SR&ED for accounting firms

Bring technical and financial review into one sequence

The product organizes evidence by project, prepares editable narrative drafts and carries reviewed figures into the applicable forms. Your team remains responsible for eligibility, professional review and filing.

Keep roles clear as the file moves

• A separate SR&ED claim record for each client and tax year.
• Invite your whole team; roles keep admin controls where they belong.
• Generates the T661, T2 Schedule 31 and provincial forms as reviewable drafts.
• A CPA bridge and accountant summary for reconciling the reviewed claim with the corporate tax file.
• Version-bound client review and filing snapshots that preserve the approved record.
• An indexed supporting binder for every completed claim.

Hand reviewed SR&ED outputs into the T2 file

Use the accountant summary to identify the claim outputs and open checks. Review the T661 draft, Schedule 31, supported provincial forms and expenditure reconciliation together before entering or confirming amounts in the firm's tax workflow.

Keep the approved version with the handoff. The accountant remains responsible for reviewing the return and filing it; generating a PDF does not submit a claim or establish that a tax-software import is supported.

Assign technical and financial responsibility

The accounting team can reconcile payroll, contracts, assistance and recorded costs. A preparer with the appropriate SR&ED expertise reviews the project boundary, source evidence and technical narrative. The client confirms the selected facts, and the filing accountant approves the tax return. Decide those responsibilities before inviting collaborators.

For a practice primarily managing technical SR&ED preparation across clients, see the consultant workflow. For a company coordinating its own research and finance records, see SREDlog for in-house teams.

Pilot one client before expanding the practice

Choose an active tax year with available payroll and project records. Upload the supporting documents, review one project's narrative and hours, then inspect the accountant handoff. Use the walkthrough to see the outputs before starting. Pricing follows annual filing capacity with no per-seat fees; final filing downloads require a paid plan.

Preserve the firm's review and sign-off

Every assessment, narrative and form remains a draft until your team reviews it. Citations and calculation history make that review more efficient and easier to document.