S/EIS Compliance Made Simple
Check your eligibility, generate investor certificates, and track compliance status — maximise tax relief for your investors.
Complete S/EIS Toolkit
From eligibility checking to certificate generation. Give your investors confidence that their tax relief is handled properly.
Eligibility Checker
Step-by-step questionnaire covering all HMRC qualifying conditions — company age, gross assets, employee count, trade type, and investment limits. Instant pass/fail with detailed explanations.
Investor Certificates
Generate EIS3 and SEIS3 compliance certificates for individual investors. Pre-populated with share class, investment date, amount, and your company details.
Investment Tracking
Track total S/EIS investment against annual limits (£150k SEIS, £12M lifetime EIS). See remaining capacity at a glance and alert when approaching thresholds.
Qualifying Trade Checker
Verify that your company's trade qualifies under S/EIS rules. Covers excluded activities like property development, financial services, and legal services with clear guidance.
Compliance Dashboard
Track the status of every investor's S/EIS claim — certificate generated, submitted to HMRC, and approved. Centralised view for your whole investor base.
Built-in Advance Assurance
Generate HMRC advance-assurance letters directly from your S/EIS eligibility data — no separate module needed.
How It Works
Run Eligibility Check
Answer questions about your company's structure, trade, assets, and funding history. The checker validates against HMRC rules and flags any issues.
Review Results
See a clear pass/fail summary with detailed explanations for each condition. Get guidance on resolving any blockers before accepting investment.
Generate Certificates
For qualifying investments, generate EIS3/SEIS3 compliance certificates per investor. Pre-populated with company and investment details.
Distribute to Investors
Export certificates as PDF and share through the Investor Portal or email. Investors use these for their tax return claims.
Track Status
Monitor each investor's claim status on the compliance dashboard. Update when HMRC approves the relief.
Perfect For
Pre-Seed & Seed Startups
Maximise SEIS relief for your earliest angel investors. Confirm eligibility before taking investment to avoid nasty surprises.
Angel Networks
Angel investors expect S/EIS relief. Having certificates ready shows professionalism and makes your round more attractive.
Tax Year-End Reporting
Generate and distribute certificates before tax return deadlines. Track which investors have received their documentation.
Frequently Asked Questions
Maximise investor tax relief with proper S/EIS compliance
Eligibility checking, certificate generation, and compliance tracking — all included in Pro.