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Documentation Manager

A lack of proper supporting documentation is one of the leading causes of claims being disallowed or reduced.  It is true that tracking software and templates are both useful record-keeping tools, but our experience has shown that adding another layer of complexity to our clients’ record keeping systems is not an effective solution.  In response to this industry-wide problem we have developed our Documentation Manager Program.

With this program we will attend your regular design/production/ R&D meetings at your facility and therefore stay actively engaged with your projects.  This constant contact allows us to prepare meeting notes, take photographs of experimental output, and capture expenditures as they occur.  By shifting the documentation and record keeping activities to us we ensure that you satisfy the SR&ED record keeping requirements, and with no additional burden on you or your staff.