White Glove SR&ED Service — Fully Managed Claim Preparation
Hands-on SR&ED claim preparation with a dedicated specialist. Fully managed from intake to CRA-ready package. For Canadian companies that want expert guidance without paying contingency fees.
What the White Glove service includes
- Dedicated SR&ED specialist assigned to your claim from intake to filing
- Evidence gathering and documentation organization — your specialist handles the heavy lifting
- CRA-aligned T661 project narratives written from your actual technical work
- Financial schedules for salaries, contractors, materials, and overhead
- Defensibility review and risk-flagging before export — every claim is stress-tested
- Accountant-ready handoff with cross-referenced schedules and evidence index
- Flat fee, no percentage of your refund — you keep what CRA issues
How the White Glove process works
- Step 1: Book a brief intake call to discuss your company, projects, and timeline
- Step 2: Your specialist gathers evidence and organizes your documentation
- Step 3: T661 narratives and financial schedules are prepared based on your actual work
- Step 4: Expert review before final export — every claim is risk-assessed
- Step 5: Accountant-ready handoff with cross-referenced schedules and evidence index
Who the White Glove service is for
- First-time SR&ED claimants with multiple projects who want hands-on guidance
- Companies with very large claims (>$1M in eligible expenditures) where CRA adjustment risk is high
- Businesses where CRA has already initiated a review or dispute
- Sectors like biotech or pharmaceutical where eligibility is especially nuanced
- Teams that want a dedicated expert without the 15–30% contingency fee model
Typical pricing
Scoped after a brief review of your situation. Typically far below the 15–30% contingency charged by traditional consultants — often 2–7% depending on claim size and complexity. You receive a fixed quote before any work begins.
Common questions
Does White Glove replace my accountant?
No. sredy.io prepares the claim documentation. Your accountant or CPA still submits the T661 and Schedule 31 with your T2 corporate return, and reviews the figures for accuracy. The platform makes that review as efficient as possible.
How long does the White Glove process take?
Typically 2–4 weeks from intake to accountant-ready export, depending on the complexity of your claim and how quickly you can provide access to documentation.
What documentation do I need to provide?
Your specialist will guide you through exactly what's needed: time records, technical project descriptions, financial records, and any existing design documents or test results.
Related SR&ED guides
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