Success fee pricing
Pricing model
Everything else is the same on both models — only the Do It Yourself plan's fee changes.
Accountants and Advisors
Free*/Month
- ✓1 – 5 Users
- ✓Unlimited Projects
- ✓Full Training and Support
- ✓Eligibility Assessment
- ✓Exportable Reports
- ✓Time Tracking
- ✓Activity Mapping
- ✓Project Risk Assessments
- ✓Full Assistance with R&D Claim Preparation
*where Swanson Reed supplies the 3rd party review. Fees for each review will be negotiated with you and your client and calculated as our standard hourly rates and capped to a fixed fee.
DO IT YOURSELF
5%*/Year
- ✓1 – 5 Users
- ✓1 Project
- ✓Exportable Reports
- ✓Activity Mapping
- ✓Time Tracking
- ✓Review of Self-Prepared R&D Claim
*Minimum 12 month commitment. Fees calculated at 5% of your net R&D tax credit per year.
Swanson Reed Clients
Free
- ✓1 – 5 Users
- ✓Unlimited Projects
- ✓Eligibility Assessment
- ✓Exportable Reports
- ✓Activity Mapping
- ✓Time Tracking
- ✓Full Assistance with R&D Claim Preparation
