GrantsMAX for bookkeepers
Add funding to what you already see.
You are closest to the client data, so you are best placed to spot funding they may be eligible for. GrantsMAX turns that view into prepared packs you can pass to the registered tax agent to review and lodge.
Closest to the data, no way to act
As a bookkeeper, you are in the client data every day, so you are first to notice spend that may be eligible for funding. But spotting it is not the same as acting on it, and those opportunities slip through the cracks with no clear path to do anything about them.
A view turned into a prepared pack
Working from the books you already maintain, GrantsMAX flags what the client may be eligible for and prepares an evidence-backed pack. You move from noticing eligible activity to handing over something a registered tax agent can actually use.
Hand off without losing the client
The registered tax agent reviews and lodges, keeping the lodgement with the right professional. A clear handoff and revenue share keep you central to the client, never sidelined.
The challenge
Seeing eligible spend but no way to act on it
Funding opportunities falling through the cracks
No path to refer without losing the client relationship
How GrantsMAX helps
Spot eligible activity early
Working from data you already maintain, GrantsMAX flags what the client may be eligible for.
Hand off a prepared pack
Evidence-backed packs the registered tax agent can review and lodge.
Keep the relationship
Revenue share and a clear handoff keep you central to the client, never sidelined.
Read-only
from the books you already maintain
Funding spotted from the books you keep, prepared into packs the tax agent lodges.
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.