Increase your margins by reducing partner involvement. Collect client data asynchronously, run complex calculation models, and generate white-labeled drafts across your entire portfolio.
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Stop managing hundreds of claims in siloed spreadsheets. SimplifiedClaim gives your firm a multi-tenant dashboard to track every client's progress, securely store their financial data, and run unlimited scenario models for their fiscal years.
Generate pristine, CRA-ready technical narratives and T661 mathematical schedules in one click. All exported documents, PDFs, and spreadsheets carry your firm's branding—never ours.
Your client "Acme Corp" is currently answering these questions.
Generate secure, passwordless magic links that guide your clients through collecting their own technical notes and financial uploads. Our AI structures their scattered answers before your consultants ever have to look at them.
Taking on more clients shouldn't mean compromising on audit safety. Our platform standardizes your data collection and secures your firm's entire portfolio.
Stop writing from scratch. Our AI parses your client's raw engineering notes and generates robust, CRA-compliant drafts, letting your partners focus purely on final review.
Every calculation, timestamp, and uploaded invoice across your entire client-base is immutable. Generate "Audit Defense Packs" for any client in a single click.
Strict role-based access control ensures junior associates only see assigned accounts. Encrypted data isolation and full audit logs keep your firm compliant.
Transform your R&D tracking with a single API integration. Connect directly to your Jira, GitHub, or internal ERP to continuously calculate potential SR&ED recovery in real-time without manual data entry.
Push project data and cost hours automatically from your existing developer tools.
Monitor your estimated SR&ED recovery live as your team tracks time and materials.
Process sensitive financial data without retaining it on our servers. You own the data.
Join the forward-thinking accounting firms using SimplifiedClaim to deliver better results, faster.