Development of a Streamlined Web Application for Efficient R&D Tax Credit Claims

Clients in the target industry face complex, overwhelming procedures when applying for R&D tax credits, resulting in high administrative burdens and delays. There is a need for an efficient, expert-guided digital solution to simplify claims and enhance client experience.

A mid-sized consultancy specializing in tax advisory services, aiming to optimize the R&D tax credit claim process for clients through a digital platform.

• Design and implement a web-based platform that simplifies the R&D tax credit claim process for users.
• Reduce administrative overhead for clients by automating data uploads, file generation, and claim workflows.
• Integrate with external financial management systems to streamline data synchronization.
• Enhance platform scalability and maintainability through refactoring and up-to-date technology stack.
• Achieve measurable improvements in user satisfaction and process efficiency.

• Secure data upload functionality with support for bulk and structured data formats
• Automatic creation of claim documentation in .xlsx format for processing
• Custom CSS templating for personalized report presentation
• Workflow support for capturing both direct and indirect qualifying activities across various financial types
• Seamless integration with external accounting systems such as Xero for data synchronization
• Update and upgrade core backend technologies to ensure compatibility and performance

• Financial management tools (e.g., Xero) for data import/export
• Cloud storage solutions for secure data handling

• System should support scalable user loads with future growth in mind
• Ensure high reliability and minimal downtime
• Prioritize security best practices for sensitive financial and client data
• Optimize for fast response times and efficient processing of large datasets

Implementing this platform is expected to reduce claim processing time, decrease administrative workload, and improve user satisfaction. It will enable the firm to stay competitive in the R&D tax credit consulting industry by offering a faster, more transparent, and user-friendly experience, leading to potential increased client acquisition and retention.