without compromising on claim quality.
Mitigate
Review, benchmark & optimise.
Every claim element is reviewed multiple times to ensure compliance & optimisation.
One Centralised Claims Platform
Build your claim efficiently. Review, benchmark and optimise.
Automated Process
A self-service platform with built in workflows and guidance end-to-end, including a built-in narrative tuner.
Unified Data
Removing manual processes and data silos. Share cost data by Xero integration, direct entry, or CSV import.
Greater Insights
Benchmark claim data against past claims and against peers. Mitigate the risk of over or undervaluing your claim.
Greater Collaboration
Unlimited tiered user access for cross-departmental collaboration for cost collection and review.
Secure & Private
Role based user access, multi-factor authentication, A+ Qualys SSL Labs certification and CREST approved.
One Seamless Experience with Platform + Service
Our streamlined approach from application to refund, on average, will take 8 hours, which is typically 150% faster than working with traditional advisors.
Step 1: Discovery Call
During a 30-minute call, your dedicated claims manager will walk you through the whole process and make sure it’s clear how to identify projects and what you can and can’t claim.
Step 2: Collation of Costs
Once you have collated all the relevant costs, these can be submitted onto the platform via API or CSV upload.
Step 3: Technical Narrative
Our platform will ask 4 open-ended questions to help formulate an outline for a technical narrative, which will be refined by our technical writers to ensure compliance with HMRC.
Step 4: Review
Our specialist team will carefully review iteratively each draft section submitted to ensure it’s correct, compliant, and optimised, with feedback given within 48hrs. Your dedicated claims manager can also discuss benchmarks to ensure claim cost optimisation. Before submission final applications are rigorously checked by our team of Ex-HMRC specialists.
Step 5: Submission
The platform will generate a report once you are ready to submit. Either you or our team can submit the final claim to HMRC via the Government Gateway.
Step 6: HMRC Follow-up
Our team will chase HMRC for updates on claim progress and provide enquiry support if needed. Our enquiry rate is 2.2% with only a 0.4% adjustment!
Step 7: Tax Credit Received
HMRC will usually pay out within 6 weeks from claim submission.
One Seamless Experience with Platform + Service
Our streamlined approach from application to refund, on average, will take 8 hours, which is typically 150% faster than working with traditional advisors.
Step 1: Discovery Call
During a 30-minute call, your dedicated claims manager will walk you through the whole process and make sure it’s clear how to identify projects and what you can and can’t claim.
Step 2: Collation of Costs
Once you have collated all the relevant costs, these can be submitted onto the platform via API or CSV upload.
Step 3: Technical Narrative
Our platform will ask 6 open-ended and 7 multiple-choice questions to help formulate an outline for a technical narrative, which will be refined by our technical writers to ensure compliance with HMRC.
Step 4: Review
Our specialist team will carefully review iteratively each draft section submitted to ensure it’s correct, compliant, and optimised, with feedback given within 48hrs. Your dedicated claims manager can also discuss benchmarks to ensure claim cost optimisation. Before submission final applications are rigorously checked by our team of Ex-HMRC specialists.
Step 5: Submission
The platform will generate a report once you are ready to submit. Either you or our team can submit the final claim to HMRC via the Government Gateway.
Step 6: HMRC Follow-up
Our team will chase HMRC for updates on claim progress and provide enquiry support if needed. Our enquiry rate is 2.2% with only a 0.4% adjustment!
Step 7: Tax Credit Received
HMRC will usually pay out within 6 weeks from claim submission.
