Apply your SR&ED expertise at scale
You know the T661 inside out. We help you prepare more claims without adding headcount.
The challenge
Demand is growing. Your capacity isn't.
The SR&ED program just expanded: expenditure limits doubled, capital expenditures restored. But scaling a practice still means adding headcount or burning out your senior team.
40+ hours per claim
Intake interviews, technical narrative drafting, T661 formatting. A single claim can consume 40+ hours. That's work you could spend on the next client.
Clients describe R&D poorly
Every client describes their work differently. Extracting what satisfies CRA's five questions, which map to the three-pillar test (uncertainty, systematic investigation, advancement), is where the expertise lives.
More clients = more hours
You're paid on claim value, not hours worked. But every new client still costs you 40+ hours. Your throughput is capped by your calendar, not your expertise.
Documentation is never ready
Contemporaneous documentation is the difference between a defensible claim and an audit headache. But clients never have it organized when you need it.
Built for SR&ED practitioners
How it works
A structured workflow for claim preparation, not a replacement for your expertise.
Capture the technical story upfront
Questionnaires structured around CRA's five questions (which address the three-pillar test). Clients describe their work in terms you can translate into T661-ready narratives.
Right information, first time.
- Five-question framework
- Technical detail capture
- Client-friendly language
Generate T661-ready drafts
Technical narratives structured around technological uncertainty, systematic investigation, and technological advancement. Drafted from client inputs, ready for your review.
You refine. You sign off. Nothing ships without you.
- Structured around CRA's three criteria
- Evidence-backed drafts
- You review and refine
Track every claim in one place
Every client, project, and deadline in one place. Know exactly where each claim stands and what needs attention.
Full visibility, zero surprises.
- Client dashboard
- CRA deadline tracking
- Status at a glance
The shift
Same quality, more clients, less grind
Hours chasing client details
Structured intake clients complete themselves
Writing narratives from blank pages
Refining drafts already structured around the five questions
Spreadsheet tracking across clients
Dashboard with status at a glance
Quality varies by time of season
Same methodology, peak season or off-season
Your practice, your way
You stay in control
This is infrastructure for your practice, not a competitor for your clients.
Every claim passes through you
Every technical narrative, every T661, every eligibility assessment. You review and approve before it goes anywhere. Your professional judgment is the final word.
Same methodology, every client
Your approach to the five questions, applied consistently across your entire book. No quality variance between peak season and off-season.
We stay invisible
Clients work with you. No client-facing platform branding. No relationship to protect. We're the back-office tool that makes your practice run.
Common questions
What you're probably wondering
Is this going to compete with my business?
No. We're a practice tool, not a consulting competitor. We don't file claims. We don't take client relationships. We don't market to your clients. You use us the way you'd use any back-office software to increase your throughput without adding staff.
What does this cost?
Subscription pricing based on your practice size. Never a percentage of your client's refund. You set your fees with your clients. We're a fixed cost that scales with your claim volume, not a revenue-share that competes with your fee model.
How does the AI work, and can I trust it?
AI handles the labor-intensive parts: structuring client inputs, drafting technical narratives aligned to the five questions, and flagging documentation gaps. Everything is designed for your review. You see what the AI produced, you edit it, you approve it. The platform is a drafting tool. Your expertise is what makes claims defensible.
Will this work with my existing workflow?
The platform fits into how you already work, not the other way around. Use our intake questionnaires or bring your own interview notes. Generate drafts for every project or just the ones where you need speed. We're additive to your process, not a replacement.
What about the small claims I currently reject?
Claims under $50K are often uneconomical with traditional prep time. Structured intake and AI-drafted narratives reduce your hours enough that smaller claims can become profitable. That's new revenue you're currently turning away.
What happens during a CRA review?
Documentation is structured around CRA's eligibility criteria from the start. If a claim is selected for review, the audit trail is already organized. We can support the response process, but you remain in control of all CRA communication.
More claims. Same headcount.
Let's talk about how to increase your throughput without adding staff, without risking your fee model.
Talk to us →No obligation. Just a conversation about fit.