Introduce us to Canadian businesses with R&D activity. We handle SR&ED, grants, and tax credit advisory end-to-end. You earn commission on every successful claim — recurring for three years per referral.
Download the full partner prospectus (PDF) →Here's what your commission actually looks like when you refer an established Canadian client. The math is transparent — and the numbers compound.
Figures are illustrative based on a typical 5-FTE engineering-led Canadian company. Actual claim sizes vary by R&D scope, corporate structure, and program intake windows.
Drag the sliders below to model your annual partner earnings based on your client volume and typical claim size. Real numbers, real math — same formula we use to pay every partner.
It's simple, and profitable. You focus on your clients. We do the technical work, financial costing, and filing. You collect the referral fee.
Connect us with Canadian companies that could benefit from SR&ED tax credits or government grants. Intro email, warm handoff, or just a shared Slack channel — whatever works.
Our team of PhDs, CPAs, and ex-CRA auditors manages the full claim process — eligibility review, technical narrative, financial costing, filing, and audit defence.
Earn commission on every successful claim, for three years per referral. One introduction, multiple years of passive income.
Most partners see their first commission within 60–90 days. Here's the exact sequence — no guesswork, no surprises.
30-minute kickoff. We walk through our process, your client profile, co-branding preferences, and commission mechanics. Partnership agreement signed digitally.
Introduce us to one of your Canadian clients with R&D activity. Warm intro email or live call — your preference. We take it from there, keep you copied on every touchpoint.
We run our standard 4-step process: eligibility review, technical interviews, financial costing, claim preparation. Your client sees your firm as the continuous thread — we work behind the scenes.
CRA approves the claim, client receives their refund, we collect our fee — your 20% partner commission hits your account within 5–10 business days. Year 2 and year 3 payouts fully automated from here.
Our three-year compensation ladder rewards partners who introduce high-quality clients. Commissions are calculated on our net fee — the more your referrals claim, the more you earn.
Start earning commission →We don't partner with everyone. The program works when there's clear alignment between your practice, your clients, and the work we do. Here's who we built it for.
You're losing SR&ED and grants work to specialists every year — or worse, telling clients you can't help. Partner with us and offer the full funding stack under your firm name, without hiring a technical writer or ex-CRA auditor.
You sit on the cash flow conversation. Recovering $200K–$800K in non-dilutive funding per year per client makes you indispensable. Referral commission becomes a second income stream on top of your retainer.
Your portfolio is leaving money on the table. Most founders don't file SR&ED correctly, miss IRAP entirely, or over-pay a generalist firm. We become your non-dilutive capital partner — subsidized rates for portfolio companies, full commission to you.
You already advise on growth capital. Add Canadian government programs to your toolkit without the 10 years it takes to learn them. One warm introduction from you, and we handle everything downstream.
For accounting firms, advisory practices, and boutique CPAs ready to offer more — we operate quietly under your name. Your clients see your firm delivering SR&ED, IRAP, grants, and tax credit advisory. We do the work. You own the relationship.
Client-facing documents, reports, and email communications can all go out under your firm's name and logo. To your clients, it's you — backed by a deeper team.
Offer SR&ED, grants, and audit defence tomorrow without hiring a technical writer, a CPA with R&D expertise, or a former CRA auditor. Your firm looks bigger because, functionally, it is.
We don't pitch your clients other services, don't cross-sell, and don't contact them outside the scope you define. No channel conflict. No poaching. Ever.
You see our cost structure and set your client-facing pricing. Add margin where it makes sense for your practice — or pass it through at cost for the retention win.
Every executive we talk to has the same four concerns. Here's where we address them openly — before you get on a call.
Our partner agreement includes a non-solicitation clause covering three years post-referral. More importantly: channel conflict is business suicide in our industry. Our entire model depends on partners trusting us with warm introductions — if we broke that trust, our business dies. Your client stays your client.
Our success-based fee means we don't file claims that won't qualify — we filter at the eligibility review stage. On the rare occasion CRA flags a claim for review, our ex-CRA auditor leads the defense, included in the fee. Your client never sees you "recommend a vendor that failed" because we don't take files we can't defend.
Warm introduction (5 min), quarterly check-in call (20 min), annual review (30 min). That's it. Everything else — technical interviews, financial costing, narrative writing, CRA correspondence — is our side of the equation. You don't become a part-time SR&ED specialist; you become the person who connected two excellent firms.
A single $180K SR&ED referral earns you $5,400 year one, $2,700 year two, $1,350 year three — $9,450 from one introduction. Payment is automated via direct deposit within 5–10 business days of the refund landing. You see the pipeline in your partner dashboard. No chasing, no guessing.
A concise 8-page PDF covering everything on this page — commission structure, white-label workflow, onboarding timeline, case studies, and contract summary. Built to forward to your co-founders, board, or senior partners.
Still have questions? Book a 30-minute onboarding call to walk through the program.
Book an onboarding call →Unlock non-dilutive capital for your network. Book a brief onboarding call — we'll share partner materials, intake links, and walk through the playbook.