Canadian SR&ED platform

not spreadsheet chaosPrepare your SR&ED claim with structure

Canadian technical teams lose weeks stitching together T661 narratives, hours, and evidence. combines guided claim preparation with optional expert review β€” built for software, AI, engineering, and manufacturing R&D.

πŸ”’ Data stored in Canadian-region infrastructure with encryption at rest and in transit.

SR&ED

Built for teams who take SR&ED seriously

Structured workflows, optional expert review, and transparent pricing β€” without traditional consultant markups.

Structured for CRA review

Technical narratives organized around uncertainty, hypotheses, experiments, and advancement β€” not generic AI output.

Expert review optional

Self-serve preparation with optional technical and CPA financial review when you need a second pair of eyes.

Transparent vs consultants

Software-guided workflows at a fraction of traditional consultant fees. You stay in control of your claim.

Audit-ready evidence

Link timesheets, Git history, invoices, and specs to projects throughout the year β€” not at tax season panic.

How it works

From assessment to audit-ready claim

A four-step workflow designed for Canadian technology companies.

  1. 01

    Start your assessment

    Set up your organization, check eligibility indicators, and open a fiscal-year workspace.

  2. 02

    Document projects & uncertainty

    Capture SR&ED projects, technological uncertainties, hypotheses, and experiments with guided T661 sections.

  3. 03

    Track hours & finances

    Allocate employee and contractor time, payroll, materials, and eligible expenditures by project.

  4. 04

    Review & prepare to file

    Generate draft narratives and financial summaries. Request optional expert review before filing.

Who it's for

Canadian founders and technology companies performing eligible R&D.

Software & SaaS

Feature R&D, platform uncertainty, and infrastructure experimentation β€” not routine maintenance.

AI & ML teams

Model experimentation, training pipelines, and data uncertainty documented with structure.

Engineering & hardware

Prototype iterations, testing regimes, and design trade-offs linked to eligible projects.

Finance & operators

Finance teams coordinating payroll, contractors, and claim schedules with engineering.

Platform

Technical + financial in one workspace

T661 narratives and financial schedules stay synchronized β€” no more engineering-finance disconnect.

  • Guided T661 narratives

    Draft technological uncertainty, work performed, and advancement sections with CRA-aligned structure.

  • Financial schedules

    Salary allocations, contractor costs, materials, and proxy calculations in one workspace.

  • Validation warnings

    Flag gaps in narratives, missing evidence, and allocation inconsistencies before you file.

  • Export for your CPA

    Structured exports your accountant can use β€” technical and financial data stay synchronized.

Evidence that holds up under review

Build an audit library throughout the year. Link documentation to projects so you're not scrambling when CRA asks.

  • Upload pay stubs, invoices, Git commits, specs, and experiment logs
  • Link evidence directly to projects and fiscal years
  • Organize an audit library before CRA sends a letter
  • Team collaboration with role-based access for engineers and finance

Guided assessment

Start your SR&ED assessment

A few details to personalize your workspace. No guaranteed refund promises.

Estimates only β€” not tax or legal advice. Eligibility varies by facts.

Transparent pricing vs traditional consultants

Start free. Scale to Premium or expert review only when your claim needs it β€” typically far less than $15k–$80k consultant engagements.

Estimates only β€” compare to traditional consultant fees.

Frequently asked questions

Practical answers about eligibility, our platform, and the assessment process.

How do I know if my company qualifies for SR&ED?
Eligibility depends on whether your work involves technological uncertainty, systematic experimentation, and advancement. 's assessment helps you evaluate indicators β€” but final eligibility is determined by CRA based on your specific facts. We do not guarantee qualification.
Is a replacement for an SR&ED consultant?
is a structured self-serve platform with optional expert review. Many teams use it instead of full-service consultants for routine preparation, while still accessing human review when needed. You stay in control and keep better records year-round.
What documents should I prepare?
Start with project descriptions, employee/contractor time records, payroll data, and evidence of experimentation (Git history, test results, specs). guides you through linking these to T661 sections and financial schedules.
How long does the initial assessment take?
Most teams complete the initial eligibility assessment and workspace setup in under 30 minutes. Full claim preparation depends on project count and evidence availability β€” ongoing capture throughout the year is faster than year-end cramming.
Do you support CRA audit reviews?
Yes. Premium members can access audit support including evidence organization and response preparation. See our audit support page for details. We help you organize β€” we do not guarantee audit outcomes.

Structure your SR&ED before year-end

Prepare technical narratives, financials, and evidence in one secure workspace.