Our Process
Client Portal
To enhance your claim experience, we are using Monday.com to create a Secure Client Portal that will give you valuable insight into the status and progression of your claim. See below for guidance on how to use Monday.com or contact our team for further support.
How to Log onto Monday.com
Invitation Email
After your Data Analyst has introduced themselves, you will receive an email invitation to your secure client portal that will look like this.
Creating a Monday.com Profile
Once you have accepted your email invitation, a browser window will launch and you will be prompted to create your profile for your secure client portal on Monday.com.
Finishing Your Profile
Next, Monday.com will ask you to upload a profile picture, which you can either select from your computer or Facebook. This is not essential and you can skip this step by selecting “I’ll do it later”.
Welcome To Your Client Portal
Your bespoke dashboard will display key information regarding your claim for all active claim periods, it will allow you to collaborate with the Amplifi team and offers a secure document sharing area to upload any relevant supporting information (Monday.com Security & Privacy Program).
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Your secure client portal gives you real-time updates on key aspects of your claim.
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Open the subitems to view the status of requested information that is needed to complete your claim.
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Click on the faces in the Amplifi Team column to get team member’s contact information.
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You can securely drag and drop, upload or link all relevant supporting information.
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Click on the plus symbol to open the chat feature.
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Ask a question about your claim and your Data Analyst will be notified.
Refer An Innovator
Thank you again for choosing Amplifi Solutions. If you like our service, please refer us to other innovators so they can also benefit from R&D tax credits. For more information about our client referral, incentive scheme contact our Commercial Director, Jamie Watts.