Your clients’ R&D claims. Your brand.
White-label Menlo for your practice and offer R&D tax relief as a retained service.
The challenge
The problem for accounting firms
Most accounting practices refer R&D tax relief work to specialist consultancies. That means losing the client relationship for one of their most valuable engagements, watching 15–25% of the refund disappear in success fees, and missing the chance to build a recurring, high-margin service line. Your clients deserve better — and so does your practice.
End-to-end workflow
Six workflow stages, handled
Client eligibility screening
A branded tool your clients can use directly. Instant verdict on eligibility plus an estimated refund range — before any technical work begins.
Project capture & technical narrative
Structured async interviews for the CTO and engineers. No scheduling nightmares — they answer in their own time, and the AI shapes their input into HMRC-ready narratives.
Cost attribution
A guided flow that walks your client through eligible expenditure. Flags commonly missed costs like subcontractors, cloud infrastructure, and consumables.
AIF completion
The Additional Information Form, auto-populated from captured data. No re-keying, no copy-paste errors — just review and submit.
Audit-ready claim pack
Branded, professional, defensible. Everything HMRC could ask for, packaged under your firm’s identity and ready to file.
Practice dashboard
Multi-client management in a single view. Track deadlines, assign tasks, monitor progress, and see revenue across your entire R&D book.
Choose your model
Partnership tiers
| Referral Partner | White-Label Practice Partner | |
|---|---|---|
| Target | 1–5 partners, <20 clients | 5–30 partners, 20–100 clients |
| Branding | Menlo brand | Fully firm-branded |
| Dashboard | Basic client tracker | Full practice dashboard |
| Revenue | Revenue share | Monthly licence + per-claim |
| Support | Self-serve, email | Dedicated onboarding + account manager |
Long-term value
Why this is stickier than a referral
Repeatable
R&D claims are annual. Every client who qualifies this year qualifies next year. You build a recurring revenue stream, not a one-off referral fee.
Data moat
Claim history compounds. Each year’s data makes next year’s claim faster, stronger, and harder for a competitor to replicate.
Positioning shift
Offering R&D in-house signals capability. It attracts higher-value, tech-forward clients who expect their accountant to do more than compliance.