Resources

Free tools and guides for SR&ED-minded manufacturers

Practical resources written specifically for Canadian advanced manufacturing and materials R&D companies — not generic SR&ED material.

★ Featured · Estimator

SR&ED Refund Estimator

Six questions, 60 seconds. Get an estimated refund range based on your company size, industry sub-segment, R&D intensity, and province. Built around industry-specific multipliers for manufacturing — not generic benchmarks. Excel file, delivered by email.

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Self-check

2-minute SR&ED eligibility check

Not sure if your work qualifies? Answer five questions about your company and R&D activity; we review every submission personally and reply within one business day with an honest read — even when the answer is "this isn't a fit."

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Guide · Coming soon

5 SR&ED Mistakes Manufacturers Make

The most common ways machine shops and fabricators leave money on the table — or get claims reduced under CRA review. Practical, specific, written for an engineering audience. Short PDF guide.

Available shortly
Briefs · Coming soon

Industry-specific eligibility briefs

What SR&ED looks like for your specific sub-segment — separate 2-page briefs for machine shops, additive manufacturing, foundries, coatings, composites, and more. Each tailored to the actual technical patterns CRA recognizes.

Available shortly
Planning

Annual SR&ED planning calendar

Tell us your fiscal year-end and we'll send you a one-page calendar showing your filing deadline and the ideal engagement timing window. Removes the guesswork on "when should we actually start?"

Request the calendar
Conversation

30-minute discovery call

Not a sales pitch. A structured conversation about the technical work your team has been doing, an honest read on eligibility, and a rough refund estimate. No obligation; just useful.

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Get the SR&ED Refund Estimator

Enter your details below. We'll email you the Excel estimator within 1 business day.

Free advice for next year's claim

The single highest-value thing your team can do today to improve next year's SR&ED claim is start contemporaneous documentation. Three concrete habits: (1) keep a one-line decision log per project of what was tried and what was changed; (2) photograph prototypes and failed parts with dates; (3) save email threads where technical decisions were discussed. Each habit takes 10 minutes a week and turns into thousands in defended refund.

Want a real conversation?

Book a 30-minute discovery call. We'll review the technical work your team has been doing and give you a candid assessment of eligibility and refund range.

Book a discovery call