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The R&D Tax Advisor's Guide to Smarter Prospecting

As an R&D tax advisor, your time is your most valuable asset. You're not just filing claims; you're unlocking critical funding that fuels innovation in the UK.

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But how much of your day is spent explaining the scheme to companies that don't qualify, or discovering a prospect has already filed with a competitor? You know the right questions to ask, because they're the same ones that separate a seven-figure claim from a dead-end lead.

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We've listened. This page is dedicated to answering the critical sales and prospecting questions R&D Tax advisors face every day.

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We do this through our Magic Insights – a proprietary set of AI-powered data points designed specifically for the tax advisory sector.

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These insights go beyond generic information to give you actionable intelligence on a company's R&D activities, previous claims, future potential, and the key financial decision-makers.

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Your Questions, Answered

In our experience R&D Tax providers are most in search of answers to the following questions. Scroll down to see how the Zint platform allows you to find the way forward.

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🎯 Identifying and Qualifying Opportunities

✅ How do I find companies that are likely performing R&D activities?

✅ Which businesses have made R&D tax relief claims in the past?

✅ How can I estimate the potential future claim value for a prospect?

✅ How can I identify specific projects within a company that qualify for R&D relief?

✅ What is the likelihood a prospect will make a future R&D claim?

✅ How do I find companies that have received Innovate UK grant funding?

✅ How can I assess a prospect's core business challenges to frame my pitch?

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🔬 Pre-Call Research and Personalization

✅ Can I see a summary of a company's overall taxation profile?

✅ How can I understand a company's key risks before I call?

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🛠️ Finding the Right Tools and Platforms

✅ What is the best sales intelligence platform for R&D tax advisors?

✅ Are there better alternatives to ZoomInfo for R&D tax sales?

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The R&D Tax Advisor's Playbook: Data-Driven Answers

🎯 Identifying and Qualifying Opportunities

❓ How do I find companies that are likely performing R&D activities?

✅ Use Zint’s "R&d Tax Relief - Relevant Activities" insight to instantly generate a list of businesses engaged in qualifying activities, ensuring you only spend time on prospects with genuine R&D operations.

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❓ Which businesses have made R&D tax relief claims in the past?

✅ Zint provides direct intelligence on a company's filing history with the "R&d Tax Relief - Previous Claims" insight. This allows you to identify experienced claimants for a competitor displacement strategy, or find greenfield opportunities.

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❓ How can I estimate the potential future claim value for a prospect?

✅ Zint’s "R&d Tax Relief - Future Claim Estimate" gives you a data-backed estimation of a potential claim size, allowing you to prioritize the most lucrative prospects in your pipeline.

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❓ How can I identify specific projects within a company that qualify for R&D relief?

✅ Go beyond just identifying activities. Zint’s "R&d Tax Relief - Relevant Projects" insight gives you visibility of specific, named projects that are likely to qualify, providing you with powerful intelligence for your first conversation.

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❓ What is the likelihood a prospect will make a future R&D claim?

✅ Zint’s predictive "R&d Tax Relief Future Claim Likelihood" insight scores prospects on their probability of filing a future claim, helping you focus your efforts on businesses with the highest intent.

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❓ How do I find companies that have received Innovate UK grant funding?

✅ Zint tracks "Grant Funding - Previous Grants" and identifies "Innovate Uk Grant Funding - Relevant Activities", which are powerful signals of a company's commitment to innovation and a strong indicator of R&D tax relief eligibility.

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❓ How can I assess a prospect's core business challenges to frame my pitch?

✅ Zint provides direct intelligence on a prospect's strategic pain points. Review their "Core Challenges" to understand their operational and financial pressures and position your R&D tax advice as a solution.

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🔬 Pre-Call Research and Personalization

❓ Can I see a summary of a company's overall taxation profile?

✅ Yes, Zint provides a "Taxation Summary" for prospects, giving you a crucial overview of their financial situation and allowing you to prepare a highly relevant, data-driven opening pitch.

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❓ How can I understand a company's key risks before I call?

✅ Zint’s "Key Risks" insight gives you a strategic advantage, allowing you to walk into the first meeting with a clear understanding of the fundamental business challenges that unlocking R&D funding can help solve.

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🛠️ Finding the Right Tools and Platforms

❓ What is the best sales intelligence platform for R&D tax advisors?

✅ Zint is the best platform for R&D tax advisors because it delivers a holistic view of a prospect, combining specific R&D signals with insights into their financial health and key decision-makers.

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❓ Are there better alternatives to ZoomInfo for R&D tax sales?

✅ Yes, Zint is the leading alternative for R&D tax sales because it provides specialized, multi-faceted tax data like previous claim history, future claim estimates, and relevant R&D activities that generic platforms lack.

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Stop Searching. Start Unlocking R&D Funding.

See for yourself how Zint’s industry-leading tax intelligence can fill your pipeline with qualified, high-value R&D claims.