How It Works
From a 2-Minute Check
to a Final Tax Saving.
Our end-to-end process is designed to be simple for you and powerful for your clients. Here's how we work together to uncover unclaimed allowances.
The full process
A transparent process
that puts you first.
You Check Eligibility
Use our free, anonymous calculator. Input a few basic property and expenditure details for your client. No specialist knowledge or client data is needed at this stage. Instantly see an estimate of the potential tax savings available.
You Engage Your Client
Armed with a specific potential saving, you have a concrete reason to talk to your client. Share the downloadable PDF summary report. The decision to proceed is entirely theirs — if they say no, nothing happens and no one is any the wiser.
You Introduce Our Team
If your client is interested, you make a simple introduction to the Capex Check specialist team. From this point, we guide the client through the process — but you are kept in the loop on all communications throughout.
We Handle the Specialist Work
Our team of chartered surveyors and tax experts takes over the technical work. This includes a detailed site survey, asset valuation, and cross-referencing with the fixed asset register. We do the work you don't have the time or specialist tools for.
We Deliver the Report for You to File
We produce a comprehensive, HMRC-compliant capital allowance report and send it directly to you and your client. You use the figures to amend a previous tax return or file the next one — delivering the tax saving and getting the credit.
Responsibilities
Your role vs. our role.
We've designed the process so that your effort is minimal and your reward is maximum. Here's exactly who does what.
Your Role
The Accountant
- Use the 2-minute eligibility checker
- Present the opportunity to your client
- Make the introduction to our team
- Review the final HMRC-compliant report
- File the tax return & deliver the savings
Our Role
The Specialist Team
- Guide the client post-introduction
- Conduct the detailed site survey
- Value all qualifying assets
- Prepare the HMRC-compliant report
- Handle any follow-up questions from HMRC
Your control
You are always
in control.
We understand that your client relationships are your most valuable asset. Our entire process is built around protecting and enhancing them — never undermining them.
Your clients remain your clients. Always.
We never contact your clients directly without your knowledge. Every communication goes through you first.
You are copied on all client communications.
Full transparency at every stage. You always know exactly what has been said and what the next step is.
We act as an extension of your firm.
We provide specialist support under your banner, strengthening your reputation as a proactive, full-service adviser.
Our success is tied to yours.
We only earn when your client successfully claims. There is no fee unless we deliver a result — for you and for them.
Ready to start?
Ready to see
how easy it is?
See Capex Check in action with a free 15-minute demo. No obligation, no preparation needed.
Free to use · No client details required · Instant results