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Our portal gives you the flexibility to upload any existing documentation containing relevant data so you can easily provide all the raw data without having to fill in spreadsheets or go through complicated setup processes for external APIs to Quickbooks or XERO.
Data from financial documents is extracted and processed by our automated data processing engine to allow our consultants to quickly assess large amounts of documents, saving time while ensuring that all eligible expenditure is identified, no matter the complexity of your claim.
Financial checks which HMRC uses to assess the accuracy of the financial data are carried out automatically once your analysis is complete. This minimises the chances of an enquiry into your R&D claim.
Complete company profile and upload all company financial and taxation documentation.
Book a call with your consultant to understand which projects can be claimed and which documents and information you need to upload.
Upload company expenditure reports i.e. Payroll and book a call with your consultant to finalise the R&D project costs.
Your consultant will upload the final technical project Information and R&D financial analysis for you to review and add comments for any changes.
Review all finalised submission documents and post R&D tax documents before automatically sending everything to your accountant.
Sign up and receive a free estimate of your claim.
Our new platform allows you to have full visibility of active, future and completed claims.
Upload documents and collaborate with ease and security on our platform.
Our new platform allows secure and simple submission of your claim once all deliverables are completed.
