R&D Support: Portfolio Screening Service

Ask an R&D expert to review your clients for potential claims

This is one of the Claim Support services available to members of The R&D Community

If you’re an accountant, a portfolio review can help you figure out which clients you should approach first.

We split your portfolio into three groups: Probably Eligible, Possibly Eligible, and Unlikely to be Eligible. This is based on the company’s sector, website, and any other information you provide.

We can assess as many clients as you need. As an example of the time required, we can review and classify 6-8 companies per hour.

How much does it cost?

The cost will vary depending on the number of clients in your portfolio.

The Claim Support service is charged at £195+VAT per hour. You have to be a member to access the service, and membership starts at £150+VAT per month.

How to access the service

If you’re already a member of The R&D Community, you can contact Richard via the Helpline and we can give you a quote for your portfolio.

If you are not yet a member, you can see more details about pricing and what’s included.

View pricing and other details