Offer your clients SR&ED expertise — without building it in-house
Get the quality and defensibility of a large firm's SR&ED practice, without the overhead. We handle the technical work; you stay in control of the client relationship.
The challenge
SR&ED creates friction for accounting firms
Clients expect SR&ED help
Building in-house SR&ED expertise is expensive and slow. But turning clients away means leaving revenue on the table — and giving them a reason to look elsewhere.
Managing multiple client timelines
Each client has different projects, deadlines, and fiscal year-ends. Without a system, things fall through the cracks — and deadlines get missed.
Liability concerns
Claims that get audited reflect on your firm. You need documentation that's defensible — not just filed on time.
Time-intensive process
Gathering technical details from clients, translating them into CRA language, and preparing claims takes more hours than you can bill for.
Our process
How it works
A structured approach that respects your time and protects your clients.
Client self-service intake
A guided questionnaire captures the technical details directly from your clients. They answer simple questions on their own time — no lengthy interviews required.
Technical story captured at the source.
- No lengthy interviews
- Clients complete on their time
- Plain-language questions
Conservative assessment
We analyze eligibility against CRA criteria and provide defensible estimates with clear rationale per project. No inflated projections.
Every estimate built to withstand scrutiny.
- Defensible estimates
- Clear rationale per project
- No inflated projections
Your review, your call
Nothing is submitted without your approval. Complete documentation package ready for your review and a clean handoff to your team.
You stay in control at every step.
- Full review before filing
- Clean handoff to your team
- Nothing submitted without approval
Grow your practice
SR&ED as a revenue line, not a headache
Add SR&ED to your service offering without adding headcount.
New revenue line
Offer SR&ED preparation as a service. We handle the technical work; you manage the client relationship and grow your practice.
Client retention
Become the one-stop shop. Clients stay because you solve more of their problems — and SR&ED gives them a reason to never look elsewhere.
Reputation protected
Every claim is built conservative and defensible. Your name is on it; we make sure it holds up to CRA scrutiny.
Scale without scaling
Serve 10 SR&ED clients or 100. The platform handles the volume; your team stays the same size.
The client experience
Professional from their first interaction
When you recommend us, here's what your clients see.
Simple intake they complete on their own time
Guided questions in plain language. No jargon, no prep work required. Your clients describe their projects in their own words — we handle the SR&ED translation.
A clear range within days
They know what to expect before committing. Conservative estimates, no surprises — just an honest assessment of what their work is worth.
Audit-ready documentation they never have to think about
If CRA asks questions, the answers are already organized. Your clients get peace of mind; you get a claim that reflects well on your firm.
Add SR&ED to your service offering
Your clients are already doing R&D. Help them claim what they're owed — and grow your practice.
Talk to us →No obligation. No client commitment required.