Why SR&ED Consultants Are Switching to Accelerated Documentation Tools

Streamlining SR&ED Claims with AutoDoc’s AI-Powered Documentation Platform

In today’s competitive innovation landscape, SR&ED consultants are under more pressure than ever to deliver accurate, compliant, and timely claims for their clients. However, traditional documentation practices, manual tracking, scattered spreadsheets, and year-end data scrambling are no longer sustainable.

If you're still managing SR&ED claims manually, you're likely wasting time, increasing audit risk, and missing eligible R&D activities. This is where AutoDoc comes in.

The Hidden Cost of Manual SR&ED Documentation

For many firms, SR&ED compliance remains an operational burden. Consultants spend hours digging through project files, interviewing engineers, and formatting reports to meet Canada Revenue Agency (CRA) requirements.

According to a case study conducted with Conceptinero, a leading SR&ED consulting firm, firms that switched to AutoDoc’s platform reduced SR&ED documentation time by 50–70%, while significantly improving claim accuracy and audit confidence.

AutoDoc has been an invaluable tool... It’s dramatically simplified the SR&ED claim process and saved hours of time better spent solving R&D problems rather than defending them to CRA.
- Kevin Kelner, Managing Director, Conceptinero

What Is AutoDoc?

AutoDoc is a purpose-built SR&ED documentation platform designed to support consultants in automating and organizing technical reports, code-level insights, and activity tracking. It seamlessly integrates with tools like Jira, GitHub, and Confluence, ensuring all project data is captured, centralized, and CRA-compliant.

Unlike SR&ED consulting services, AutoDoc doesn’t compete with consultants, it empowers them.

Key Benefits of Using AutoDoc for SR&ED Consultants

• Capture Every Eligible R&D Activity – AutoDoc tracks project activities directly from your dev tools, ensuring nothing is missed.
• Eliminate Documentation Bottlenecks – Structure and centralize all documentation in real-time, saving weeks of manual catch-up.
• Save Up to 70% on Documentation Time – Focus on advising clients instead of compiling evidence.
• Ensure CRA Audit Readiness – AutoDoc creates structured, audit-ready technical reports to meet CRA guidelines.
• Find Hidden SR&ED Opportunities – Surface untracked work, contractor expenses, and technical effort often missed in manual claims.

Why This Matters to Your SR&ED Consulting Business

The SR&ED program is one of Canada's most valuable tax incentives, yet many firms lose out due to disorganized documentation or inefficient workflows. With rising audit scrutiny and increased demand for accurate technical claims, the firms that succeed are those that adopt better systems, not just more staff.

• Deliver more value to clients
• Improve internal efficiency and scalability
• Gain a competitive edge in a saturated market

Ready to Modernize Your SR&ED Workflow?

If you're an SR&ED consultant looking to optimize claims, reduce risk, and save time, AutoDoc was built for you.

Book a demo today and see how AutoDoc can support your practice.