Compare SR&ED software for your firm

Companies use Boast’s portal to work with Boast’s own tax team, which manages their claim preparation.

Create separate client workspaces through Chrono’s partner program and assign consultants to their claims.

Employees and managers review their company’s SR&ED activity. A workspace for an independent firm’s client portfolio is unconfirmed.

Manage clients, claims and team assignments in one dashboard, organized by fiscal year and claim status.

Each plan covers one company, including the Professional plan. Multiple client companies need separate coverage.

Boast imports development, accounting and payroll records for its team to use in claim preparation.

Connect development tools or upload CSV files to bring work activity into Chrono.

SRED.IO connects development and business tools to generate tracking reports.

ClaimEngine connects Google Drive, Dropbox, OneDrive and email. Development-tool imports are unconfirmed.

Import GitHub, Jira and Slack records on demand. Ongoing capture requires additional setup.

Boast derives project hours from work records using automated time allocation and specialist review.

Chrono reconstructs weekly timesheets and assigns hours to projects automatically. You review the results against the supporting records.

Time and activity tracking is automatic. Employees review and confirm the generated weekly reports.

Project-hour tracking and allocation are unconfirmed.

Enter hours manually and check their project assignments before your preparer reviews the allocations.

Boast combines automated cost classification with its tax team’s preparation of the claim financials.

Payroll reconciliation and financial exports are planned for a future release. This step is outside the current export workflow.

Financial projections come with the consulting service, where SRED.IO’s experts manage claim preparation.

Review eligible expenditures and calculate federal credits. Automatic extraction from payroll and expense documents is unconfirmed.

Manually record wages, contractors, materials and assistance for a federal estimate. Your preparer completes the financial work.

Boast’s team writes the technical outlines and reviews them with you. The drafting step runs through its service.

Chrono’s AI assistant drafts technical summaries from development activity. You review, adjust and approve the text.

Experts write the project reports as part of the separate consulting package.

ClaimEngine auto-populates T661 project fields. AI drafting from source evidence is unconfirmed.

AI drafts T661 narratives. Evidence references can be incomplete and need checking.

Boast’s team prepares the federal claim for filing. You work with its specialists on the technical and financial summaries.

The planned export sends a CSV to your accountant for iFirm. That export is planned for a future release; editable T661 and Schedule 31 drafts are unconfirmed.

Export tracking data as CSV or PDF for the next stage of preparation. Editable T661 and Schedule 31 drafts are unconfirmed.

T661 project fields and federal credit calculations are automated. An editable Schedule 31 is unconfirmed.

Export preparation records for your accountant to use in their filing workflow. Editable T661 and Schedule 31 drafts are unconfirmed.

Boast handles provincial credits through its tax preparation service. Its team manages this part of the claim.

Provincial calculations are included in the flat fee. The iFirm export is also listed as a future release; its current availability and the individual provincial draft forms need confirmation.

Provincial draft-form preparation inside the software is unconfirmed.

Federal credit calculations are included. Provincial draft-form preparation is unconfirmed.

Provincial credits are left to your preparer. The software’s estimate covers federal credits.

You review the technical and financial summaries with Boast’s tax team before it prepares the claim for filing.

You approve projects inside Chrono and can purchase a separate expert review. Client sign-off on an exact claim version is unconfirmed.

Employees confirm weekly activity records and managers review team reports.

Clients sign engagement contracts electronically. Approval of the completed claim is a separate, unconfirmed capability.

A named reviewer checks narratives against their evidence references. Separate client approval of an exact claim version is unconfirmed.

Boast’s portal handles document storage and exchange as part of its preparation service.

Download supporting documents individually from the data room. A single export with an evidence index is unconfirmed.

Export your tracking data in CSV and PDF reports.

Organize files in connected cloud folders and send PDF attachments by email. An indexed binder export is unconfirmed.

Export a review binder with an evidence index, selected narratives, costs and review status.

Boast keeps current and historical claim data in its customer portal.

Chrono saves project edits so you can restore a previous project version. Complete claim snapshots are unconfirmed.

Weekly and monthly reports preserve the activity record. Complete claim versions are unconfirmed.

Track progress through claim statuses and fiscal years. Restoring a previous claim version is unconfirmed.

Keep versions of preparation records and export a checked snapshot for accountant handoff.

Boast bundles software with its services. Unlimited team access is not specified.

Add team members without a seat fee. Expert reviews and audit support cost extra.

Pricing is per user, per month. Each additional team member increases the subscription cost.

An unlimited-user allowance is unconfirmed.

An unlimited-user allowance is unconfirmed.