Accountant Review & Lodge Workflow
A shared workspace where your accountant stays in control.
Track each claim through your pipeline, from discovered to lodged.
The problem
Handoff to your accountant usually happens over email and version-mangled spreadsheets. Nobody can see the current state, comments get lost, and it is never clear what is still waiting on whom before lodgement.
What changes with GrantsMAX
A review-and-lodge workflow means one shared workspace, not an email thread. GrantsMAX prepares the pack and the business and accountant work it together: the accountant reviews, refines, and lodges while staying in control, the business owns the claim, and every step from Draft to Review to Lodged is visible to both, with nothing slipping through the cracks.
One workspace, your whole claim
Every prepared pack becomes a claim the business and accountant work together. The workflow is always an honest picture of where each claim stands.
The accountant lodges, you own it
GrantsMAX prepares and the accountant reviews and lodges while staying in control, so the business owns the claim, supported by the evidence trail.
One shared workspace
The business and accountant work the prepared pack together, with the current state visible to both.
- Draft, Review, and Lodged stages
- Comments and changes in one place
- Every pack carries its evidence and source links
Your accountant stays in control
GrantsMAX prepares, your registered tax agent reviews and lodges. The accountant is never replaced.
- Accountant reviews, refines, and lodges
- In the loop at every step, never bypassed
- The business owns the claim throughout
See every claim
Track each claim through the workflow so it is always clear what is ready and what is waiting on whom.
- Draft-to-review-to-lodged status
- Spot where a claim stalls and clear it
- One view across every claim in flight
Works with the accounting and document tools you already use
How review & lodge workflow works
- 1
Pack lands in Draft
GrantsMAX prepares the evidence-backed pack and drops it into the shared workspace.
- 2
Accountant reviews
Your registered tax agent reviews and refines the pack, in control at every step.
- 3
Refine together
Comments and changes happen in one workspace, visible to the business and the accountant.
- 4
Accountant lodges
Your accountant lodges the claim. The business owns it, supported by the evidence trail.
See it in context
The lost email thread
Before
The pack bounces between you and your accountant over email, and nobody is sure which version is current.
With GrantsMAX
Everything lives in one shared workspace. The current state and the next step are always clear to both of you.
Who has the ball?
Before
A claim stalls because it is unclear whether it is waiting on you or your accountant.
With GrantsMAX
The board shows each claim in Draft, Review, or Lodged, so it is always clear what is waiting on whom.
What you can do with it
Shared review workspace
A single workspace where the business and accountant work the pack together.
Accountant in control
Your registered tax agent reviews, refines, and lodges. The business owns the claim.
Claim status tracking
See every claim move from Draft to Review to Lodged at a glance.
In control
your accountant reviews and lodges
Every claim in one shared workspace, your accountant in control, the business owning the claim.
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.
Annual Refresh & Accountant Channel
A claim that comes back every year, run through your firm.
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.