Catax review
Updated October 12, 2026 · ForgeCue Editorial Team
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Our verdict
Catax differs from standard accounting software by concentrating on tax incentives and non-dilutive funding across the innovation cycle. It is an innovation funding support service for businesses developing new ideas, handling grants, research relief and patented profit relief with compliance guidance.
Key facts
- Best for
- Innovative businesses pursuing grants and tax relief
- Official website
- catax.com
Pros and cons
Pros
- Covers grants, research relief and Patent Box in one journey.
- Uses an Assess, Advise and Transform model for compliance.
- Supports energy, property and land remediation relief claims.
- Guides funding from concept through profitable patented products.
Cons
- Focuses on innovation funding rather than everyday bookkeeping tasks.
- Support centers on patented products and research activity.
- Guidance follows the innovation cycle, which limits broader use.
Who it suits
- Companies developing new products and technologies
- Owners of commercial property or affected land
- Energy intensive businesses seeking relief guidance
Who should look elsewhere
- Businesses seeking general bookkeeping tools
- Teams outside research and patented innovation
What it does well
Catax helps innovative companies identify grant opportunities and begin structured research activity. It then guides claims for research tax relief and Patent Box treatment for profits from patented technology. You move through assessment of eligibility, advice on next actions and support for compliant claims through a tech enabled process.
How Catax compares
Frequently asked questions
What does Catax do?+
Catax provides guidance on tax incentives and non-dilutive funding for innovative businesses. It covers grants, research relief and patented technology relief. Support follows an Assess, Advise and Transform approach.
Which stages of innovation does Catax cover?+
Catax addresses funding across the innovation cycle from concept through research to commercialization. It helps secure grant support to begin research and then pursue research tax relief. It also supports Patent Box claims once patented products generate profits.
What property related relief does Catax support?+
Catax explores eligibility for relief on qualifying capital expenditure in commercial property. It also explores eligibility for land remediation relief on contaminated or derelict land and buildings. Claims can involve HM Revenue and Customs' requirements.
Who uses Catax services?+
Catax serves companies developing new concepts, technologies and patented products. It suits energy intensive businesses and owners of commercial property or affected land. It also suits teams seeking structured compliance guidance.
Not confirmed yet: Price from, Free plan, Free trial length, Local compliance.