R&D Tax Credits Software for Accountancy Practices
Software + Expert Advice
Tax Cloud with the support of experienced R&D tax specialists helps you prepare accurate and compliant R&D tax credit claims on behalf of your clients.
* +VAT see pricing below for more information.
Software + Expert Advice = Compliance
Our Step-by-Step Claim Process
Discovery Session (free of charge)
Our team will discuss your client's project and assess eligibility for R&D tax credits. We'll also provide a detailed demonstration of our platform, to you and your client.
Your client will enter details of their R&D projects. Our technical experts will review, discuss and approve qualifying projects.
Our costing specialists will ensure that all qualifying expenditure is claimed. Staff and supplier costs can be taken directly from Xero or entered manually. Costs are allocated to projects based on client data or by using our built in time sheet system.
Create a robust technical description using our step-by-step process. Our expert technical writers will review all information to ensure compliance and provide personalised advice where needed.
Our Specialist R&D Tax Team will carry out a detailed and thorough final review of the claim before approving the report.
Once approved, your detailed Claim Report and Costing Schedule are available for download.
Empowering you and your clients
Get everything you need in one place - easy-to-use software, simple learning guides, and a helping hand - to make R&D tax claims a breeze for your customers.
Tax Cloud Reviews
Tax Cloud works well with my clients, it’s a timely and cost-efficient tool for quickly submitting R&D tax credit claims. I've found the team to be very knowledgeable and supportive with all my client’s claims.
End 2 End Accountancy Ltd
Extremely pleased as Accountants using Tax Cloud - The support team especially Rabia from the team is amazing! Super patient in helping and guiding us - Amazing Team - Recommend all users to use Tax Cloud.
Tax Cloud has been a great addition to our claims process for our clients. The staff are very polite and professional, and the service as a whole is great value for money.
Yates & Co
Affordable pricing for your practice
|All-inclusive monthly serviceUnlimited users, extensive software support, access to R&D experts||£75/month + VAT. Min. 1 Year|
|Downloadable claim report Includes up to three R&D technical project write-ups||£1,499 / report + VAT|
|Additional R&D technical project write up||£250 per R&D Project|
|Handling of HMRC forms and enquiries||Included|
|Optional Amended Company Tax Return||£500 + VAT|
Frequently asked questions
Yes, Tax Cloud can be used for both SME and Large (RDEC) R&D tax claims. Our specialist in-house R&D tax experts will work with your tax team to ensure the Corporation Tax Return is completed correctly.
Tax Cloud, with guidance and support from our technologists and R&D tax experts, will guide you and your client through every aspect of the claim process. Once the claim is approved by our experts, a robust claim report, including a detailed technical report and costing schedule, is available for download.
Our step by step platform guides you through the entire claim process, the output of which is a robust R&D tax credits claim report, including a detailed technical report and costing summary.
Yes, we are constantly developing Tax Cloud to adapt to any changes in the scheme to ensure your client’s claims remain robust, optimised, and compliant.
Tax Cloud R&D experts will handle all HMRC compliance checks, and this service is included at no additional fee.
At Tax Cloud, we prioritise the security and protection of our clients' sensitive data in full compliance with UK data protection laws. We have implemented robust security measures to ensure the confidentiality, integrity, and availability of the data entrusted to us. Here are some key security measures we have in place:
Encryption at Rest: All client data is encrypted when it is not actively being used. This means that even if the data is stored, it remains encrypted, providing an additional layer of protection.
Transport Layer Security (TLS): When client data is in transit, we utilise industry-accredited TLS 1.2+ security protocols. This ensures that data transmitted between our systems and clients' devices is encrypted and secure.
Redundancy and Backup: We employ various redundancy and backup storage tools, all of which are backed by Microsoft's service level agreements (SLAs).
Azure SQL Firewalls and Rules: Our virtualised SQL databases utilise Azure SQL firewalls and rules, providing an additional layer of protection against unauthorised access.
For further insights into the security practices and standards followed by Microsoft, we recommend reviewing the following documents:
We are committed to maintaining the highest standards of data security to safeguard our clients' information. If you have any specific concerns or further questions regarding our security measures, please don't hesitate to contact our dedicated support team via the contact form below.
Tax Cloud integrates with Xero, which allows you to bring payroll and supplier costs into the system in just a few clicks.
We have a dedicated customer support team, who can be contacted via phone, email or our live chat. Each claim is allocated a Technical Consultant as well as a Cost & Tax Associate, who will review every aspect of your claim, providing advice and guidance to ensure your client’s claim is compliant, robust and optimised.
We provide detailed training on our platform as part of the onboarding process. There is also extensive help available through every stage, including page overviews, contextual help and video tutorials. In addition, you can contact the team directly via the live chat facility, telephone or email if you require additional assistance.
From review with our partners, it typically takes 4-6 hours to enter all the required information into Tax Cloud.
Absolutely, you can add an unlimited number of users to your account and set which company they have access to. You can also limit access to just the technical sections so they have no visibility of payroll data or costs.
We do not provide a free trial. However, we are happy to provide detailed 1-2-1 demonstrations of our platform. Please click here to book a free demo.
To sign up, simply fill in the form on this page or click here to book a demo.
The Tax Cloud platform enables you to offer an R&D tax relief service. You will have direct access to the Tax Cloud team, which consists of leading technical, tax and costing experts. Ultimately Tax Cloud is designed to help you attract new clients, grow your practice and boost revenue.
You don’t need to know, as our technologists will either undertake a discovery session with your client or they can simply provide high-level project information directly onto the platform for our experts to review. The key is that the company must be undertaking development activities that seek to achieve an advancement in technology. The project must contain a level of technical uncertainty for a competent professional, so if your client has been through some ‘head-scratching’ moments to find a solution, that’s a good indication that they qualify for R&D tax relief. If you’re unsure, simply call us or ask your client to add the top-level project information to Tax Cloud. As a Tax Cloud partner, we are here to provide expert advice and guidance at no additional cost.
Sure, simply fill out our contact form and we’ll be in touch to discuss your specific requirements.
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