SREDSimplify

Trusted by over 1,250 technology companies, SREDSimplify uses AI to process technical documentation, assess eligibility, generate required forms, and prepare claims that meet the Canada Revenue Agency's standards.

The platform's intelligent document processing engine analyses technical records, project descriptions, developer timesheets, and engineering documentation to identify SR&ED-eligible activities and expenditures.

Rather than requiring companies to manually categorise every R&D activity, SREDSimplify's AI identifies qualifying work from existing documentation extracting the evidence needed to substantiate claims without imposing significant additional overhead on technical teams.

Automated T661 form generation is a central feature: the T661 is the official CRA form used to claim SR&ED credits, and completing it accurately is one of the most error-prone and time-consuming parts of the process. SREDSimplify generates the T661 automatically from the company's processed documentation, reducing the risk of errors that could reduce refund amounts or trigger audits from the CRA.

The platform includes instant eligibility screening that evaluates whether specific projects and activities meet the CRA's SR&ED criteria before significant documentation effort is invested.

This early-stage assessment helps companies understand their claim potential upfront and prioritise the activities most likely to generate substantial refunds, avoiding the frustration of investing documentation effort in ineligible work.

Expert consultant review is incorporated into the SREDSimplify workflow, ensuring that AI-generated claims are validated by experienced SR&ED practitioners before submission.