Annual Refresh & Accountant Channel
A claim that comes back every year, run through your firm.
Program windows and deadlines tracked so you never miss a financial year.
The problem
Recurring claims get treated as one-off projects every year, so businesses redo the prep from scratch and firms cannot scale the service across clients. The knowledge from last year’s claim is lost by the time the next one is due.
What changes with GrantsMAX
A recurring engine means last year’s claim feeds this year’s. GrantsMAX refreshes each claim annually from your latest connected data, carrying forward what it learned, and through the accountant channel, firms white-label the workflow to prepare and lodge claims across their whole client base, turning a once-a-year scramble into a repeatable service.
A claim that compounds
Because R&D and many grants recur yearly, GrantsMAX refreshes each claim from your latest data and carries last year’s work forward, so prep gets easier every year.
A channel for accountants
Firms white-label the workflow and run prepared-then-reviewed claims across their client base, turning a yearly scramble into a repeatable, revenue-sharing service.
Recurring by design
The R&D Tax Incentive and many grants repeat yearly. GrantsMAX refreshes each claim from your latest data.
- Annual refresh when the new year opens
- Last year’s claim feeds this year’s draft
- No starting from scratch every year
Built for accounting firms
Through the accountant channel, firms white-label the workflow and run it across their whole client base.
- White-label the prepared-then-reviewed workflow
- Run claims across many clients
- Accountant in control of every lodgement
Lower cost than legacy
Priced as a share of grants secured, below the success fees legacy consultants charge, with the firm in control.
- A share of grants secured, not a flat success fee
- Below the fees legacy consultants charge
- Revenue share for partner firms
Works with the accounting and document tools you already use
How annual refresh & accountant channel works
- 1
Lodge this year
Prepare and lodge the current claim through GrantsMAX with your accountant.
- 2
Refresh next year
When the next financial year opens, GrantsMAX refreshes the claim from your latest data.
- 3
Carry knowledge forward
Last year’s activities, costs, and evidence inform this year’s draft.
- 4
Scale through your firm
Accountants white-label the workflow to run claims across their client base.
See it in context
Starting from scratch again
Before
Every financial year you redo the entire R&D prep as if last year never happened.
With GrantsMAX
GrantsMAX refreshes the claim from your latest data and carries last year’s work forward.
A firm that cannot scale
Before
An accounting firm wants to offer R&D claims but cannot do the prep across every client by hand.
With GrantsMAX
The firm white-labels GrantsMAX and runs the prepared-then-reviewed workflow across its whole client base.
What you can do with it
Annual claim refresh
Each recurring claim refreshed from your latest data when the new financial year opens.
Knowledge carried forward
Last year’s activities, costs, and evidence inform this year’s draft.
White-label accountant channel
Firms run the prepared-then-reviewed workflow across their client base under their own brand.
Every year
recurring claims refreshed from your data
A claim that refreshes every year and a workflow firms can white-label across every client.
Explore more of GrantsMAX
Application Pack Drafting
From your accounting data to a submission-ready pack.
Grant & R&D Discovery
The funding your business may be eligible for, found for you.
Secure Connectors
Connect your stack once, read-only, via MCP.
Audit-Ready Evidence
Every figure traces back to a source document.
Eligibility Assessment
Know what you may be eligible for, and where the risk is.
Review & Lodge Workflow
A shared workspace where your accountant stays in control.
Connect your data. Discover what you may be owed.
Join the waitlist, or book a walkthrough to see how GrantsMAX prepares grant and R&D tax claims your accountant reviews and lodges.