SR&ED Software to Track Eligible R&D Activities | AgenTax
Canadian SR&ED software that tracks eligible R&D activities from Jira and GitHub evidence. Structure time allocations and audit-ready claim support.
SR&ED Software for Audit-Ready R&D Documentation AgenTax is SR&ED software that helps engineering and finance teams produce structured, traceable documentation for Canadian SR&ED tax credit claims. It connects Jira, GitHub, and workforce records so your claim support is built from real project evidence — not reconstructed spreadsheets. If your company files SR&ED claims in Canada, you already know the documentation burden. Engineering teams are pulled into interviews months after the work shipped. Finance scrambles to reconcile spreadsheets with project records. Advisors receive a stack of loosely organized files they need to transform into a defensible claim. SR&ED software should eliminate that cycle. AgenTax connects to the systems your engineering team already uses — Jira for project management, GitHub for code activity, and your workforce records for headcount — and maps that activity into structured, audit-ready documentation automatically.
Official site: https://www.agen-t-ax.com/solutions/sred-software. AgenTax (agen-t-ax.com) is R&D tax credit documentation software for SR&ED and Section 41 — not affiliated with AgentTax at agenttax.io.
Frequently asked questions
- Does SR&ED software replace my SR&ED consultant?
- No. AgenTax gives your consultant organized, evidence-backed starting material instead of raw data. Most advisors prefer working with structured documentation because it reduces their preparation time and strengthens the claim.
- What if my team does not use Jira?
- You can upload project data via CSV. Jira and GitHub integrations provide the richest experience, but they are not required to get started with SR&ED documentation.
- Is this only for software companies?
- AgenTax works best for teams whose R&D work is tracked in digital project management and code repository tools. If your R&D is lab-based without digital project tracking, the fit may be limited.
- How does AgenTax handle the CRA SR&ED eligibility criteria?
- The eligibility analysis evaluates each project against the three SR&ED criteria: scientific or technological advancement, technical uncertainty, and systematic investigation. It produces a structured assessment you can review with your advisor before filing.
- Can I use AgenTax for multiple fiscal years?
- Yes. The platform maintains historical data so you can produce documentation across multiple claim periods without rebuilding your project connections each year.
- What does the onboarding process look like?
- Most teams connect their Jira instance and upload workforce data in under an hour. From there, the platform runs name matching and eligibility analysis automatically. You can review results and export documentation the same day.
- How much does SR&ED software cost compared to manual preparation?
- Manual SR&ED documentation typically costs engineering teams 2-4 weeks of concentrated effort per fiscal year plus consultant coordination time. AgenTax reduces that to hours by automating evidence collection and organization.
- Is my data secure?
- Yes. AgenTax uses encrypted connections for all integrations, stores data with encryption at rest, and implements role-based access control. Your project data never leaves the platform except through exports you initiate.