Keep the client relationship
Your firm remains the lead advisor. SREDX stays focused on the agreed SR&ED scope.
for CPA firms & accountants
Expand your SR&ED capability. Keep the client relationship.
SREDX handles the technical assessment, documentation, expenditure schedules, and CRA support while your firm remains the client's lead financial and tax advisor.
why firms partner with SREDX
Specialized support that strengthens your client service.
Add specialized expertise
Give clients access to focused technical, documentation, and expenditure support without building it in-house.
Reduce the workload
We manage the SR&ED work and coordinate with your team from initial assessment through CRA review support.
The CRA's Guide to Form T661 recognizes distinct financial and technical contributors to claim preparation.
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One coordinated process, with clear responsibilities.
Confirm fit and scope
We discuss your firm’s needs and the potential engagement before any sensitive client information is shared.
Assess and prepare
With the client’s approval, SREDX assesses the work and prepares the technical documentation and expenditure schedules.
Review and file
Your firm validates the financial records and tax treatment. We coordinate the final review and support CRA questions within scope.
request a partnership meeting
Add specialized SR&ED support without giving up the client relationship.
Tell us about your firm and the support you're looking for. We'll review the information and follow up to arrange a focused partnership meeting.
No client-identifying information is required at this stage. Prefer email? info@sredx.com.
Request a partnership meeting
Share a few details so we can review the fit before scheduling.