Capture SR&ED evidence as work
“We manage your SR&ED claims end-to-end—our system simply ensures nothing is missed.”
How we capture your teams work
What did you work on today?
What was the objective?
What changed or improved?
Who worked on it and for how long?
Attach a photo?
That’s it. No spreadsheets. No chasing notes months later. We handle the documentation structure automatically.
How it works
Enter quick updates as work happens
The system automatically organizes and time-stamps everything
Your records become claim-ready documentation
What is SR&ED typically worth?
Canadian-Controlled Private Corporations, SR&ED can return approximately 45% to 55% of eligible costs.
Example:
$50,000 in eligible wages → ~$32,000 refundable tax credits (proxy method) (materials used would increase claim)
Built for real-world development work
Designed for companies performing ongoing development, process improvement, troubleshooting, and prototyping—where consistent documentation is critical to maximizing SR&ED claims.
You gain:
Audit-ready documentation with full traceability
Clear technical summaries aligned with CRA expectations
Evidence tied directly to timelines and activities
Faster claim preparation with less manual effort
Our approach combines hands-on SR&ED expertise with a structured capture system—so your claims are accurate, complete, and repeatable year after year.
End-to-End SR&ED Support
We handle every stage of the SR&ED process so your team can stay focused on running the business.
Our services include:
Initial eligibility and project assessment
Documentation system setup and ongoing guidance
Preparation of technical narratives and financial documentation
CRA form completion and full claim submission
Complete support and representation during CRA reviews or audits
Ledger & Strategy is modernizing how SR&ED evidence is captured, documented, and defended.