The SR&ED Process
The SR&ED Process Designed for Innovators, Not Administrators.
Our expertise. Zero anxiety.
[Pharmaceuticals]
Our expertise. Zero anxiety.
The Checkpoint Process
Entry consultation
Baseline:
The Checkpoint difference:
We speak your technical language from day one and quickly map your eligibility potential—without wasting your team’s time.
Eligibility review
Baseline:
The Checkpoint difference:
Our team separates routine work from true technical uncertainty—so you’re not guessing what qualifies.
Technical discovery
Baseline:
The Checkpoint difference:
We extract the right technical artifacts and translate them into CRA-ready language in the background—so your team stays focused on core work, not admin tracking.
Claim Preparation & Submission
Baseline:
The Checkpoint difference:
We build claims to be defensible, consistent, and review-ready from the start.
Proactive Compliance
Baseline:
The Checkpoint difference:
We establish a frictionless rhythm of monthly or quarterly checkpoints to capture eligible activities and costs in real-time, ensuring nothing is missed and next year's claim is always maximized.
CRA Audit and Review Defense
Baseline:
The Checkpoint difference:
If the CRA asks questions, we stand by the work and guide your team through responses and review steps.
Entry consultation
Baseline:
The Checkpoint difference:
We operate strictly on a success-fee basis—we win only when you receive the capital to fund your next R&D cycle.
Aligned with your success.
No upfront fees.
We believe in the quality of defensible, evidence-based claims.
Our expertise.
Zero anxiety.
Frequently Asked Questions
We speak your technical language
What is the CRA’s "Why and How" framework?
The "Why and How" framework is the CRA’s current assessment standard, replacing the legacy "Five Questions." It strictly evaluates the technical impetus for your project (the 'Why') and the systematic rigor of your execution (the 'How').
What constitutes "contemporaneous documentation"?
Contemporaneous documentation refers to raw evidence generated during the execution of the work. Retroactive documentation drafted months after project completion is heavily scrutinized and frequently rejected by the CRA.
Which specific artifacts should our engineering team preserve?
Preserve time-stamped artifacts tied directly to technical roadblocks. Commit logs, Jira/Linear tickets, Slack threads detailing failed tests, architecture whiteboard photos, and granular timesheets are the gold standard of evidence.
What is the typical post-submission timeline?
Following automated screening, claims are either accepted as filed or flagged for compliance checks. These range from a basic "Desk Review" of your financial schedules to a comprehensive "Site Visit" by a CRA technical advisor.
How should our technical team interact with a CRA Advisor (RTA)?
Treat the review as a peer-to-peer technical defense, not an audit. Lead with your senior engineers, focus exclusively on the technological roadblocks, and rely heavily on visual architecture diagrams rather than industry jargon.
Let’s Assess Your R&D Potential
+1 (365) 525-2505