Stakes
18-month window
Prior-year spend expires permanently. If you've never filed, one or two years may still be open.
SRED for consultants
SRED for Consultants
You sell expertise. Somewhere along the way, you built the software that makes that expertise scalable - a proprietary framework, an assessment engine, a client portal, an AI workflow your team couldn't buy off the shelf.
That build is often where the claim lives. The billable hours usually aren't.
Who this is for
Consultants who build, not only advise
- Ops consultancies with internal tooling
- IT-adjacent consultants doing custom implementations
- Fractional CTO / advisory firms building proprietary platforms
- Consultants who productized their method into software
CRA nuance
Your client contracts matter
Who owns the IP and who bears the technical risk affects who can claim what. If the client owns the work product and directed the development as a work-for-hire, eligibility may sit with them - or nowhere. If you retained IP and took on the uncertainty of building a reusable platform, the claim may sit with you.
This is real CRA nuance. We review contracts early so we don't waste your time building a claim that can't land.
Value
Refundable cash
For CCPCs, credits can be refundable even in loss years - funding the next build without a loan.
Plan
4–6 hours of your time
We write the technical narrative. You give us access to builders, docs, and payroll.
Find out if your consultancy has a claim
We'll map what you build against CRA's three tests - and tell you straight.
Book a Free Eligibility Call