Tax credit optimization, powered by AI

Canadian businesses leave $7.4 billion in tax credits unclaimed every year.

IncentivIQ matches your business against real government incentive programs and generates compliance-ready documentation. Find out what you're missing in 2 minutes.

See how it works

Sample Results

5 Programs Matched

SR&ED Tax Credit

High$84,000

Ontario Innovation Tax Credit

High$32,000

Clean Technology ITC

Med$21,500

Canada Job Grant

High$10,000

CanExport

Med$8,000

Estimated Recovery $155,500

How It Works

From assessment to filing-ready, in three steps.

No jargon, no consultants, no weeks of back-and-forth. Answer a few questions and get actionable results immediately.

Step 01

Answer a few questions

Tell us about your business: industry, location, headcount, revenue, and R&D activity. Takes about 2 minutes. Plain language, no tax jargon.

Step 02

Get matched to real programs

Our eligibility engine runs your profile against actual program criteria. You'll see dollar estimates and confidence levels for each match.

Step 03

Unlock checklists and draft narratives

For each program match: document checklists, draft claim narratives, filing timelines, and compliance notes. Ready for your accountant or for self-filing.

For Accountants & Advisors

Screen your entire book of business from one view.

Our Firm dashboard lets you run intake for each client, see aggregate recovery potential, and generate claim-ready documentation at scale.

Multi-client dashboard with aggregate view
Per-client eligibility results and document checklists
Draft SR&ED project descriptions (CRA-aligned)
White-label PDF report exports
Deadline alerts and filing recommendations

Access Accountant Portal

Example dashboard view

Portfolio Overview — 12 Clients

Client A — SaaS$147,000

Client B — Robotics$223,000

Client C — Clean Energy$89,500

Client D — Digital Media$64,000

Client E — Manufacturing$184,500

+ 7 more clients$139,000

Total Unclaimed$847,000

Frequently Asked Questions

Straight answers to common questions.

No. Government tax credits and incentive programs like SR&ED, IRAP, and the Clean Economy ITCs are real programs administered by the Canada Revenue Agency and federal agencies. IncentivIQ helps you identify which programs your business may qualify for and generates the documentation you need to file. We don't collect payments upfront, take a cut of your credits, or promise guaranteed outcomes.

Not directly. IncentivIQ generates eligibility reports, document checklists, draft claim narratives, and filing timelines. Many businesses use our output to self-file or hand the package to their tax advisor. We prepare the paperwork; you or your advisor submit it.

Our estimates are based on actual program criteria and the information you provide. They're directional, meant to help you understand which programs are worth pursuing. Final amounts depend on your specific documentation and CRA review. We show confidence levels so you know which matches are strongest.

We track 25+ Canadian federal and provincial incentive programs including SR&ED, IRAP, CanExport, Canada Job Grant, all Clean Economy Investment Tax Credits, plus provincial programs in Ontario, BC, Quebec, and Alberta. US coverage is coming soon.

Yes. All data is encrypted in transit and at rest. We use industry-standard AES-256 encryption, and your business information is never shared with third parties. You can request data deletion at any time.

Absolutely. Our Firm dashboard is built for accountants, tax advisors, and fractional CFOs. Run intake for each of your clients, see aggregate recovery potential, and generate white-label PDF reports.