WhisperClaims
WhisperClaims is a UK-based cloud SaaS platform that provides R&D tax credit claim preparation software and advisory support to accountancy firms and tax advisers, with a compliance-first workflow covering HMRC's merged RDEC and ERIS schemes.
- Company typePrivate
- Founded2017
- HeadquartersEdinburgh, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WhisperClaims does
WhisperClaims, operated by Wobbegong Technology Ltd (a private limited company incorporated in England in 2017), is a cloud-based SaaS platform that provides R&D tax credit claim preparation software to UK accountancy firms and tax advisers. The platform is built around a compliance-first framework that structures eligibility, cost, and evidence gathering in line with HMRC's merged RDEC, ERIS, and Northern Ireland ERIS schemes, with an Additional Information Form (AIF) workflow and an Opinion Service for pre-claim viability testing. Core features include in-app client collaboration, automated risk reviews, an optional expert claim review, and unlimited Advice Line access to internal R&D tax specialists. A 2025 partnership with SmartClaim introduced an optional '+AI' add-on that assists users in strengthening project narratives.
The company employs 11-50 staff across registered offices in Northwich and Edinburgh, and operates on a sales-led go-to-market targeting UK SMB and mid-market accountancy practices. Pricing follows a dual-tier subscription model: the Core plan charges £100/month plus a per-claim fee of 2% of eligible expenditure (capped at £625 + VAT), while the SmartSave plan offers fixed monthly payments bundled with annual report downloads for firms with predictable claim volumes (e.g., 5 claims/year at £229/month, 20 claims/year at £709/month). An optional Expert Claim Review service is available at £250 per claim. Distribution is direct via the website (demo booking, 30-day free trial, self-serve app login) supplemented by content marketing (eBooks, webinars, monthly newsletter) and accountancy-industry event presence.
WhisperClaims reports cumulative platform outcomes of 4,550+ claims delivered, £700 million+ in eligible expenditure processed, and £175 million~ in tax benefit delivered to clients. The company is founder-led, with no disclosed external funding, and has achieved category recognition including AccountingWeb's 'Best Non-Accounting Cloud or Banking App' (2020) and a Tolley's Best Tax Technology Product shortlisting (2026) for its NI ERIS module.
WhisperClaims firmographics
Firmographics- Name
- WhisperClaims
- Legal name
- Wobbegong Technology Ltd
- Website
- https://whisperclaims.co.uk
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WhisperClaims is a UK-based cloud SaaS platform that provides R&D tax credit claim preparation software and advisory support to accountancy firms and tax advisers, with a compliance-first workflow covering HMRC's merged RDEC and ERIS schemes.
- Ownership category
- akta.pro rank
Where WhisperClaims is headquartered
LocationHeadquarters
- HQ city
- Edinburgh
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
WhisperClaims business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Subscription (Core Plan): Monthly subscription of £100 + VAT plus per-claim fees calculated as 2% of eligible expenditure, capped at £625 + VAT per report. Provides full access to software, Advice Line support, and unlimited clients/claims.
- Fixed Monthly Pricing (SmartSave Plan): No monthly subscription fee; fixed monthly payments based on predicted claim volume. Cost bundled with annual report downloads at discounted rates compared to Core pricing. Example: 5 claims/year = £229 + VAT/month.
- Expert Claim Review: Optional add-on service at £250 + VAT per claim for additional expert review of completed claims before submission.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Core (Essential) - Pay-as-you-download for low volume firms |
| Subscription | Monthly | SmartSave - Fixed monthly pricing for known volumes |
| Other | Pay-as-you-go | Expert Claim Review (Optional Add-on) |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
WhisperClaims product offering
Product offeringCore offering
WhisperClaims provides a cloud-based SaaS platform that gives UK accountancy firms and tax advisers a structured, compliance-first framework for preparing R&D tax credit claims on behalf of their clients. The platform guides users through eligibility, eligible cost capture, evidence gathering, the HMRC Additional Information Form and report generation, supported by an unlimited Advice Line and optional +AI narrative assistance. Pricing combines monthly subscriptions with per-claim or fixed-volume options, plus an optional Expert Claim Review add-on.
Product overview
WhisperClaims is a cloud-based R&D tax credit software platform that provides a unified system for accountants and advisers to prepare compliant R&D tax relief claims. The core platform includes unlimited users and clients, with optional +AI functionality for narrative enhancement. Two pricing tiers are available: Core (Essential) for low-volume firms and SmartSave for predictable volumes. Additional services include Expert Claim Review, Advice Line support, eBooks & Guides, and Webinars & Training. The platform is built around compliance with HMRC regulations and supports the merged RDEC and ERIS schemes.
Differentiator
Problem solved
Functional benefit
Products and services
- WhisperClaims Platform Cloud-based SaaS platform that provides a structured, compliance-first framework for UK accountancy firms and tax advisers to prepare R&D tax credit claims on behalf of their clients, including eligibility assessment, cost capture, evidence gathering, the HMRC Additional Information Form and report generation.
- +AI Functionality Optional add-on AI capability that helps advisers strengthen the written project narratives within their R&D tax claims, while preserving the platform's compliance-first approach.
- Expert Claim Review
Quantifiable outcome
- 4,550+ R&D tax claims successfully delivered through the platform
- +2 more outcomes
Companies that use WhisperClaims
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles2 records
WhisperClaims technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature7 records
WhisperClaims partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SmartClaimcoreStrategic partnership to integrate SmartClaim's AI capabilities into WhisperClaims platform, launching '+AI' functionality to help strengthen project narratives for R&D tax claims. This partnership adds AI-assisted narrative generation to the compliance-first platform.
Scale indicators3 records
Recent moves5 records
Expansion highlights6 records
WhisperClaims competitors and assessment
Company assessmentBroad incumbents
- Sage Group: UK-headquartered accounting and payroll SaaS provider with a broad tax/accountancy ecosystem used by many of WhisperClaims' target SME accountancy firms. Comparable as the dominant incumbent accountancy platform that could expand into R&D-relief tooling.
- Xero: Cloud accounting platform widely used by UK accountants and SMEs (Xero's UK community is core to its proposition). Comparable broader SaaS accountancy ecosystem that could add or partner for specialist R&D modules.
- Intuit (QuickBooks): Global small-business accounting and tax platform (QuickBooks) widely used by UK accountants and SMEs. Comparable broader incumbent that could partner or build R&D tax credit capabilities adjacent to WhisperClaims.
- Wolters Kluwer Tax & Accounting: Global provider of tax and accounting compliance software (CCH, ProSystem fx). Comparable as a broader incumbent that could integrate specialist R&D tax credit workflows into its professional tax suite.
- Avalara: Tax compliance automation platform covering VAT, sales tax and related regimes with deep integrations into accounting platforms. Comparable as a broader tax-tech incumbent that could extend into R&D tax credits.
Direct peers
- ForrestBrown: UK R&D tax credit specialist with a proprietary R&D compliance platform (Realise) and advisory practice. Direct competitor to WhisperClaims in selling R&D tax claim software and support to accountants and in-house claimants in the UK.
- RandDTax: UK R&D tax credit specialist serving accountants and claimants. Competes in the same niche as WhisperClaims by helping firms prepare and submit R&D tax relief claims under HMRC rules.
- Alexander Clifford: UK R&D tax credit consultancy focused on SMEs and innovative businesses with technology-supported claim processes. Comparable to WhisperClaims in serving claimants and their accountants.
- Ayming UK: Global R&D and innovation tax incentive consultancy (with UK operations) that combines advisory services with technology tools for R&D claim preparation. Comparable to WhisperClaims in targeting accountants and claimants preparing R&D claims.
- Kene Partners: UK-based R&D tax credit advisory firm focused on SMEs and accountants, with technology-enabled claim workflows. Directly comparable vertical and customer segment to WhisperClaims.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
WhisperClaims social profiles
Digital presenceWhisperClaims financial estimates
Financial estimateRevenue estimate
Valuation estimate
WhisperClaims leadership team
Management profileNumber of profiles
Profiles4 records
WhisperClaims funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WhisperClaims M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WhisperClaims
What does WhisperClaims do?
WhisperClaims provides a cloud-based SaaS platform that gives UK accountancy firms and tax advisers a structured, compliance-first framework for preparing R&D tax credit claims on behalf of their clients. The platform guides users through eligibility, eligible cost capture, evidence gathering, the HMRC Additional Information Form and report generation, supported by an unlimited Advice Line and optional +AI narrative assistance. Pricing combines monthly subscriptions with per-claim or fixed-volume options, plus an optional Expert Claim Review add-on.
Is WhisperClaims a public or private company?
WhisperClaims is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was WhisperClaims founded?
WhisperClaims was founded in 2017. It employs 11 to 50 people.
Where is WhisperClaims based?
WhisperClaims is headquartered in Edinburgh, United Kingdom, in the Europe region.
How does WhisperClaims make money?
Three revenue lines are on record. Software Subscription (Core Plan) is the primary driver. The others are fixed Monthly Pricing (SmartSave Plan) and expert Claim Review.
Who are WhisperClaims's main competitors?
Broad incumbents on record are Sage Group, Xero, Intuit (QuickBooks), Wolters Kluwer Tax & Accounting and Avalara. Direct peers are ForrestBrown, RandDTax, Alexander Clifford, Ayming UK and Kene Partners.
Does WhisperClaims have an API?
No public API is recorded for WhisperClaims.