SR&ED preparation for Canadian companies that already claim
Stop rebuilding a year of R&D from memory.
ActiveSRED turns the work your team already records into proposed SR&ED timesheets, evidence-linked project summaries, and a consolidated claim-preparation package. Employees confirm or correct the record. Your claim owner stays in control.
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
Built first for repeat claimants who want to bring the consultant-heavy preparation work inside their company.
How ActiveSRED works
Use the trail your team creates all year. Close the claim without annual archaeology.
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01
Connect the work trail
Bring together scoped activity from the systems your team already uses for issues, source code, calendars, documents, and collaboration.
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02
Generate an employee review
ActiveSRED proposes hours, project allocation, and SR&ED rationale with source links, interview excerpts, and confidence flags.
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03
Confirm the human record
Each contributor corrects hours, adds missing context, and confirms what accurately reflects their work before it moves forward.
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04
Consolidate the claim package
The claim owner monitors completion, reviews project-level findings, and exports a structured package for the filing path the company chooses.
Who this is for
Repeat claimants who already know how much time the old process consumes.
A fit if you
- File SR&ED every year and repeatedly pull technical people into consultant interviews or retrospective time-allocation meetings
- Have useful evidence across issue trackers, source control, calendars, documents, messages, and meeting notes—but no single claim record
- Want employees to review their own proposed hours while a CTO, CFO, controller, or R&D lead owns completion across the company
Not the first fit if you
- Are only trying to determine whether your company has ever done work that might qualify for SR&ED
- Expect unsupported estimates to become stronger merely because AI wrote the explanation
- Want a black-box workflow that publishes AI output without employee and claim-owner review
Evidence-grounded by design
Confidence should direct review—not replace it.
Loomantix builds AI for regulated professionals. Every product in the Active family runs on the same compliance foundation: SOC 2 Type II, HIPAA / PHIPA / GDPR / PIPEDA aligned, signed BAAs with every data-path vendor, continuous controls monitoring through SecureFrame.
A polished narrative is not enough. ActiveSRED is being built so the hours, summaries, and technical explanations in a claim package stay connected to the employee-reviewed work behind them. Every suggestion remains editable, and people confirm the final drafts.
- Trace the estimate
- Keep the work records and interview excerpts behind each proposed allocation close to the number they support.
- Focus human attention
- Use confidence to find ambiguity and missing context, never as a substitute for employee review.
- Record the decision
- Preserve corrections and confirmations so the final package reflects what people actually approved.
Questions
What to know before bringing SR&ED preparation in-house.
Who is ActiveSRED for?
The first version is for Canadian companies that already prepare recurring SR&ED claims and want to bring more of the evidence collection, employee interviews, time reconstruction, and reporting work in-house.
Does ActiveSRED replace an SR&ED consultant?
It is designed to replace the consultant-heavy preparation workflow inside your company. You still choose whether your own team, an accountant, or another external reviewer completes the filing process.
What does an employee review?
A proposed breakdown of SR&ED-related hours, project allocation, supporting work records, interview context, generated rationale, and confidence flags. The employee can correct hours, add context, and confirm what moves into the final draft.
Can a Canadian company prepare its own SR&ED claim?
Yes. The CRA publishes a process for claimants to prepare their own claim. ActiveSRED focuses on drafting the work-history and reporting package for human review before the filing path the company chooses.
Where does human review happen?
At every handoff. Employees review and edit their proposed time and context. The claim owner reviews the consolidated company draft. ActiveSRED generates drafts; people confirm the final drafts.
Is ActiveSRED available today?
ActiveSRED is in development and opening an early-access group for repeat claimants. No public launch date or pricing has been announced.
Official process references: preparing an SR&ED claim and CRA submission requirements .
Early access
Bring us your last SR&ED claim cycle.
We are starting with Canadian companies that have filed before. Tell us how you reconstruct employee hours and technical evidence today, or schedule a 20-minute working session to walk through the process.