Resources
Software and AI SR&ED: practical guidance for firms
Articles written for CPA firms, tax practices and SR&ED specialists who want to better support their technology clients: year-end documentation, recognizing a strong claim, writing technical reports, interviewing developers and identifying technological uncertainty in AI.
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CPAs & tax advisors
Software SR&ED: what firms should document before year-end
The concrete list of items to have your technology clients capture before the books close, so the claim holds up months later.
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Generalist firms
How to recognize a strong software development SR&ED claim
Simple signals to quickly decide whether a startup's or SaaS project is worth claiming, without being a developer yourself.
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Specialists & busy firms
The 5 most common mistakes in software SR&ED technical reports
The missteps that weaken a technical report in the eyes of the CRA, and how to fix them before filing.
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Firms without a tech profile
SR&ED technical interview: what questions to ask developers
A question framework to get technical teams talking and surface the technological uncertainties that actually qualify.
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AI, SaaS & cloud claims
SR&ED, AI and software: where the real technological uncertainties lie
Telling the use of an AI technology apart from genuine R&D: where the eligibility of your most valuable claims is decided.
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For partner firms
How I work with CPA firms and SR&ED practices
My role, my scope and how I fit into your files without ever touching your client relationship.
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A software or AI file to document?
I handle the scientific and technical side of your SR&ED claims, in support of your team. Let's talk.
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