If your network includes Presidents and CEO’s or anyone involved in business growth, we could give you a regular revenue stream which adds value to you and your network.

Who we are

Catax provide a value-added service to your client base by using our expertise to claim the highest possible rewards SR&ED tax incentives.


If your network includes Presidents and CEOs or anyone involved in business growth and innovation, it’s more than likely that they will be eligible for these forms of tax incentives. Many people are completely unaware of these schemes and how much money they could potentially claim back – our average client benefit is over $100k!


All you need to do is make the introduction and we’ll do the rest. Our dedicated Account Managers will work directly with your client and ensure they only take up a few hours of their time. Once your client receives their rebate or tax liability reduction, you will receive a generous commission – and your client will reward you with increased loyalty!

Why refer your clients to us

  • Easy bolt-on revenue stream with our generous commission structure.

  • Quick to sell as most of your clients will be eligible and yet unaware.
    A simple explanation will often result in a referral.

  • There’s a huge pool of untapped potential clients waiting in your existing network.

  • Referring Catax gives you a reason to make contact with clients and increase sales.

  • Our reputation sells itself. We’re the experts and our service is unique.

  • Broaden the services you offer without taking on new skills or extra specialist staff.

  • Helps improve client retention. After all, you’re the one who told them about tax incentives that resulted in a big refund.

  • Helps you with referrals as your existing clients tell their peers
    about the sizeable refund you got for them.

  • All you need to do is make the introduction and we’ll do all the hard work.

  • Your client will get the highest claim possible. We know how the claims procedures work.

Click here to receive a call from one of our tax incentives experts

Partnerships and associations

We are long-term partners with the Law Society and the IFA, so you can be sure that our service is second-to-none.

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