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About Us

About FinanceI
20+Years of
Experience
ABOUT

SR&EDAdvisoryFocusedonAccuracyandDefensibility

Innovit specializes in identifying eligible SR&ED work and preparing technical and financial documentation aligned with CRA requirements. Our focus is on accurately documenting technical uncertainty, experimental development, and supporting expenditures in a way that remains consistent under CRA review. We prioritize defensibility, clarity, and long-term compliance over aggressive or inflated claims. Combined team experience in engineering, R&D documentation, and SR&ED advisory.

Vision

Our Vision

To support genuine innovation by helping companies translate real R&D effort into compliant, well-documented SR&ED claims that withstand review.

Mission

Our Mission

To deliver SR&ED advisory services grounded in technical understanding, accurate documentation, and consistent alignment with CRA expectations from assessment through review.
Our work is guided by CRA SR&ED policies, practical review experience, and real-world R&D understanding.

Who Can Claim SR&ED

R&EDEligibility:WhatActuallyQualifies

SR&ED eligibility applies to work that attempts to resolve technological uncertainty through systematic experimentation and results in technological advancement. Eligibility is based on the nature of the work performed, not the success of the outcome or the size of the company. SR&ED incentives are provided in the form of federal and provincial Investment Tax Credits (ITCs).

Technological Uncertainty

Work involves uncertainty that cannot be resolved using existing knowledge, standard practices, or publicly available methods at the outset of the project.

Systematic Investigation

The work is carried out through a systematic process of experimentation or analysis, including hypothesis formulation, testing, observation, and refinement.

Technological Advancement

The work results in an advancement in technology, such as improved capability, performance, reliability, or understanding beyond what was previously achievable.

Our SR&ED Delivery Framework

HowWeDeliverConsistent

We apply a structured, CRA-aligned process to ensure SR&ED claims are accurate, consistent, and defensible under review

1

Expert Guidance

We provide SR&ED guidance grounded in CRA policy and practical review experience, helping clients interpret eligibility, structure claims, and avoid common compliance pitfalls.

2

Precise Documentation

We prepare technical narratives and financial schedules that clearly document technological uncertainty, experimentation, and supporting expenditures in a manner consistent with CRA expectations.

3

Process Efficiency

We use a structured workflow to gather information efficiently, maintain internal consistency across submissions, and reduce rework during CRA review.

4

Risk Mitigation

We identify potential compliance risks early, ensure supporting evidence is properly aligned, and prepare claims with review and audit considerations in mind.

5

Project-Specific Approach

We tailor each SR&ED claim to the client’s specific technical work and development context, rather than applying generic templates or assumptions.

6

Long-Term Innovation Support

By helping companies recover eligible SR&ED credits accurately, we support continued investment in R&D while maintaining long-term compliance.

Industries We Serve

ExploretheIndustriesWeServe

Empowering diverse industries with tailored risk management solutions, ensuring resilience, compliance, and growth in an ever-changing business.

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Businesses Supported Annually.

$0M


Over in Savings Delivered.

0%


Client Retention Rate.