AegisA draft your CPA can file
T661 technical narratives (lines 242 / 244 / 246) with every assertion linked to a dated artifact, an expenditure worksheet your CFO can reconcile, and a handoff package for your filer.
L-00The pilot
A fixed fee, quoted before you start. Never a percentage.
SR&ED preparation in Canada typically runs 15–30% of the credit on contingency. We think that pricing punishes exactly the companies doing the most R&D — so we don’t use it. Your quote is fixed at the eligibility screen, in writing, before any work begins.
L-01What we promise
Deliverables and honesty — not outcomes.
Nothing leaves your building
Ingest and drafting run on your hardware or under your supervision. Your security team can verify the air-gap offline, before anything runs.
The truth, early
If the eligibility screen suggests your year won’t support a worthwhile claim, we tell you on that call — before any engagement, before any invoice. And we never guarantee credit amounts. Nobody honest can.
What the pilot includes
- Evidence ingest on your hardware — git history including unmerged branches, plus documents you add
- Drafted T661 narratives, every assertion cited
- Structured engineer interviews → dated, citable testimony
- Expenditure worksheet, method stated
- Question sheets + evidence index — audit defense from day one
- Handoff package your CPA files with your T2
See the shape of the deliverable: sample claim pack (synthetic data, PDF) →
How the engagement works
- Free 30-minute screen → written fixed quote
- 50% at kickoff · 50% on draft delivery
- Your CPA signs and files — their job smaller, their signature theirs
- No percentage of your refund. Ever.
L-02Fair questions
Asked by every CFO so far.
Why not a percentage, like everyone else?
Percentage pricing rewards claim inflation and punishes claim growth — the better your R&D year, the more you pay for the same work. A fixed fee means our only incentive is a claim that survives review, because that is what earns year two.
What do you need from us?
Read access to the relevant repositories on a machine you control, a payroll CSV export, and roughly two hours of engineer time for structured interviews. That’s the whole ask.
What happens if CRA reviews the claim?
You hold an evidence index that maps every narrative sentence to a dated artifact, the interview record, attestation trail, and the costing tie-out. That package exists from day one — not reconstructed after a review letter arrives.
What about next year?
Year two is a continuous-evidence subscription: monthly snapshots, R&D tagging during the year, and a claim that assembles from evidence captured when the work happened. Scoped after your pilot.