For consultants
Serve every client like they’re your only client.
ActiveSRED captures evidence continuously across your clients’ engineering systems, so you spend less time chasing records and more time on the judgment calls only you can make.
The result is faster preparation and stronger, better-supported claims. Use it yourself, or white-label it for clients to run in their own environment.
You only see your clients a few weeks a year.
The rest of the time, the evidence behind their claims is being created, or not created, without you.
-
Thin records, assembled after the fact
You work from whatever clients hand over at prep time, often pieced together from memory months later.
-
Peak-season crunch
Every client needs you in the same few weeks. Chasing engineers for exports and interviews eats the time you’d rather spend on eligibility and expenditures.
-
Claims built on reconstruction
The CRA expects records created while the work happened. A claim built on reconstruction is harder to defend, and that reflects on your firm as well as your client.
-
A different setup at every client
Each client uses different tools and documents differently, so every engagement starts from scratch.
Evidence captured as the work happens puts stronger support behind every claim.
How ActiveSRED works for consultants
-
Multi-client management
One interface across your full client roster. No more juggling spreadsheets or separate logins per engagement.
-
Data stays separate, but organized
Each client’s evidence trail is isolated and secure, with a consistent view across all of them.
-
Two ways to deploy
Run it yourself across clients as part of your existing engagement model, or white-label it under your own brand for clients to use directly.
-
Review, not reconstruction
Review evidence already captured and confirmed by the client’s team, instead of starting from scratch each season.
The math: fewer hours, same headcount
Fewer hours per client on evidence-gathering means more clients per preparer, or more margin on each one, without hiring to get there.
Will this replace me?
No. Tax expertise, audit defence, and the client relationship stay with you. What continuous evidence capture replaces is the administrative reconstruction: chasing engineers for records months after the fact.
ActiveSRED is capacity infrastructure for your firm, not a DIY tool aimed at your clients.
Your brand stays in front of your clients
White-label lets you offer ActiveSRED as part of your own service, not a separate tool your clients discover on their own.
- Your logo and branding on the client-facing experience
- Clients interact with you, not with ActiveSRED directly
- You control what each client can see and do
- You set the terms of how it fits into your engagement
Help shape the product
Early-access consultants get pilot access, early partner terms, and direct input into the roadmap.