Maximize Refund with a product led SR&ED claim

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Our Output Metrics

100%
Track record
$4M+
SR&ED Refund generated
14+ yrs
Experienced CPA
13+ yrs
Experienced Techie
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8 SR&ED Tricks You Can't Afford to Miss
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Inference PM Advantage

Customized to your timelines and your processes.

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Experienced team

Our SR&ED team consists of seasoned technical and financial experts with 25+ years of combined experience.

100% track record

Proven track record

100% claim success. Plus our finance expert is a 2024 Canadian Choice award winner!

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Personalized Service

We emphasize relationships, trust and work with you to craft a tailor made process.

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Speed and reliability

Coming up against a deadline? We got you! We offer expedited service so you can be worry free.

Words from our Customers

Our SR&ED team

Meet our technical and financial experts

Varsha Shankar

CEO & Techie
  • 12+ yrs Tech industry experience
  • MBA, MSE Robotics, BE Computer Science
  • 7+ yrs Tech Product management
  • Former data scientist and engineer
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Vipul Jain

Finance Partner
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What to Expect

1. SR&ED assessment call

Call with your CTO, lead engineer or technical PM to identify SR&ED eligible projects  

2. Technical information gathering

Capture project details, technical complexity and results. Usually the longest step in the process to establish a rock-solid claim.

3. Financial information gathering

Capture expenses, salaries and project time to compile your potential refund.

4. SR&ED document review

Read through our draft claim and provide feedback

5. SR&ED claim submission

We will submit your claim to the CRA or collaborate with your accountant to do so. In the event of an audit, don't worry - we'll be there every step of the way!