SR&ED Copilot - Evidence capture and claim preparation for Canadian R&D tax credits

Who operates this

SR&ED Copilot is an independently operated Canadian software service based in Halifax, Nova Scotia, Canada. The legal operator is identified on the Terms, Privacy Policy, and contractual documents where that identity belongs.

The operator is an unincorporated sole proprietorship. The product is currently in early access.

Why this exists

Canadian software companies doing real R&D often have weak SR&ED documentation. Not because the work is bad, but because the evidence is scattered across Git, Jira, Slack, and people's heads. By the time year-end arrives, teams scramble to reconstruct what happened and why.

SR&ED Copilot exists to make that less painful. It helps you capture evidence during the year, organize what you have at year-end, draft T661 narratives from real records, and create source material for your accountant to independently review and use where appropriate.

What problem it solves

Evidence is spread across tools and not organized for SR&ED
Year-end reconstruction is stressful and produces weaker claims
T661 narratives take hours to draft and often lack proper evidence links
Teams don't know what's missing until their accountant asks for it
Teams lack a review workspace connecting R&D work to claim support

What it does not do

SR&ED Copilot is a preparation tool. It is explicitly not:

A tax advisor or SR&ED consultant
An eligibility determination service
A filing tool — it does not submit anything to CRA
A replacement for your accountant's professional judgment
A guarantee that your claim will be accepted

Everything this tool produces is a draft. Your accountant reviews, edits, and files. See our Disclaimer for the full statement.

How a cautious team can pilot this safely

If you are evaluating SR&ED Copilot and want to minimize risk:

Start with manual upload only. You do not need to connect GitHub, Jira, or Slack. Enter evidence manually to test the workflow without granting any third-party access.
Use a single past project as a test case. Pick one completed project you know well. Enter its evidence, generate a draft narrative, and compare the output to what you would have written manually.
Show the output to your accountant. Ask them whether the draft narrative, evidence organization, and export format would save them time or improve the support package.
Review integration scopes before connecting. If you decide to connect tools, check exactly what data access is requested. You can disconnect at any time from Settings.
Test export and offboarding. Download the available project binder, confirm it meets your handoff needs, and keep it in your approved records system. Individual delete actions and verified privacy requests cover different data; review the Privacy Policy before relying on an exit process.

Current status

Early Access. SR&ED Copilot is functional but early-stage. Features, pricing, and availability may change. The tool is not yet independently audited or certified. We are transparent about what is in place and what is planned — see our Security & Data Handling page for an honest maturity assessment.