We have released a major update to our platform to support the new Merged RDEC Scheme – offering accountants and advisers a truly compliant, end-to-end solution for claim preparation under the most significant legislative change in years.
While the 2024 introduction of the merged RDEC scheme was positioned as a simplification, the reality has been anything but – with an increase in complexity, multiple claim pathways and evolving compliance requirements, the demand for greater precision and accountability from those advising on R&D tax has never been higher.
At the heart of our unique, embedded compliance engine that dynamically adapts to each claim.
Based on qualifying questions and the financial period entered, it automatically applies the correct scheme logic and guides users through a tailored workflow, ensuring nothing is missed, and unnecessary information is never requested.
“We’ve re-engineered our platform from the ground up to meet the demands of the merged RDEC scheme,” said Jen Badger, our Managing Director. “This isn’t a tweak, but a fundamental shift in how we help our users to manage complexity, reduce risk, and maintain quality for every claim they prepare.”
The update builds on our existing strengths, which include smart prompts, risk mitigation features, and dynamic feedback; all now further evolved to apply even greater rigour and discipline throughout the claims process.
These enhancements ensure users remain fully informed at every step, are alerted when specific attention is needed, and cannot progress without supplying the required information, helping advisers avoid errors, flag ineligible claims early, and protect their reputation.
Our platform prioritises due diligence. It leads users through every step, from initial thinking and data collation to eligibility checks, ensuring that by the time project descriptions are written, the groundwork is complete, and every metaphorical check box has been ticked.
The result? A standardised, thoughtful approach that encourages scrutiny, enhances client communication, and brings consistency and trust to the R&D tax claims process.
“It’s not just about making claims possible,” added Jen. “It’s about making them robust, transparent, and defensible – all within an efficient, user-led experience.”
Since 2018, we have supported the preparation of over 4,000 R&D tax claims worth more than £160 million in tax relief for UK businesses.
This latest release underscores the company’s commitment to leading the way in compliant, scalable R&D tax solutions for advisers — now and into the future.
To explore how we can help you deliver better outcomes under the merged RDEC scheme, book a demo today!
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