SR&ED software for accounting firms
Add SR&ED to your practice without becoming an SR&ED expert.
Your clients’ work trail and a guided virtual consultant capture the technical evidence. Your firm adds payroll and financials, reviews the claim, and approves it, all from one workspace and under your own brand.
- Multi-client workspace
- White-label client portal
- Firm review and approval
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
Stop referring SR&ED out.
Many firms send SR&ED to an outside consultant, and with it a share of the client’s refund and part of the relationship. ActiveSRED is built so your firm can keep that work.
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A new service line
Offer SR&ED preparation as a recurring, fee-based service alongside year-end and tax work.
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Keep the client relationship
The client logs into a portal with your firm’s name on it, not a third party’s.
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Work year-round, not in a scramble
Evidence builds as the client works, so your team isn’t reconstructing last year in March.
Everyone does the part they’re best at.
SR&ED preparation for accounting and CPA firms, split three ways: the client’s team supplies the facts, ActiveSRED organizes them, and your firm completes and approves the claim.
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Your client’s team
Connects issue, code, calendar and document tools. Engineers and managers answer focused questions from the virtual consultant and confirm their own hours.
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ActiveSRED
Assembles the work trail, proposes hours and project allocations, runs contributor interviews, flags gaps, and drafts the technical project descriptions for review.
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Your firm
Adds payroll, contractor and materials costs, applies the expenditure method, reviews the consolidated claim, and approves it before filing.
You review evidence and drafts. You don’t have to interview engineers or write technical narratives from scratch.
How ActiveSRED works for your firm
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01
Invite your client
Set up the client in your workspace and send them your branded portal.
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02
The client captures the work trail
Their tools connect, the virtual consultant fills gaps, and employees confirm their hours.
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03
Your firm adds the financials
Enter or import payroll and other eligible costs against the confirmed time and projects.
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04
Review, approve, export
Review the full claim package with its linked evidence, approve it, and export it for your filing workflow.
Built for firms
White-label SR&ED software designed around how a practice works: many clients, clear review steps, and your name in front.
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Multi-client workspace
Every client’s status, completeness and open items in one view. Each client’s data is kept separate.
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White-label client portal
Your firm’s name and logo on the experience your clients use.
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Financial inputs
A place to enter or import payroll, contractor and materials costs, tied to the employee-confirmed hours behind them.
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Review and approval workflow
Track who confirmed what, leave notes for the client, and record your firm’s approval.
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Source-linked evidence
Every hour and technical claim links back to the records and interview excerpts that support it.
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Claim package export
A structured package for the filing path your firm uses.
Your judgment, backed by the evidence.
ActiveSRED drafts; people decide. Employees confirm their own time. Your firm reviews the consolidated claim and approves it.
ActiveSRED does not make the final eligibility decision or guarantee a credit, and every suggestion stays editable.
- Confidence flags show where to look first
- Every number traces to its source
- Corrections and approvals are recorded
Bring in a specialist only when you need one.
Most claims can be prepared and reviewed by your firm. For a complex or contested project, you can still bring in an SR&ED technical specialist, and they’ll start from organized, source-linked evidence instead of a blank page.
Questions
SR&ED for CPA firms: common questions
What accountants ask before offering SR&ED claim preparation to their clients.
Do we need SR&ED technical expertise to use ActiveSRED?
No. The technical evidence and project drafts come from the client’s work trail and contributor interviews. Your firm reviews them. For an unusual or high-risk project, you can bring in a technical specialist.
What does our firm actually do?
Add payroll and other eligible costs, review the consolidated claim and its evidence, approve it, and file through your usual workflow.
Can our clients use it under our brand?
ActiveSRED is being built with a white-label client portal so clients see your firm, not us.
How is each client’s data kept separate?
Each client is its own workspace inside your firm’s account, and their data is never mixed with other clients’.
Does ActiveSRED file the claim?
No. It produces a reviewed claim package. Your firm decides how it’s filed.
What does it cost?
Pricing for firms hasn’t been announced. Join early access to help shape it.
We already work with an SR&ED consultant. Does this replace them?
Not necessarily. Some firms will bring the work in-house; others will use ActiveSRED to give their consultant better source material.
Early access
Build your SR&ED practice with us.
We’re working with a small group of accounting firms to shape multi-client and white-label features. Tell us how your firm handles SR&ED today, whether you prepare claims in-house or refer them out.
Prefer a conversation? Book a 20-minute working session