SR&ED for Digital Agencies

You build digital experiences that push boundaries — that's SR&ED-eligible work.

Custom CMS builds, analytics pipelines, performance engineering, and martech integrations often qualify for SR&ED. Your clients could be getting 35%+ back.

What Qualifies

Work you're already doing.

SR&ED eligibility comes down to technological uncertainty and systematic investigation. Here's what that looks like in your world.

Custom platform development

Can we build a CMS architecture that supports this client's content model without existing solutions?

Developing custom content management systems, headless architectures, or digital experience platforms where off-the-shelf tools couldn't meet the requirements.

Analytics & attribution systems

Can we build a cross-channel attribution model that accurately tracks conversions across this complex funnel?

Building novel attribution models, custom analytics pipelines, or data collection systems that go beyond standard tag management and reporting tools.

Personalization engines

Can we deliver real-time personalized content without degrading page performance?

Developing custom recommendation systems, dynamic content engines, or behavioral targeting systems where standard personalization tools fall short.

Complex martech integrations

Can we make these five marketing platforms share data reliably when their APIs conflict?

Building custom middleware to connect incompatible marketing platforms, syncing data across systems with conflicting schemas, or reverse-engineering undocumented APIs.

Performance & accessibility R&D

Can we achieve sub-second load times while maintaining this level of interactivity?

Systematic experimentation to push performance boundaries — custom rendering strategies, novel caching approaches, or accessibility solutions for complex interactive content.

Privacy & compliance engineering

Can we build a consent management system that meets these regulatory requirements across jurisdictions?

Developing novel approaches to privacy compliance, data governance, or consent management that go beyond configuring existing tools.

Know the Line

Eligible vs. not eligible.

SR&ED rewards work that pushes the boundaries of what's known, not routine development. Here's how CRA draws the line.

Building a headless CMS with a custom content model that supports real-time collaboration, version branching, and multi-locale publishing — no existing CMS handled the requirements.

Setting up a WordPress site with standard plugins and a pre-built theme for a client.

Developing a cross-device attribution system that tracks user journeys across web, app, and in-store touchpoints using a novel probabilistic matching algorithm.

Implementing Google Analytics 4 with standard e-commerce tracking and UTM parameters.

Creating a real-time personalization engine that serves dynamic content based on behavioral signals without adding page load latency — required novel edge-computing approaches.

Adding A/B testing to a landing page using Optimizely or Google Optimize with standard setup.

Integrating five marketing platforms with conflicting data models — required building a custom data normalization layer when no ETL tool supported the schemas involved.

Connecting Mailchimp to Shopify using their standard integration and documented webhooks.

Worked Example

The math behind your refund.

Ontario CCPC · $400K salaries · $80K contractors

Eligible expenditures

R&D salaries$400,000
Contractors (80%)$64,000
Proxy overhead (55%)$220,000
Total qualified$684,000

Tax credits

Ontario OITC (8%)$54,720
Ontario ORDTC (3.5%)$22,025
Federal ITC (35% CCPC)$212,539
Total credits$289,284
Your estimated CRA refund$289,284

Traditional Consultant

$86,785

30% of claim

You keep $202,499

Shreddit (Pay Later)

$28,928

10% of claim

Save $57,857 vs consultant

Shreddit (Pay Now)

$14,464

5% of claim

Save $72,321 vs consultant

How Shreddit Helps

From your workflow to your refund.

Digital agencies often overlook SR&ED because they think it's “just for R&D labs.” But every time your team builds a custom platform, engineers a novel integration, or experiments with performance optimization, that work may qualify.

Shreddit connects to your Jira, GitHub, Notion, and Google Docs to identify which client projects involve genuine technological uncertainty. We track the experiments, iterations, and technical decisions that CRA looks for — then generate the narratives automatically.

For agencies doing custom development across multiple client accounts, Shreddit makes it easy to spot eligible work you'd otherwise miss. Your clients get money back, and you get a differentiator that wins pitches.

Learn more about how SR&ED works

More Use Cases

SR&ED works across verticals.

Your custom builds deserve more than a pat on the back.

Join the waitlist and help your clients claim credits on the work you're already delivering.

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