Use this template to structure your portfolio review to find new R&D tax relief clients.
Lots of accountants have clients in their portfolio who could be claiming R&D tax relief. Some don’t know about it, some are muddling through on their own, and some are working with R&D Consultants, of varying levels of quality.
When you run a review of your own portfolio, you can easily identify clients who are at risk and who may be open to your support.
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