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FlowForma

FlowForma

FlowForma is a world-leading company that provides enterprise-class, no-code business process automation tools that empower your workforce to rapidly digitise a wide range of activities.

Working with Myriad, the claims submitted to date have been accepted, which has allowed the company to invest further in our Research and Development initiatives.

FlowForma Limited has worked with Myriad since 2022 on our annual R&D Tax Credits claim. The scope of this claim is the software research and development initiatives that FlowForma have undertaken during the claim period. FlowForma initially selected Myriad as our partner as they offered a more complete service in helping us prepare the required reports and in submitting our claims to Revenue. Working with Myriad, the claims submitted to date have been accepted, which has allowed the company to invest further in our Research and Development initiatives. Working with Jillian, we were able to quickly bring Myriad up to speed on our Research and Development initiatives, as Jillian has a good understanding of the technology stack we use. Jillian's approach to preparing our annual R&D Tax Credits report has made this process easier, and Jillian has constantly added value through her probing questions and valuable feedback.

Gerard Newman
Chief Technology Officer Linkedin iconConnect

About FlowForma:

FlowForma is a world-leading company that provides enterprise-class, no-code business process automation tools that empower your workforce to rapidly digitise various activities.

They enable business users in construction, engineering, healthcare, and financial services to digitise, transform and automate complex business processes without software code.

FlowForma Process Automation puts all the power into business users' hands with:

  • An easy-to-use all-in-one process automation tool (forms/workflow/analytics/doc gen).
  • Direct access to FlowForma's no-code business process management tool and implementation experts and the FlowForma Academy that’s packed with industry-specific templates.
  • A governance app that enables compliance with all major standards.
  • Native integration with Microsoft 365.

FlowForma is a Microsoft Gold Partner with over 300,000 global users. The company is headquartered in Ireland, with offices in Boston, New York, and London. It is motivated by its values of innovation, evolution, and achievement with employees, customers, and partners.

How we helped:

At Myriad, we're dedicated to making the R&D tax relief process as smooth and stress-free as possible for our clients. When we started working with FlowForma, we conducted a deep-dive session to understand the innovations behind each project. Then, we gathered the necessary information about each research and development endeavour, ensuring that we identified all qualifying activities. Once we had a clear picture of the technological innovations, we curated a proper roadmap to completion and began drafting FlowForma’s technical reports.

This is where our expertise shines – we meticulously documented the technical details of each qualifying project, highlighting the innovative aspects and the challenges overcome along the way. Our goal was to present the company’s R&D activities in the best possible light, maximising its chances of securing the tax relief it deserved. Meanwhile, our tax team expertly quantified the costs associated with each qualifying R&D project, including direct costs such as salaries, materials, subcontractor expenses, and indirect costs attributable to the R&D activities.

The reward:

At Myriad, we're all about putting our clients first, guiding them through every step of the R&D tax relief process with a friendly touch. This client-centric approach has proven instrumental in allowing FlowForma to successfully secure R&D tax relief, allowing it the freedom to allocate resources more effectively toward innovation and growth. The outcome? Well, it's further strengthened FlowForma's position as a global leader in Process Automation. By easily navigating the complexities of the tax relief process, we've empowered them to focus on what they do best – driving innovation and staying ahead of the curve in their industry. With our friendly guidance and expertise, we're proud to play a part in our clients' success stories.


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