Whatever your question about WhisperClaims, you’re likely to find an answer below. If you can’t find what you’re looking for, please get in touch!
You are free to charge your client whatever and however you like, while our charges are low and fixed, irrespective of claim size. This gives you an easy way to increase or protect your margins, and you don’t pay more as the client’s claim size rises. Utilising our platform, you’re able to process more reports in far less time, safe in the knowledge that your costs are known. You have the ability, right at your fingertips, to generate more revenue at higher margins from delivering R&D tax claims to your clients.
Yes, absolutely. Our report is designed to give HMRC comfort that the claim has been prepared according to their rules, while minimising the time required from the claimant. Reports are concise, factual and comprehensive – they cover group status, corporate structure (both shares and shares held), SME status, commercial and technical goals, technical challenges, competent professionals, subcontracting arrangements, supporting records, grants (including State Aid) and a full treatment of costs that takes grants and subcontracting arrangements into account. And if that’s not enough, you can add your own project narratives, or even download an editable Word version so that you can make it your own.
Nope. It was difficult to achieve, but we put a lot of effort into our algorithms to ensure that reports are written in fluent, natural english. Despite being generated in the blink of an eye, we like to think that they are indistinguishable from those produced by a knowledgeable R&D consultant. Actually, in some ways we’d argue they’re more consistent – a consultant is only human, with good days and bad, whereas WhisperClaims extracts the right information every single time. This leads to a better report and a more accurate claim.
Yes. The platform was initially conceived and designed for smaller claims, on the basis that these were not cost effective for advisors to prepare. However, our customers soon proved that it’s capable of calculating eligible costs and producing a report for any size of claim – the largest so far had more than £6 million of eligible expenditure!
Larger claims do tend to be more complex, and these clients may benefit from an augmented service provided by you. Again, if you wish to add detail to a more complex claim and be seen to be adding value, you can add optional project narratives or download the report in a fully editable Word format.
Yes, absolutely. Once your client has finished entering their information, you’ll be able to check that the figures they’ve entered are accurate. Once you’re happy with their answers, you can download the report. This contains a technical narrative describing the work and a detailed breakdown of the eligible costs and the total eligible expenditure for each scheme.
No, not unless they want to. Although the system does ask about supporting documentation, there’s no need to prepare or submit any of that alongside the report. These questions simply allow your clients to demonstrate to HMRC that they can evidence their R&D if required. This also highlights to your clients the kinds of supporting documentation that would be useful if HMRC were to question their claim.
While we can offer support to claimant companies, most accountants and consultants prefer to be the ones helping their clients. The usual model is that we support you, our customer, so that you’re then able to help your clients complete their claims.
We do not offer advice on how a user should answer the questions based on their particular circumstances, or on the eligibility of costs or projects. This advice should come from you, and allows you to demonstrate your knowledge and capability to your clients (and gives you the opportunity to charge for doing so!).
HMRC asking questions is a natural part of the claim cycle and not something to be afraid of – typically they just want to understand what your client has been doing so they can be comfortable in awarding the relief. Should HMRC have questions about the claim, helping them get comfortable with it will either fall to you, or to your client, depending on the nature of your contractual relationship. We have no insight into your client’s situation or the accuracy of the information they enter, so we cannot take responsibility for defending claims to HMRC.
Claims are charged at a flat fee per report, irrespective of the size of the claim. Our fee is paid before downloading the report. You’ll also pay an licence fee based on how many users you want to have access to the system. Please contact us for details of our latest pricing.
Once you’ve reviewed and approved the figures that your client has entered, we’ll let you know the approximate size of the claim via your claim management dashboard. At this point you can choose to download the report, or if the claim’s below a certain value, simply archive it. For those you wish to download, you pay a fixed, flat fee. There’s no charge for the ones you don’t wish to take further.
Of course. We produce our reports in either fixed PDF or editable Word formats; if you choose the latter then you are able to edit the report into your own format and add content as you see fit. We often see customers adding content to make sure that their clients’ more complex projects are fully covered, but this is not necessary for most claims.
Depending on the options your client selected, our reports will typically be around 5-6 pages. If you need or want to add more detail, you can add example project narratives or simply download the Word version of the report and add to the content as you see fit. Let WhisperClaims do the heavy lifting for you, and you can focus on adding value to your clients.