SR&ED software for Canadian companies
Build your SR&ED claim from the work trail—not memory.
ActiveSRED turns issue, code, calendar, and document history into a structured claim draft. When the work trail leaves questions, your own agentic consultant will gather focused context from the engineers and managers who were there.
- Source-linked time proposals
- Guided consultant sessions
- Employee-reviewed drafts
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
Choose your path
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For companies
File your own SR&ED claim, backed by evidence you actually have.
Turn the work your team already does into a defensible claim — without the year-end scramble.
See how it works for companies -
For consultants
Give every client a defensible claim, without adding headcount.
Manage all your clients from one place, or white-label ActiveSRED and let them self-serve.
See how it works for consultants -
For accounting firms
Offer SR&ED to your clients without the technical heavy lifting.
Clients capture the evidence in a portal with your brand. Your firm adds the financials and approves the claim.
See how it works for accounting firms
How ActiveSRED works
Follow the trail your team creates all year.
Bring scattered work records into one guided review flow, then move from employee-level proposals to a company-controlled claim draft.
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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
Run focused consultant sessions
ActiveSRED proposes hours and project context, then guides engineers or managers through the questions that records alone cannot answer.
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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.
Confidence flags direct employees to the items that need attention. Every proposed allocation remains editable until the employee confirms it for the company’s draft.
Source-grounded by design
Confidence should direct review—not replace it.
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.
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.
- Trace the estimate
- Keep the work records and interview excerpts behind each proposed allocation close to the numbers 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 you get started
Built for Canadian companies, the consultants who help them, and the accounting firms that serve them.
Who is ActiveSRED for?
ActiveSRED is for three audiences: Canadian companies preparing their own SR&ED claim, SR&ED consultants who prepare claims with or for their clients, and accounting firms that want to offer SR&ED preparation to their clients.
Does ActiveSRED replace an SR&ED consultant?
Not for companies who want one. ActiveSRED brings much of the consultant-heavy preparation workflow—work-trail assembly, contributor interviews, follow-ups, and draft compilation—inside your company if that’s the model you want. It does not make the final eligibility decision, guarantee a tax credit, or choose your filing and review path. Companies that already work with a consultant can use ActiveSRED to give that consultant better source material; some may find they need less outside help over time.
Can consultants use ActiveSRED with their clients?
Yes. ActiveSRED is being built to support consultants managing multiple client engagements from one workspace, with each client’s data kept separate. Consultants can use it to run preparation for their own clients, or explore white-label options to offer it under their own brand.
Can accounting firms use ActiveSRED?
Yes. Firms can manage multiple clients, give each a white-label portal, add payroll and financial data, and review and approve claims, without needing SR&ED technical expertise.
What will the virtual SR&ED consultant do?
The planned virtual consultant is a conversational agent that will interview the engineer or manager who knows the project when connected records leave a gap. It will ask adaptive follow-up questions about the technical uncertainty, hypotheses, experiments, results, conclusions, contributors, and timing, then prepare the answers for human review.
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 Canadian companies, SR&ED consultants and accounting firms. No public launch date or pricing has been announced.
Official process references: SR&ED eligibility , Form T661 project descriptions , and CRA review interviews .
Early access
Help us build this with you.
We’re starting with Canadian companies preparing SR&ED claims and the consultants and accounting firms who support them. Tell us how you currently gather employee hours and technical records — whether that’s your first claim or your fifteenth.
Prefer a conversation? Book a 20-minute working session