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Manage R&D Tax Credits
for Current Year

Both plans help you:

  • capture project details

    • while they are fresh in mind

    • while all contributors are still together

  • highlight gaps in the record while they are easy to fix

  • store contemporaneous notes to evidence R&D work

  • utilise these notes at Year End to generate an R&D Tax Credit claim

Choose your Plan

  • Centralised R&D Tracking

    900£
    Valid for one year
    • Update, add or delete individual statements made to the AI
    • Update, add or delete costings of R&D activities
    • No limit to the number of R&D projects that can be tracked
    • Every amendments date stamped, creating a progress log book
    • Search past submissions to confirm consistency
    • AI evaluates each amendment against HMRC requirements
  • Best Value

    Collaborative R&D Tracking

    1,200£
    Valid for one year
    • Everything in Centralised R&D Tracking, plus:
    • Supports multiple users with different permissions
    • Every amendment flagged with the user who made it
    • Set up reminder emails to ensure notes are records
    • Set up workflows to ensure updates are reviewed
    • Quarterly reviews by Claridian to check project progress
    • Optional quarterly Zoom call to discuss projects in process
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