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Development of an Optimized R&D Tax Credit Platform for Enhanced Client Experience

snotor pro

Financial services

Business services

Challenges in R&D Tax Credit Process

Businesses struggle with complex, time-consuming R&D tax credit claims processes, leading to missed opportunities and administrative burdens. Kapitalise requires a competitive edge through a streamlined, expert-driven digital solution.

About the Client

A London-based fintech consulting firm specializing in R&D tax credit solutions for businesses.

Key Project Goals

Create a seamless digital platform for R&D tax credit claims
Reduce client administrative workload by 70%
Differentiate from competitors through automation and expert integration
Ensure scalability for future growth

Core System Requirements

Secure data upload and management system
Automated .xlsx file generation for tax submissions
Custom CSS templating for branded reporting
Xero accounting software integration
Qualifying activity assessment framework (direct/indirect costs)

Technology Stack

React

Angular

Ruby on Rails

Monolithic architecture

System Integrations

Xero API integration
Cloud storage for document management

Non-Functional Requirements

High-performance data processing capabilities
Scalable architecture for future expansion
Enterprise-grade security for financial data
Cross-browser compatibility

Expected Business Impact

Deliver a 50% faster claims process with reduced errors, improved client satisfaction through intuitive interface, and establish market leadership position in fintech R&D tax credit solutions while maintaining codebase maintainability.