Self-serve platform

Self-serve SR&ED software built for how you work

Document experiments daily, build your T661 incrementally, and file a stronger claim—with or without expert review.

Everything you need to prepare your claim

From first experiment to filed return—one platform for technical and financial preparation.

Project & uncertainty tracking

Define SR&ED projects with clear boundaries. Document technological uncertainties and link experiments as your team works.

Guided technical narratives

Step-by-step T661 sections aligned with CRA review criteria. Never face a blank page at tax season again.

Time & cost allocation

Track employee and contractor hours by project. Generate salary allocations and financial schedules with validation.

Evidence management

Attach commits, documents, and experiment logs to projects. Build audit-ready packages throughout the year.

AI-assisted review

Optional AI review flags vague uncertainty statements, missing hypotheses, and narrative gaps before you file.

Team collaboration

Role-based access for engineers, finance, consultants, and accountants. Everyone works from one source of truth.

Guided T661 technical narrative

Each section maps to what CRA reviewers look for—so your team writes for eligibility, not just documentation.

  1. Technological Uncertainty

    What was the technological uncertainty?

  2. Standard Practice Limitation

    Why could it not be solved using standard practice?

  3. Hypotheses Tested

    What hypotheses were tested?

  4. Experiments & Analysis

    What experiments or analyses were performed?

  5. Technological Advancement

    What was learned? What technological advancement was achieved?

  6. Supporting Evidence

    What evidence supports the work?

Platform pricing

Start free. Upgrade when your claim needs more.

Free

Explore SR&ED eligibility and learn the platform.

$0
  • Basic project setup
  • Educational resources
  • Limited narrative drafting
  • Full financial calculations
  • Team collaboration
  • AI review
Try it out
Most popular

Premium Team Plan

Full self-serve claim preparation for your team.

$46.95monthly for entire team
  • Unlimited projects & narratives
  • Employee & contractor tracking
  • Financial schedule generation
  • Evidence management
  • Team collaboration
  • Audit guarantee eligibility
Start Premium

AI Claim Review

AI-assisted narrative review for each team member.

$67.95monthly per user

Requires Premium plan

  • Uncertainty statement analysis
  • Hypothesis completeness checks
  • CRA red flag detection
  • Section-by-section suggestions
  • Per-member billing
  • Human expert review
Add AI Review

Frequently asked questions

Practical answers about SR&ED eligibility, our platform, and expert review.

Is the software CRA-approved?
CRA does not approve third-party software. is designed around published CRA policies and our consultants' review experience. The output is your corporate tax return—we help you prepare it accurately.
Can our accountant access the platform?
Yes. Accountant and consultant roles provide read or edit access to financial schedules and technical reports without exposing unrelated company data.
Does it integrate with our existing tools?
You can link evidence from Git repositories, upload documents, and export data for your tax preparer. Deeper integrations with Jira, Linear, and accounting systems are on our roadmap.
What about data security?
Data is stored in Canadian-region infrastructure with encryption at rest and in transit. Role-based permissions ensure team members see only what they need.
What is included in the free plan?
The free plan includes basic project setup, limited technical narrative drafting, and access to educational resources. It is ideal for exploring SR&ED eligibility and understanding the platform before upgrading.
What does Premium include?
Premium unlocks full technical narrative editing, employee and contractor tracking, financial calculations, evidence uploads, team collaboration, and eligibility for our audit guarantee program.
How does per-member AI Review pricing work?
AI Review is billed per team member who needs AI-assisted narrative review. A 5-person engineering team would pay 5 × $67.95/year plus tax. Members with read-only access are not charged.
What is the 12.5% audit guarantee?
Available to Premium members, this contingent fee arrangement means if CRA reviews your claim, professional audit defense support is available with fees tied to 12.5% of successful outcomes. Full terms provided at enrollment.

Try it out

Create your account and start documenting your SR&ED work today. No credit card required.