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Check if you qualify

Offer SR&ED to your clients without sending them away.

You already file their T2. We prepare the SR&ED claim with their technical team, our SR&ED experts check every line, and you file the package with the return. The client stays yours.

Talk to us about partnering Check a client's eligibility

How it works with your firm

Your part takes minutes. The technical work happens between us and your client's team.

  1. Introduce the client

    Answer a few questions about them, or send them the link. Our SR&ED experts reply within two business days.

    You

  2. We talk to their team

    Their technical lead connects GitHub or Jira and gives us about an hour. We draft the write-up and work out the numbers.

    Us and your client

  3. Upload the financials

    The trial balance, payroll and invoices you already hold, through the same portal. No new software to learn.

    You

  4. File it with the T2

    Our SR&ED experts check and sign off. You download Form T661, Schedule 31, the provincial form and the audit binder.

    You

Who does what

Your firm

  • Keeps the client relationship
  • Uploads the financials you already have
  • Files the package with the corporate return

SREDlog and our SR&ED experts

  • Interview the technical team and read their records
  • Write the technical description and work out the credits
  • Check every line and sign off before release
  • Help answer CRA if the claim is reviewed

Questions from accountants

Do we need SR&ED experience?
No. We handle the technical side and the eligibility judgement. You work with the financial records you already prepare.
Will you take on our client's other tax work?
No. We only prepare the SR&ED claim. Everything else stays with you.
What does the client pay?
5% of the claim, with a $1,500 minimum and a $50,000 maximum, paid when the package is ready. If CRA reduces the claim, we refund our fee on the difference.
What if CRA reviews the claim?
We work through the technical questions with your client and keep you informed. The audit binder links each line of the claim to its records.
How do partner terms work?
We're starting with a small number of firms. Tell us how your practice handles SR&ED today and we'll agree terms that fit.

Bring us your next SR&ED client.

A 20-minute call about how your firm handles SR&ED today and whether this fits.

Talk to us about partnering

Or check a client's eligibility now.