SR&ED documentation prep for Canadian software teams
SR&ED Copilot helps software teams organize R&D evidence, identify documentation weaknesses, draft T661 narratives, track expenditures, and package everything for accountant review. We handle preparation — your accountant handles filing.
Two modes: In-Year Evidence Capture for ongoing documentation, and Year-End Assist for teams preparing a claim from existing records.
We cover the full preparation workflow short of filing. Your accountant or SR&ED consultant makes the final eligibility and filing decisions.
Start during the year. Or start at year-end.
In-year capture produces the strongest evidence. Year-end assist helps you make the most of what you already have. Both modes lead to the same destination: an accountant-ready package.
Strongest evidence. Least year-end stress.
Capture evidence as R&D happens. Connect GitHub, Jira, or Slack to pull evidence (server configuration required), or add entries manually. Monthly review prompts keep you on track.
Best for: Teams starting a new fiscal year or mid-year who want to build documentation continuously.
Make the most of what you have.
Reconstruct and organize evidence from your existing Git history, Jira archives, and team knowledge. Honest about what's contemporaneous vs. reconstructed.
Reconstructed evidence is inherently weaker than contemporaneous capture. We flag this clearly so your accountant can make informed decisions.
One workflow. Both modes.
Whether you've been capturing all year or are starting at year-end, the destination is the same: a complete package your accountant can review and file from.
In-year: connect GitHub, Jira, or Slack to pull evidence automatically (setup required). Year-end: import from Git/Jira history and add manual context. Manual entry always available.
Gap detector flags thin weeks. Evidence-strength indicators show what's contemporaneous vs. reconstructed. You see exactly where your documentation is weak.
CRA criteria self-assessment, basic compliance scoring, and a claim-readiness checklist help you spot obvious problems. These are heuristic indicators, not professional assessments.
AI drafts T661 Lines 242, 244, 246 from your evidence. Citation mapping is attempted but may be incomplete — always verify references and review with your accountant.
Record wages, contractor costs, and materials. See federal and provincial ITC estimates. These are estimates only — your accountant confirms.
Export a complete audit binder: narratives, evidence timeline, expenditure summary, compliance checklist, and gap report. Your accountant reviews, edits, and files.
Why SR&ED claims get reduced or denied
CRA publishes the reasons claims fail. SR&ED Copilot is built to help you address each one during preparation — before your accountant files.
Evidence should be generated while the work was being done, not reconstructed later.
In-year mode captures evidence as work happens (via integrations or manual entry). Year-end mode clearly labels what's contemporaneous vs. reconstructed.
The claim must show what was unknown and could not be resolved by standard practice.
AI narratives frame uncertainty using CRA-compliant T661 language. Experiment logging prompts capture hypotheses and unknowns.
CRA expects evidence of hypotheses, experiments, iterations, and conclusions.
Timeline view shows progression. Experiment logging prompts help capture hypothesis-to-resolution arcs via manual entry.
Reviewers need to see which individuals performed SR&ED-eligible activities.
Evidence attribution from Git, Jira, and Slack when connected. Manual entries support author tagging.
Weeks with no documented activity raise flags during review.
Gap detector warns about thin periods. In-year: alerts before gaps grow. Year-end: honest gap reporting for your accountant.
Costs less than one hour of SR&ED consulting
Both modes — In-Year Capture and Year-End Assist — included.
Per company. Billed monthly. Cancel anytime.
Billing not yet active during private beta. Early pilot customers get free access.
Role-based access. Encrypted tokens. Configurable retention. AI providers do not train on your data (per API terms).
We draft. Your accountant reviews, edits, and files. Clear separation of roles.
Corporations have 18 months from tax year-end. Start capturing evidence now.
Whether you're starting the year or finishing it, SR&ED Copilot helps you organize evidence, surface gaps, and prepare a package your accountant can work from.
Currently in private beta. Contact us for pilot access.