R&D tax credits · evidence that holds up
Turn everyday R&D activity
into unquestionable tax credits
Automatically capture technical evidence from your team's existing software, lab systems, and project tools. No timesheet chasing. No year-end panic.
Tax advisors validate every claim before filing. Fully compliant across US, Canadian, UK, UAE, and Australian R&D tax programs.
Four things to know
The problem
Lost proof
Innovation happens every day. Tax claims still get rebuilt from timesheets and year-end interviews — so eligible work goes undocumented.
What we do
Capture
AutoDoc quietly collects technical evidence from the systems your teams already use, then structures it for R&D tax credit claims.
What we prove
$95M+
Client credits secured through our Conceptinero partnership track record — with a 94% claim success rate.
Where we work
5
R&D tax incentives and cash credits in the US, Canada, UAE, UK, and Australia — one evidence process, five programs.
1 · The Problem
The R&D tax dilemma: innovation happens daily, evidence gets lost
Your teams solve hard technical problems every week. Tax and finance still inherit incomplete proof when filing season arrives.
Timesheets don’t prove technical R&D
Generic hours on a spreadsheet don’t show tax authorities what technical problems were solved — or why the work qualifies for credit.
Year-end memory is unreliable
Reconstructing a year’s worth of experimental work through interviews leads to missed activity, lost tax dollars, and weak documentation.
R&D teams hate writing tax reports
Pulling engineers, scientists, and plant managers away from primary projects to write tax narratives wastes expensive time.
Audits expose technical gaps
When tax authorities audit a claim, they ask for timestamped proof of technical uncertainty and trial-and-error. Static summaries often fail under scrutiny.
Without continuous evidence
- ·Year-end scramble to reconstruct eligible work
- ·Technical staff pulled into interviews and report writing
- ·Weak links from claimed hours to what actually happened
- ·Missed credit value — and audit risk on what you do claim
With AutoDoc
- →Continuous capture from systems you already run
- →Zero extra reporting chore for R&D staff
- →Every claim line tied to dated technical records
- →Maximized credit value with audit-ready defensibility
2 · The Solution
Continuous, system-driven evidence — reviewed by real experts
AutoDoc runs silently in the background of your team’s daily tools — whether that’s project software, lab notebooks, design logs, or technical communications.
Zero extra work for R&D staff
No asking technical teams to write reports or log specialized tax hours.
Timestamped proof
Captures design changes, testing logs, and problem-solving activity as it actually happens.
Human advisory oversight
AI organizes the raw technical records; experienced R&D tax consultants review and sign off on every boundary before anything goes into a tax return.
Your team works
Same tools, same process — nothing new to learn
AutoDoc captures
Technical R&D documented silently in the background
You recover value
Maximum credit, minimal effort, full audit trail
3 · How It Works
How AutoDoc connects your operations to tax claims
Four clear stages. Same process whether you run a lab, a plant, a job site, or a product org.
STEP 01
Ingest
Connect the systems where R&D already happens — project tools, lab notebooks, design platforms, plant systems, and technical docs.
→STEP 02
Identify
Group raw activity into distinct technical projects and surface the trial-and-error that tax programs actually reward.
→STEP 03
Validate
Experienced R&D tax consultants review every project boundary before anything enters a claim package.
→STEP 04
File
Deliver audit-ready documentation with a complete trail from each claimed dollar back to dated technical records.
Industry · systems · what we capture
Recognizable platforms with open developer access — so evidence comes from how your industry already works.
| Industry | System sources connected | What we automatically capture |
|---|---|---|
Software & Tech     | GitHub, Jira, Azure DevOps, Linear | Technical specifications, bug investigations, architecture shifts |
Pharma & Life Sciences     | Benchling, LabArchives, LIMS / ELN platforms | Experimental protocols, trial results, formulation changes |
Manufacturing & Hardware     | Autodesk, Siemens PLM, SAP, Onshape | CAD revisions, engineering change orders, testing logs |
Construction & Infrastructure     | Procore, Trimble, Bentley, Bluebeam | RFIs, field design modifications, structural test logs |
Agritech & Food Science    | Field systems, ERPs, NetSuite, SAP | Formulation trials, yield testing, plant trial data |
Academia & Research    | OSF, Zenodo, Overleaf, ORCID | Research records, publications, open science artefacts |
Software & Tech
Systems
GitHub, Jira, Azure DevOps, Linear
We capture
Technical specifications, bug investigations, architecture shifts
Pharma & Life Sciences
Systems
Benchling, LabArchives, LIMS / ELN platforms
We capture
Experimental protocols, trial results, formulation changes
Manufacturing & Hardware
Systems
Autodesk, Siemens PLM, SAP, Onshape
We capture
CAD revisions, engineering change orders, testing logs
Construction & Infrastructure
Systems
Procore, Trimble, Bentley, Bluebeam
We capture
RFIs, field design modifications, structural test logs
Agritech & Food Science
Systems
Field systems, ERPs, NetSuite, SAP
We capture
Formulation trials, yield testing, plant trial data
Academia & Research
Systems
OSF, Zenodo, Overleaf, ORCID
We capture
Research records, publications, open science artefacts
Supported R&D tax programs
Cash incentives and tax credits that reward qualifying research — framed in plain language first, program codes second.
4 · Watch
See AutoDoc in two minutes
How finance and tax teams substantiate R&D credits without chasing technical staff for year-end write-ups.
How Finance Teams Substantiate R&D Tax Credits — Without Chasing Engineers
YouTube channel →5 · Built for tax defensibility
Built for tax defensibility — not chatbot guesses
Most AI summaries struggle with tax compliance because the rules require precise legal and technical boundaries. AutoDoc is built differently.
Automated context mapping
Groups raw activity — project updates, files, tests, and technical records — into distinct, eligible projects.
Technical uncertainty detection
Highlights trial, error, and unexpected failure — the exact proof tax auditors look for.
Complete audit trail
Every dollar claimed links back to a dated design file, test log, or project update.
Consultant sign-off gate
AI never files a claim. Human tax specialists review and calibrate every project before narrative assembly.
Tax specialists stay in control
Partner advisors validate technical complexity, eligibility criteria, compliance, and claim optimization at every gate.
- · Boundaries signed off before filing
- · Corrections feed better results over time
What auditors actually ask for
- Dated records tied to specific technical work
- Full trail: claimed dollars → project → source record
- Narratives constrained to work you can prove
6 · Proven Results
Track record that travels with every share
Numbers from leadership, the Conceptinero partnership, and real advisory outcomes — not vanity metrics.
Conceptinero partnership outcomes
“Autodoc has been an invaluable tool for our clients. The seamless integration with Jira and Github combined with automated reporting and proactive compliance features, has dramatically simplified the SR&ED claim process, saved our client's hours of time that is better spent solving R&D problems, rather than defending them to CRA.”
Kevin Kelner
Managing Director, Conceptinero
Trusted by innovative companies
7 · Try it yourself
Free tools for US, Canada, and UAE — value before you onboard
Start with a qualifier or Q&A assistant today. After onboarding, continue and save those conversations on the platform — they become inputs to your claim evidence.
From first question to claim package
These tools are useful on their own. On the full platform, a saved R&D conversation is not a dead end — it feeds eligibility review, evidence linking, and dossier preparation.
US
United States
Federal R&D tax credit — eligibility & uncertainty
CA
Canada
SR&ED tax incentive — briefing & documentation
UAE
United Arab Emirates
UAE R&D tax credit — 2026 program briefings
8 · The evidence layer
This is the layer Big 4 drafting cannot replace
Advisory firms excel at narratives and filings. AutoDoc specializes in the evidence, defensibility, and audit trail underneath — so every claim line stays traceable.
Stage 01
Ingest
Connect the systems where R&D already happens — project tools, lab notebooks, design platforms, plant systems, and technical docs.
Stage 02
Identify
Group raw activity into distinct technical projects and surface the trial-and-error that tax programs actually reward.
Stage 03
Validate
Experienced R&D tax consultants review every project boundary before anything enters a claim package.
Stage 04
File
Deliver audit-ready documentation with a complete trail from each claimed dollar back to dated technical records.
Optional detail: full internal process checklist
What happens behind the scenes after onboarding. Your team does not run these steps — AutoDoc does. Shown here for transparency, not as an onboarding to-do list.
Lock a reproducible starting point with checksums
Clean and structure records from connected systems
Collect project, people, and activity metadata
Match people across timesheets, tools, and aliases
Separate candidate R&D from routine delivery
Group activity into coherent technical investigations
Merge into filing-ready claim projects
Pull dated technical statements from records
Preserve file updates and design change history
Score uncertainty, investigation, and advancement
Mark in-scope, support-only, and excluded work
Map eligible time to claim projects
Remove routine or poorly supported rows
Finance handoff tables without salary exposure
Build project packages with evidence and hours
Combine into a single defensibility document
Issue registers and reviewer talking points
Lock the reviewed set as the official record
Confirm file-now vs. defer or exclude
Compile the frozen package for submission
Prepare evidence-constrained rewrite inputs
Produce filing-ready prose tied to proof
Dossiers, addendum, and filing outputs
Audit trail and final review pack — frozen
What Big 4 already owns
Drafting & advisory workflows
- ·Templates, narratives, and filing packages
- ·Multi-country tax judgment and risk transfer
- ·Client relationships and year-end claim assembly
Where AutoDoc specializes
Evidence · defensibility · audit trail
- →Provenance from source systems to claim assertions
- →Versioned evidence with human review gates
- →The layer that makes filings repeatable and audit-ready
Deep dive
Why the evidence layer is the real bottleneck — and why Big 4 cannot simply build it
Architecture guide for Big 4 and enterprise tax teams: how evidence lineage differs from drafting workflows, and where specialized platforms fit.
9 · What's Next
See your unclaimed credit value — then lock it in
Book a short executive briefing. We’ll show the platform live and map AutoDoc to your stack, tax programs, and claim calendar.
Discover
Identify unclaimed R&D credit value across your programs.
Secure
Structure defensible evidence for every credit — audit-ready from day one.
Sustain
Keep claims current and traceable year-round — no more year-end reconstruction.
Ready when you are
Share this page with leadership, tax, and operations stakeholders — then book a live walkthrough.
Prefer a proof point? Conceptinero case study