Everything you need for a stress‑free SR&ED claim

Generate initial SR&ED project descriptions and technical narratives in minutes, not hours.

Get it done with compliant-aligned LLMs, not chatGPT. We keep you involved in the inputs and outputs to ensure the LLMs avoid hallucinations.

Generate language that meets CRA requirements and passes internal auditor reviews with confidence.

Our process ensures you claim the right amount—maximizing refunds while staying compliant.

Easily document technological uncertainties and project background that qualify for SR&ED.

Securely manage employee data, time allocation, and salary information for accurate SR&ED calculations.

Track and categorize materials, supplies, and overhead costs directly related to SR&ED activities.

Efficiently categorize large volumes of transactions with smart matching and bulk operations.

Seamlessly import financial data from QuickBooks, Excel, or CSV files with automated mapping.

Enterprise-grade security with encryption at rest and in transit. Your sensitive data stays protected.

Choose between proxy method and traditional approach based on your company's specific situation.

Handle SR&ED claims across multiple provinces with province-specific forms and requirements.

Manage multiple tax years and companies from a single dashboard with consolidated reporting.

Allocate SR&ED credits forward and backward across tax years to maximize tax benefits.

Optimize claims based on company income, tax position, and strategic business needs.

Generate complete T661 forms with all required schedules and supporting documentation.

Export T2 Schedule 31 and all required provincial forms with accurate calculations.

Export in multiple formats—professional PDFs for filing or CSV files for further analysis.