Your SR&ED claim should scale with your R&D
At 20+ engineers and multiple projects, spreadsheets and year-end scrambles stop working. You need a system that captures everything without pulling your team off real work.
Sound familiar?
What worked at 5 engineers breaks at 30
You've filed before. The process got the job done. But as your team and project portfolio have grown, cracks are showing.
Engineering time is your most expensive input
Every hour your developers spend reconstructing project history or writing CRA narratives is an hour they're not shipping. At $150K+ fully-loaded cost per engineer, a 40-hour claim preparation drains $3,000+ in productivity. Every year, compounding as you grow.
Eligible work slips through the cracks
Cloud infrastructure experiments. Contractor-led development. Cross-functional projects. As complexity grows, manual tracking misses activities that qualify, especially the ones that don't look like "obvious R&D."
You lack visibility into your own claim
Whether you work with a consultant or not, you should know exactly what's being claimed and why. Opacity creates risk. You can't defend what you don't understand, and you can't optimize what you can't see.
Larger claims mean higher CRA scrutiny
As your refunds grow, so does the likelihood of CRA review. Documentation that was "good enough" at $50K becomes risky at $500K. You need an audit posture that scales with your claims.
The financial case
SR&ED isn't a tax chore. It's a finance function
For growing companies, SR&ED credits are a meaningful line item. Treat them like one.
Typical annual credit for a 20-person R&D team
Runway extension from a single year's claim
Additional credits captured vs. conservative approaches
These figures are illustrative and depend on your specific situation, eligible expenditures, and province. Our estimates are conservative. We'd rather under-promise than put you at audit risk.
Complete coverage
Every project evaluated. Every dollar documented.
As your portfolio expands, so do the projects that deserve evaluation. We capture everything systematically, not just the obvious wins.
Nothing dismissed without assessment
That "small" integration project might be worth $15K. Those cloud experiments add up. We evaluate everything against CRA criteria. You decide what to claim.
Consistent methodology across all teams
Same framework whether it's your platform team, your ML team, or your DevOps experiments. CRA sees a coherent portfolio, not a patchwork of one-offs.
Evidence mapped to CRA requirements
We structure documentation around what CRA actually looks for: technological uncertainty, systematic investigation, advancement. Not generic project descriptions.
Multi-year audit defensibility
Larger claims attract more scrutiny. We build documentation that holds up not just this year, but across your filing history, creating a defensible posture that compounds.
Built for your workflow
Under 5 hours from your team. Not 40.
We've rebuilt claim preparation around minimal disruption. Your engineers answer targeted questions that take minutes. Our platform does the rest.
Focused sessions, not rolling interruptions
Most teams complete their input in under 5 focused hours spread across the year, not 40+ hours of year-end scramble. We batch the work so your team can stay in flow.
Direct coordination with your team leads
You don't play middleman. We work directly with the people who know the projects, collecting context efficiently without the telephone game.
Guided questions, not open-ended interviews
Your engineers answer targeted questions about what they built and what made it hard. No SR&ED jargon. No hour-long discovery calls. Minutes, not hours.
Predictable timeline, not open-ended engagements
You know exactly when your claim will be ready. No multi-month consultant timelines that slip past your fiscal year deadline or board meeting.
The impact
What changes when SR&ED scales with you
of engineering time returned to product work, nearly a full work week, every year
evaluated systematically, not just the obvious ones. Small projects compound.
documentation from day one. If CRA asks questions, the answers are already organized.
that scales from 5 engineers to 50+ without changing your process
Flexibility
Works with your setup, consultant or not
Many growing companies work with SR&ED consultants. Others manage claims internally. The platform supports both.
- If you work with a consultant: You get organized evidence, clear project documentation, and a dashboard showing exactly what's being claimed. Your consultant gets structured input instead of scattered Slack messages. Everyone saves time.
- If you're managing SR&ED internally: You get AI-powered claim preparation, audit-defensible documentation, and expert review at critical decision points. Full control, structured support.
Common questions
What you're probably wondering
How does pricing work as our claims grow?
Subscription-based pricing, not percentage of claim. As your R&D spend and credits increase, our fee stays predictable. Your ROI improves with scale. No surprises, no incentive for us to inflate claims.
Can we keep working with our existing SR&ED consultant?
Absolutely. The platform complements consultant relationships by providing organized evidence, structured project documentation, and clear visibility into what's being claimed. Your consultant gets better input; you get better oversight.
How do you handle multi-project complexity?
The platform is built for portfolios, not single projects. Whether you're managing 5 or 50+ concurrent R&D initiatives, every project gets the same systematic evaluation. Consistent methodology across teams means CRA sees a coherent claim, not a patchwork.
What makes larger claims audit-defensible?
Documentation is structured around CRA's eligibility criteria from day one. As claim size increases, so does scrutiny. We build evidence that holds up across your entire filing history. Defensibility scoring flags weak projects before you file.
Do contractor hours and cross-functional work qualify?
Often, yes. Contractor-led development and cross-functional projects are commonly overlooked but frequently eligible. We evaluate all R&D activities against CRA criteria, including the work that doesn't look like "obvious" research.
How long does the process take with a larger portfolio?
Predictable timelines, not open-ended engagements. Larger portfolios require more project evaluation, but the process scales efficiently. Most teams complete their input in under 5 focused hours; we handle the synthesis and documentation.
See what you could be claiming
If your R&D spend has grown but your SR&ED process hasn't, you're likely under-claiming. Find out where you stand.
Get a claim portfolio review →Free. 10 minutes. No obligation. Built for companies that have filed before.