A clear path from a readiness score to a filed claim — and support if CRA has questions.
The process
What working with us actually looks like — who does what, and when you can expect to move forward.
Paste your website or book a short call. We score your work against CRA's five-question test and tell you honestly if a claim is worth pursuing.
We align on your fiscal year, R&D projects, and who on your team was involved. You get a simple checklist of what to gather.
We draft technical narratives, classify payroll and invoices, and model your credit. You review drafts — we handle the heavy lifting.
You sign off on the T661 and schedules. We coordinate with your accountant so everything lands correctly on the return.
If CRA reviews the claim, our consultants respond with the evidence trail already built — no scrambling for documents.
Once we're building your claim, here's how the data flows — see the full platform tour.
Upload invoices, payroll, and technical documents. Our AI extracts every relevant detail with 99% accuracy.
Projects are automatically mapped to expenditures. Technical narratives are cross-referenced with time tracking data.
Real-time math across all Canadian provinces. Instantly see your refundable and non-refundable credits.
Generate CRA-compliant PDFs and E-file ready XMLs. Your complete audit trail is packaged and ready.
Final Outputs
We don't just calculate; we prepare your submission. Every payroll dollar and technical milestone maps to the correct line on the official tax forms.
T661, S508, and RD-1029 forms ready for signature.
Spreadsheet-ready exports for your accountant and tax software.
Every schedule line links back to a source document.
Compare Traditional vs Proxy methods with one toggle.
Start with a free readiness score, or talk to a consultant about your project and fiscal year.