Offer SR&ED expertise without building a specialized team
Your firm delivers audit-ready SR&ED claims. Our platform handles the technical complexity so you capture the advisory revenue instead of referring it out.
The challenge
SR&ED is valuable, but most firms can't offer it profitably
Your clients are asking about SR&ED. You know they qualify. But the traditional options (referring out to specialists or building internal expertise) both have problems.
Advisory fees walking out the door
When you refer clients to SR&ED specialists, those 15-30% advisory fees go with them, along with a touchpoint you'll never get back.
Professional liability exposure
Aggressive claims from outside consultants create audit risk you inherit. Documentation gaps surface during CRA review, putting the client relationship at risk.
Technical expertise you can't staff
SR&ED requires deep understanding of CRA's three-pillar test. Building that expertise internally means specialized hires your practice can't justify.
Senior time you can't afford
Traditional SR&ED prep consumes 40+ hours per claim: interviewing clients, drafting technical narratives, organizing documentation. That's partner time you don't have.
Our process
How it works
A structured approach that captures the technical story while you maintain professional oversight.
Capture the technical story
Your client completes a guided questionnaire that translates their R&D work into CRA-aligned language. No lengthy interviews required.
AI extracts the technical narrative. You review for accuracy.
- Clients complete on their own time
- Technical language structured automatically
- Evidence captured contemporaneously
Know exactly what's defensible
Defensibility scoring evaluates each project against CRA's three-pillar test: technological uncertainty, systematic investigation, and technological advancement.
Conservative by default. No inflated projections.
- Clear eligibility rationale for each project
- Weak claims flagged before you review
- Expectations aligned with clients early
File audit-ready claims under your name
Complete documentation package ready for your review and filing. You retain professional judgment at every stage. Nothing is submitted without your approval.
Audit-ready from day one.
- Technical narratives that withstand CRA review
- Supporting documentation organized
- Clean handoff to your filing workflow
Why it works for your practice
Capture SR&ED revenue without the overhead
The platform handles the technical complexity so you can offer SR&ED services profitably.
Keep the advisory fees
Stop referring clients to specialists. Offer SR&ED in-house and capture the advisory revenue that's been walking out the door.
Risk managed by design
Defensibility scoring flags weak claims before you file. Every output is conservative, built to withstand CRA review, not to maximize refund at all costs.
Minimal senior involvement
AI captures the technical story directly from clients. Your team reviews the output, not drafting narratives from scratch.
Deepen client relationships
When you handle SR&ED, you're not just filing. You're advising on R&D strategy, cashflow planning, and innovation funding. That's a relationship consultants can't take.
Who we work with
Is this right for your practice?
We work best with firms who want to offer SR&ED as a practice area, not just refer it out.
Firms already referring SR&ED out
You have tech clients asking about SR&ED. You're currently referring them to specialists, watching those advisory fees leave your practice.
Tax practices serving tech clients
Your clients are building software, developing products, or solving engineering problems. They have legitimate R&D, but you don't have SR&ED expertise on staff.
Risk-aware firms
You prioritize defensibility over aggressive claims. You want SR&ED revenue, but not at the cost of your professional reputation or CRA relationship.
Common questions
What you're probably wondering
Who handles the actual filing?
You do. The platform prepares all technical documentation and supporting materials, but the claim is filed through your firm. You maintain the client relationship, apply professional judgment, and retain full oversight.
How does the AI work, and can I trust it?
AI handles evidence extraction, technical narrative drafting, and eligibility analysis based on CRA's three-pillar test. But every output is designed for your review before filing. The platform is a tool that accelerates your work, not a black box that replaces your judgment.
What makes the claims "audit-defensible"?
Documentation is structured around CRA's eligibility criteria from day one: technological uncertainty, systematic investigation, and technological advancement. Defensibility scoring flags weak claims before you file. Conservative by design. We'd rather leave a borderline project out than put your reputation at risk.
What happens if a claim is selected for CRA review?
Documentation is built to withstand review. If clarification requests arise, we can support the response process. Final communication with CRA remains under your control as the filing practitioner.
What does this cost my firm?
Subscription-based pricing designed to preserve your advisory fee margin. You set your own fees with clients. The platform is a practice tool, not a revenue-share arrangement. Contact us for pricing details.
How much time does this require from my team?
Your client completes a guided questionnaire directly. AI handles the technical drafting. Your team reviews the final package before filing, typically a few hours of senior time per claim, not the 60+ hours traditional prep requires.
Ready to build your SR&ED practice?
Let's talk about how you can offer audit-ready SR&ED claims without the specialized hires or overhead.
Start the conversation →No obligation. No client commitment required.