Apply for SR&ED in three simple steps

No email threads. No chaos.

ClaimGen manages the entire SR&ED preparation from start to finish. You follow a simple guided flow to share the details we request, and our team handles the writing, the costing, and the final claim package.

Eligibility Assessment

You check your SR&ED fit on our site through a quick eligibility assessment. It is free, requires no commitment, and takes only a few minutes to complete.

Claim Wizard

Genie, our AI interviewer, collects your project details and walks you through the process. Then you complete a clean 10 step flow to share the documents we need.

Review & Sign-off

Our team reviews the technical work and the costing, completes the full package, and prepares everything for submission. You simply review and sign off.

Ready to check your SR&ED eligibility?

Use our free assessment to confirm your fit in minutes.

Check Your Eligibility

See ClaimGen in action

Explore our interactive demos to understand how ClaimGen streamlines your SR&ED process

AI-Powered Claim Wizard

Our AI interviewer guides you through focused questions, then helps you complete all 10 document collection steps.

AI Assistant:

"Can you describe the technical challenges your team encountered during this project?"

Your Response:

"We faced significant optimization challenges with our machine learning algorithms for real-time data processing..."

Document Collection Steps

1. Project overview documentation

2. Technical specifications

3. Development timelines ⏳

4. Resource allocation records

... and 6 more steps

Current Interview Progress

Questions Completed12 of 18

Estimated time remaining: 6 minutes

Frequently Asked Questions

What is SR&ED?

SR&ED (Scientific Research and Experimental Development) is a Canadian federal tax credit program that provides financial incentives for businesses conducting innovative research and development activities. It can provide substantial tax credits and refunds for eligible R&D work.

Do startups qualify for SR&ED?

Yes! Startups often have the highest SR&ED potential because they're typically developing new technologies and solving novel problems. Many startups can receive refundable tax credits, meaning they get cash back even if they don't owe taxes.

Can ClaimGen help during CRA review?

Absolutely. Our SR&ED experts who review your claim are experienced in handling CRA inquiries and reviews. We provide ongoing support throughout the entire process, including defending your claim if questions arise.

How do you keep fees low while maintaining quality?

By automating the time-intensive parts of the process with AI, we reduce the manual hours required while ensuring quality through expert review. This allows us to offer competitive pricing while maintaining the high standards required for successful SR&ED claims.

Is my data secure?

Yes, data security is our top priority. ClaimGen uses hardened hosting, encryption at rest and in transit, and strict access controls. Our infrastructure follows industry best practices and is built to meet the expectations of both startups and enterprise teams. Your sensitive business information stays protected at every step.