Pricing plan options

On our Core pricing plan, the report fee download is calculated as 2% of the qualifying eligible expenditure. We cap the cost of a report at £625, so you’ll never pay more than that (regardless of how large a claim is), but you could pay less. E.g. If your claim has £10k of eligible R&D spend, you’ll pay £200 + VAT for the report.

Absolutely. Start your trial with Core and we’ll review your usage with you to see if SmartSave could save you money.

Core is our pay-as-you-download option, ideal for firms with low or unpredictable claim volumes. You pay a monthly subscription plus a capped fee per report. SmartSave is a fixed-price option for firms with predictable claim volumes, letting you spread costs evenly across the year and access discounted pricing.

No. Both plans include full access to our software and Advice Line support, with no limits to the number of clients or claims you can add to the app. You’ll only pay for completed reports (Core) or your fixed monthly fee (SmartSave). Claim reviews an optional service and are charged separately.

You’ll pay 2% of the report’s eligible R&D expenditure, capped at £625 + VAT. So a £10,000 claim would cost £200 + VAT, and a £40,000 claim would cost £625 + VAT.

Our subscription fee gives you full access to WhisperClaims software, our customer only WhatsApp group, unlimited claims and clients, and our expert Advice Line support. You only pay for reports you complete and download.

Yes. Core is perfect for firms just starting out with R&D tax or submitting a small number of claims annually.

On our Core pricing, you’ll potentially pay a lower fee for the report download. For example, a report based on £10,000 of eligible spend will cost £200 + VAT. A report based on £15,000 of eligible spend will cost £300 + VAT etc (2%)

We base it on your forecasted annual volume of claims. For example, 5 claims/year is £229 + VAT per month, 10 claims/year is £399 + VAT per month, and 20 claims/year is £709 + VAT per month. More claims = bigger savings.

We’ll monitor this over your term and alert you when your limit is nearly breached, so we can discuss the best way forward with you. You can either fall back to Core or we can re-negotiate your monthly fee to move you to a higher SmartSave tier. It’s flexible and we’ll make sure it’s cost-effective.

That’s right – the fixed monthly fee bundles together your annual report downloads and sub fee.

If your claim numbers vary year to year, the Core model may be more suitable. But it really depends on how many claims you are handling. SmartSave works best when you have a steady, predictable claim volume. We’re always happy to discuss!

Yes – we’ll work with you to adjust your plan if your business needs change. Just speak to our team and we’ll guide you through the process.