How ActiveSRED works
How ActiveSRED works
Evidence that builds itself, all year long.
Scattered records become a guided review flow — moving from employee-level proposals to a company-controlled claim draft, without the year-end scramble.
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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.
From employee review to company draft
One work trail. Three draft layers.
Keep source context attached as the work moves from the person who did it to the team assembling the company package.
- 01
Employee draft
Review the proposed time
Hours, project allocation, source links, interview context, and confidence flags for each contributor to edit and confirm.
Reviewed by each contributor
- 02
Project draft
Build the technical story
Employee-reviewed activity grouped into project findings, work chronology, and draft technical rationale for the claim owner.
Reviewed by the claim owner
- 03
Company package
Consolidate what moves forward
A completion view and structured claim-preparation export for the internal or external filing path your company chooses.
Controlled by your company
ActiveSRED generates drafts. Employees and the claim owner decide what enters the company’s final drafts.
Virtual SR&ED Consultant
An interviewer that knows what to ask next.
Connected records can show what happened. The virtual consultant will help engineers and managers explain why the work was undertaken, how the experiments unfolded, what the team learned, and who did what.
Each focused session works with current CRA guidance and interview patterns informed by decades of SR&ED claim preparation and CRA review experience.
Bring the recurring interview work in-house
Use outside expertise where it adds value—not to reconstruct every project from scratch.
ActiveSRED is being built to combine work-trail ingestion, focused contributor sessions, and draft generation in one company-controlled workflow. That reduces the preparation work repeatedly outsourced under hourly or percentage-of-credit fee arrangements.
Help shape the virtual consultant- 01
Start with the work trail
Use the issues, commits, meetings, documents, and prior answers already connected to the project so the conversation begins with evidence—not a blank questionnaire.
- 02
Ask the next useful question
Adapt follow-ups to what is still unclear about the technical uncertainty, hypotheses, experiments, results, and work performed.
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Keep the answers reviewable
Attach confirmed answers and interview excerpts to the employee and project drafts without treating a conversation as a substitute for supporting records.
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