Whatever industry or sector, Source Advisors can identify eligible innovations that qualify for both R&D and Patent Box tax relief. Source Advisors is always on top of the latest changes in legislation. You can rely on our expertise, leaving you to focus on your main business.

Whether you are an accountancy partner or client, you have access to the Source Advisors portal. This gives you access to real-time information to help track the progress of your current R&D tax relief claims.

With our portal, you can:

• See where you, or your clients, are in the process, what the next task is, and who is responsible. We also show you the history of each year where we have data so you’re never in the dark.
• Share sensitive information with us securely with a simple upload function which avoids the need to email salary or other confidential data.
• Keep your contract and invoice information in one place, so your Source Advisor documentation is always at hand.