Multi-Program Support • All Industries

Transform R&D Data Into
Tax Credit Documentation

Automatically generate compliant documentation for US R&D, Canada SR&ED, UK R&D Tax Relief, and UAE R&D Programs — with complete evidence trails and full traceability.

60-80% more R&D identified
10x faster processing
100% compliance rate
United States
R&D Tax Credit
20%
Canada
SR&ED
35-41%
United Kingdom
R&D Tax Relief
13-33%
United Arab Emirates
UAE R&D Tax Credit (Phase 1)
Up to 50% (tiered: 15% / 35% / 50%)

Trusted by innovative companies

Conceptinero
WAIO
TicketLabs

See It In Action

Interactive demo: Select a program to see actual documentation output

Form 6765 Documentation
Input: Raw Project Data

"Project notes: "Testing new database indexing to improve query performance""

AutoDoc processing...
Output: R&D Tax Credit Documentation

Form 6765 Documentation: "Systematic investigation into novel multi-level indexing algorithms to eliminate uncertainty regarding optimal data structure for sub-100ms query response times with 10M+ records. Process involved iterative experimentation with B-tree, hash, and hybrid approaches. Technological advancement achieved through innovative caching layer reducing query time by 85%."

Evidence Linked:
GitHub commitsPerformance test resultsDesign documentsCode reviews

Manual vs AutoDoc Sanitizer

See the difference in time, accuracy, and compliance

Time to Complete
Manual
40-60 hours
AutoDoc
4-6 hours
R&D Activities Identified
Manual
20-30%
AutoDoc
60-80%
Evidence Linking
Manual
Manual, error-prone
AutoDoc
Automatic, complete
Compliance Rate
Manual
60-70%
AutoDoc
100%
Audit Readiness
Manual
Incomplete trails
AutoDoc
Full traceability
Multi-Program Support
Manual
Single program focus
AutoDoc
US, CA, UK, UAE
Cost per Claim
Manual
$5,000-$15,000
AutoDoc
Included in subscription

Enterprise-Grade Security & Compliance

Your data is protected with industry-leading security standards

Data Security

End-to-end encryption, SOC 2 compliant, regular security audits

Compliance Standards

GDPR compliant, CRA/IRS/HMRC ready, audit trail maintained

Uptime & Reliability

99.9% uptime SLA, automated backups, disaster recovery

How It Works

From scattered data to submission-ready documentation in four simple steps

01

Connect Your Data

Link your existing tools — Jira, GitHub, lab notebooks, project management systems, or upload files directly

02

AI Analysis

Our AI identifies R&D activities, extracts technical details, and preserves context across all your data sources

03

Evidence Linking

Automatically connects commits to tickets, documents to decisions, and maintains complete audit trail

04

Generate Documentation

Export fully compliant documentation for your chosen program — ready to submit with complete evidence trails

Actual Documentation Output

See real examples of generated documentation for each program

R&D Tax Credit
Form 6765
Generated Section
Form 6765 Documentation: "Systematic investigation into novel multi-level indexing algorithms to eliminate uncertainty regarding optimal data structur...
Ready to submit • Evidence linked • 100% compliant
SR&ED
T661
Generated Section
SR&ED Technical Narrative: "Technical uncertainty existed regarding optimal heat treatment temperature and duration to eliminate material stress fract...
Ready to submit • Evidence linked • 100% compliant

Seamless Integrations

Connect with your existing tools — no migration needed

📋
Jira
Auto-sync enabled
💻
GitHub
Auto-sync enabled
📝
Confluence
Auto-sync enabled
🔬
Lab Notebooks
Auto-sync enabled

The Transformation

See how scattered, incomplete data becomes fully compliant, submission-ready documentation

Before: Scattered Data

Jira ticket: "Fix performance issue"

No context • No evidence • No compliance

GitHub commit: "Optimize queries"

No context • No evidence • No compliance

Lab note: "Test new formulation"

No context • No evidence • No compliance

Design doc: "Improve process"

No context • No evidence • No compliance

Result: $0 Claimed

No documentation. No evidence trail.

After: Compliant Documentation

SR&ED Technical Narrative (T661 Part 2)

Technical uncertainty existed regarding optimal database indexing strategies to achieve sub-100ms response times for queries involving 10M+ records. Systematic investigation involved development and testing of novel multi-level indexing algorithms...

Evidence trail linked • 12 commits • 3 design docs • 2 test results
$45,000
Eligible R&D • 100% CRA Compliant • Ready to Submit

Works Across All Industries

From software to manufacturing, healthcare to energy — AutoDoc identifies R&D across every sector

💻

Software & Technology

API optimization
Algorithm development
System architecture
Cloud infrastructure

Identifies 60-70% more eligible R&D from code commits, tickets, and technical documentation

🏭

Manufacturing & Engineering

Process optimization
Material science
Quality control innovation
Automation systems

Captures 70-80% more R&D from production logs, test results, and engineering notes

🏥

Healthcare & Life Sciences

Drug development
Medical device innovation
Clinical research
Biotechnology

Documents 65-75% more eligible research from lab notebooks, trial data, and research logs

Energy & Clean Tech

Renewable energy systems
Battery technology
Efficiency improvements
Carbon capture

Identifies 70-85% more R&D from research projects, test data, and technical studies

Real Impact, Real Results

See the measurable difference AutoDoc Sanitizer makes

$200K+
Average Additional Claims
Per company per year
1,400+
Hours Saved
Per company annually
95%
Faster Audit Response
Evidence retrieval time
100%
Submission Success Rate
First-time approval

Complete Evidence Trail

Every claim is fully traceable back to source — truthfully, cleanly, and defensibly

Complete Traceability

Every narrative statement links directly to source evidence — tickets, commits, documents, decisions

Audit-Ready

If CRA, IRS, HMRC, or UAE tax authorities ask "prove it," you can trace every claim back instantly

Defensible Documentation

No gaps. No missing links. Every piece of evidence is connected, dated, and verifiable

Complete Support for Every Major R&D Program

Detailed documentation generation for each program with full compliance and evidence trails

United States

R&D Tax Credit
Form: Form 6765 • Rate: 20%
20%
Tax Credit Rate

Qualified Research Expenses (QREs) credit for experimental development

Required Documentation

  • Four-Part Test Documentation
  • Experimentation Narrative
  • QRE Substantiation
  • Nexus Documentation
  • Technical Uncertainty Evidence

How AutoDoc Generates It

  • 1
    Identifies qualifying research activities using the four-part test
  • 2
    Documents permitted purpose, elimination of uncertainty, process of experimentation, and technological nature
  • 3
    Substantiates qualified research expenses (wages, supplies, contract research)
  • 4
    Creates experimentation narratives with evidence linking
  • 5
    Generates Form 6765 compliant documentation with complete audit trail

Real Example: Transformation

Input: Raw Data

"Project notes: "Testing new database indexing to improve query performance""

Output: Compliant Documentation

Form 6765 Documentation: "Systematic investigation into novel multi-level indexing algorithms to eliminate uncertainty regarding optimal data structure for sub-100ms query response times with 10M+ records. Process involved iterative experimentation with B-tree, hash, and hybrid approaches. Technological advancement achieved through innovative caching layer reducing query time by 85%."

Evidence Linked:
GitHub commitsPerformance test resultsDesign documentsCode reviews

Key Benefits

20% credit on qualified research expenses
Carryforward for 20 years
Carryback for 1 year
Payroll tax offset for startups

Canada

SR&ED
Form: T661 • Rate: 35-41%
35-41%
Tax Credit Rate

Scientific Research and Experimental Development tax credit program

Required Documentation

  • Technical Narrative (T661 Part 2)
  • Financial Proxies
  • Evidence Trail
  • Technical Uncertainty Documentation
  • Systematic Investigation Evidence

How AutoDoc Generates It

  • 1
    Identifies SR&ED-eligible activities across all industries
  • 2
    Documents technical uncertainty, systematic investigation, and technical advancement
  • 3
    Creates CRA-compliant technical narratives (T661 Part 2)
  • 4
    Links evidence to technical claims with complete traceability
  • 5
    Generates financial proxies and expense allocation documentation

Real Example: Transformation

Input: Raw Data

"Lab notes: "Testing new heat treatment protocol for material stress reduction""

Output: Compliant Documentation

SR&ED Technical Narrative: "Technical uncertainty existed regarding optimal heat treatment temperature and duration to eliminate material stress fractures in high-tolerance components. Systematic investigation involved controlled experiments at varying temperatures (200-400°C) and durations (1-4 hours). Technical advancement achieved through novel protocol reducing stress fractures by 92% while maintaining material integrity."

Evidence Linked:
Lab notebooksTest resultsMaterial analysis reportsProcess documentation

Key Benefits

35% refundable credit (CCPC)
41% non-refundable credit (large corps)
No cap on eligible expenses
Can be carried forward indefinitely

United Kingdom

R&D Tax Relief
Form: CT600 • Rate: 13-33%
13-33%
Tax Credit Rate

R&D Tax Relief and R&D Expenditure Credit (RDEC) schemes

Required Documentation

  • R&D Project Description
  • Technical Narrative
  • Qualifying Expenditure Breakdown
  • Evidence of Innovation
  • HMRC Compliance Documentation

How AutoDoc Generates It

  • 1
    Identifies qualifying R&D projects under HMRC guidelines
  • 2
    Documents technical advancement and scientific/technological uncertainty
  • 3
    Creates detailed project descriptions and technical narratives
  • 4
    Allocates qualifying expenditure (staff costs, consumables, software, subcontracting)
  • 5
    Generates CT600 compliant documentation with HMRC-ready evidence

Real Example: Transformation

Input: Raw Data

"Project documentation: "Developing new algorithm for real-time data processing""

Output: Compliant Documentation

R&D Tax Relief Documentation: "Project addressed scientific uncertainty in achieving real-time processing of 1M+ events/second with <10ms latency. Systematic investigation involved development and testing of novel event streaming architecture using distributed computing principles. Technical advancement achieved through innovative batching and parallel processing techniques, enabling 5x improvement in throughput."

Evidence Linked:
Architecture diagramsPerformance benchmarksCode repositoriesTechnical specifications

Key Benefits

SME Scheme: 86% enhanced deduction (19% effective rate)
RDEC Scheme: 13% above-the-line credit
Large company RDEC: 13% credit
Can be carried forward or surrendered for cash

United Arab Emirates

UAE R&D Tax Credit (Phase 1)
Form: Corporate Tax / Top-up Tax return • Rate: Up to 50% (tiered: 15% / 35% / 50%)
Up to 50% (tiered: 15% / 35% / 50%)
Tax Credit Rate

Corporate Tax R&D tax credit under Cabinet Decision 215/2025 and Ministerial Decision 24/2026 (tax periods from 1 Jan 2026)

Required Documentation

  • R&D Project Documentation
  • Technical Innovation Evidence
  • Expenditure Documentation
  • Compliance with UAE Tax Law
  • Evidence of Scientific Advancement

How AutoDoc Generates It

  • 1
    Identifies R&D activities qualifying under UAE tax regulations
  • 2
    Documents scientific and technological innovation
  • 3
    Creates comprehensive R&D project documentation
  • 4
    Allocates and substantiates R&D expenditures
  • 5
    Generates UAE tax-compliant documentation with complete evidence trail

Real Example: Transformation

Input: Raw Data

"Research notes: "Developing new AI model for predictive maintenance""

Output: Compliant Documentation

UAE R&D Documentation: "Project addressed technological uncertainty in developing AI models capable of predicting equipment failures with >95% accuracy. Systematic investigation involved training and testing multiple machine learning architectures (neural networks, random forests, gradient boosting). Technical advancement achieved through novel ensemble approach combining multiple models, achieving 97.3% prediction accuracy."

Evidence Linked:
Model training logsAccuracy reportsResearch papersTechnical documentation

Key Benefits

Tiered credit on qualifying R&D expenditure (min. staff thresholds per tier)
Phase 1: non-refundable credit with carryforward (subject to conditions)
R&D Council pre-approval required per project; Frascati-style activity tests
Claim with CT return; 7-year technical and financial record retention

Ready to Transform Your R&D Data?

Start capturing 60-80% more R&D tax credits with documentation that's 10x faster to create and 100% compliant.