SR&ED Software vs. Traditional Consultants
Traditional SR&ED consultants charge 15–30% of your refund as their fee. On a $200,000 credit, that's $30,000–$60,000 in consultant fees. sredy.io is a fixed-fee alternative — not a percentage of what you receive.
How the traditional consultant model works
Most SR&ED consultants work on contingency — they charge a percentage of the credit you receive, typically 15% to 30%. On a $300,000 SR&ED refund, a 20% contingency fee is $60,000. That's money the program was designed to return to your company to fund future R&D.
What a traditional consultant provides
- Experienced specialists with direct CRA knowledge
- Handling of the full filing process from intake to submission
- Accountability for the claim narrative quality
- Representation during CRA reviews (for some engagements)
The sredy.io approach
sredy.io is structured claim preparation software. You answer guided questions about your technical work — the same questions a CRA reviewer would ask — and the platform generates a structured filing package aligned with T661 requirements.
- Fixed flat fee — $299 per SR&ED Claim Package (Self-Serve), custom for White Glove
- No percentage of your refund — you keep what CRA issues
- Structured T661 narratives based on your actual project data
- Financial schedules for salaries, contractors, and materials
- CRA readiness review and evidence index included
- Designed to hand off directly to your accountant
Traditional consultant (20%)
- 15–30% of your refund
- Variable, often opaque fees
- Consultant owns the narrative
- Long engagement timelines
sredy.io flat fee
- $299 or custom flat fee
- You own the claim package
- Accountant reviews and files
- Export in days, not months
When a consultant still adds value
sredy.io doesn't replace every role a consultant plays. There are situations where working with a specialist remains the right choice:
- Very large claims (>$1M in eligible expenditures) where the risk of CRA adjustment is high
- First-time claimants with complex multi-project portfolios who want hands-on guidance
- Claims where CRA has already initiated a review or dispute
- Sectors like biotech or pharmaceutical where eligibility is especially nuanced
The role of your accountant
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 is designed to make that review as efficient as possible.
Common questions
What percentage do SR&ED consultants typically charge?
Most SR&ED consultants work on contingency, charging 15–30% of the credit you receive. On a $200,000 refund, that's $30,000–$60,000 paid to the preparer.
Does sredy.io replace my accountant or CPA?
No. sredy.io prepares the claim documentation — T661 narratives, financial schedules, and evidence index. Your accountant still reviews the figures and files with your T2 return.
When does the White Glove option make sense?
The White Glove option pairs you with an SR&ED specialist for complex situations — very large claims, first-time filings with multiple projects, or cases where CRA has initiated a review.
Related SR&ED guides
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Prepare your SR&ED claim with AI assistance
sredy.io generates structured, CRA-ready claim packages for a fixed fee. No consultant percentage.