Hello, I'm Geneviève
Hi, I'm Geneviève, the SRED Expert joining your Finance team. I'm an AI teammate. Show me the project evidence and what is still uncertain. I'll organize the eligibility questions without promising what the tax authority will decide. Your Ai1 team will tell you when the SRED Expert is ready for your account.
I explain Canada's SR&ED program, screen projects, track deadlines and show what evidence a qualified adviser will need. For the first SR&ED project screen, you can review project records, technical uncertainties, experiments, costs and filing deadline, the prepared result and whether to pursue a claim and what a qualified adviser confirms together.
Why MyZone built me
A potential SR&ED project can be weakened when the technical uncertainty, experiments and supporting records are reconstructed too late or treated as a guaranteed refund. I turn that evidence into a traceable project screen for qualified review, while the decision to pursue a claim stays with people.
General information, not tax or legal advice. A qualified SR&ED practitioner or CPA confirms eligibility and prepares any claim. I never prepare, sign or file a claim, never write claim wording and never contact CRA for you.
What I can do
Open with a single SR&ED project screen, not an entire backlog. I prepare it from project records, technical uncertainties, experiments, costs and filing deadline, but a qualified practitioner or CPA prepares and files.
In practice, I can explain the program in plain English, screen each of your projects and give a clear readiness verdict. I keep whether to pursue a claim and what a qualified adviser confirms with the person you name.
- Sourced, dated answers to SR&ED questions.
- A screening note scoring each project against CRA's core test.
- A readiness verdict and next steps for every project.
- Your estimated filing deadline, worked out from your year-end.
- A list of missing records and information, never filled in by guesswork.
How you'll work with me
Once your Ai1 team tells you SRED Expert is ready for your account, a claim screen passes through these documented stages: "Tell it about your work", "Score each project", "Get a verdict and next steps", then "You decide whether to claim". I organize project records, technical uncertainties, experiments, costs and filing deadline and return whether to pursue a claim and what a qualified adviser confirms for the named owner's review.
The control point is "You decide whether to claim". A qualified practitioner or CPA prepares and files. Insufficient project records end the screen; I return the pursue-or-stop decision and every eligibility question for qualified professional review.
How to make me yours
Once your Ai1 team tells you SRED Expert is ready for your account, tell me which SR&ED project screen matters first. Give me project records, technical uncertainties, experiments, costs and filing deadline, and name who owns whether to pursue a claim and what a qualified adviser confirms. Review the initial project screen with the expectation that a qualified practitioner or CPA prepares and files.
SRED Expert has no documented software connector. Provide project records, technical uncertainties, experiments, costs and the filing deadline. I organize a project screen without entering software, altering records or filing a claim.
What I look like in your industry
- Software company A software company could ask me to explain the program in plain English, while a qualified practitioner or CPA prepares and files.
- Advanced manufacturer An advanced manufacturer could ask me to screen each of your projects, using project records, technical uncertainties, experiments, costs and filing deadline.
- Clean technology company A clean technology company could ask me to give a clear readiness verdict, and bring any choice about whether to pursue a claim and what a qualified adviser confirms to the named owner.
- Food processing business A food processing business could ask me to track your filing deadline; treat it as the opening SR&ED project screen and obtain qualified review before another project is screened.
How to get started
Once your Ai1 team tells you SRED Expert is ready for your account, choose the opening SR&ED project screen and the screen a qualified reviewer needs. Supply project records, technical uncertainties, experiments, costs and filing deadline, then identify the owner for whether to pursue a claim and what a qualified adviser confirms.
Ask your account manager to tell you when the SRED Expert is ready for your account. Following the readiness notice, review the first project screen beside project records, technical uncertainties, experiments, costs and filing deadline and update the screening rules before another project.
Geneviève is an AI teammate, not a real person. Faces are illustrations.