Apply your SR&ED expertise at scale
You bring the SR&ED knowledge. We bring the platform to apply it at scale.
The challenge
Your expertise shouldn't be bottlenecked by process
You have the SR&ED knowledge. What you need is better tooling to apply it at scale.
Too much manual work
Hours chasing clients for project details, rewriting narratives, formatting claims. Most of it could be streamlined.
Inconsistent client inputs
Every client describes their R&D differently. Translating varied inputs into CRA-compliant narratives is repetitive and error-prone.
Scaling is linear
More clients means more hours. Without better tools, growing your practice means proportionally growing your workload.
Evidence scattered everywhere
Emails, spreadsheets, shared drives — project evidence lives in a dozen places. Pulling it together for each claim is a time sink.
Better tooling for experts
How it works
You bring the knowledge, we bring the platform.
Structured client intake
Guided questionnaires get the right info the first time. No back-and-forth emails. Client-friendly language that captures what you need.
Right information, first time.
- Guided questionnaires
- Technical detail capture
- Client-friendly language
Draft narratives faster
CRA-aligned drafts generated from structured inputs with three-pillar mapping. You review and refine — not write from scratch.
Your expertise, amplified.
- CRA-aligned drafts
- Three-pillar mapping
- You review and refine
Manage your portfolio
Every client, project, and deadline in one place. Know exactly where each claim stands and what needs attention.
Full visibility, zero surprises.
- Client dashboard
- Deadline tracking
- Status at a glance
The shift
Same quality, more clients, less grind
Hours chasing client details
Structured intake they complete themselves
Writing narratives from blank pages
Refining CRA-aligned drafts
Spreadsheet tracking across clients
Dashboard with status at a glance
Quality varies by time of season
Consistent methodology, every time
Your practice, your way
You stay in control
We amplify your expertise. We don't replace it.
Review everything
Every narrative, every assessment passes through you. Your judgment, your standards. Nothing goes out without your sign-off.
Consistent methodology
Same proven framework across your entire book. No quality variance between your first claim of the season and your last.
Your brand, your relationships
Clients see your expertise. The platform is the tool behind it. Your reputation stays front and center.
Apply your expertise at scale
You've built your SR&ED knowledge over years. Let's talk about how to apply it to more clients.
Talk to us →No obligation. Just a conversation about fit.