A range of firms (including surveyors, accountants and tax advisers) use the platform to plan, estimate and prepare white labelled capital allowances reports themselves. Training and light touch support is provided as needed. If you would like to learn more, please do not hesitate to contact us to arrange a demo.
A short demonstration on how the platform works from initial dashboard entry to project creation and report generation*.
Creating a Project Template
A closer look at the entitlement criteria and checks for creating a tailored project tax template.
A closer look at the actual project tax templates and steps for completion.*
* Please note that delegation is not available on the standard package and the review function has been replaced with automated report generation