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Winning advisory market share - leveraging tech to deliver new services

R&D tax is a great example of an advisory service that has typically been seen by many accountancy firms as a niche area, requiring specialist knowledge & with many opting to outsource. Not anymore!

Join Mike Dean of WhisperClaims & Richard Brewin of Progress Barnwell Brewin to discover why accountants across the UK are turning to software to help them deliver advisory services in-house, avoiding the need to outsource, building new revenue streams and building client satisfaction.

WhisperClaims cloud-based software is used by accountancy firms across the UK and is now processing over 1% of the entire R&D tax claims market by volume – to deliver robust, revenue-driving R&D tax services in-house.

Mike and Richard will discuss how firms are positioning themselves against incumbent suppliers, how they are building more sustainable and profitable businesses, the huge impact this is having on strengthening relationships with clients, and how this has become a powerful differentiator when it comes to attracting new business.

WhisperClaims and Wolters Kluwer first partnered in 2018. WhisperClaims is now enabling over 160 accounting firms to deliver R&D tax services under their own brand. To date, over 2,300 R&D claims have been processed using the technology, representing over £80m of tax benefits to SME’s.

Jul 11, 2022 11:00 AM in London