Clairo for CA Firms & Advisors

Your clients are leaving
millions unclaimed.

Scan your entire client book. Surface every SR&ED + IRAP opportunity. Manage unlimited clients from one dashboard. No spreadsheets.

Start free — no credit card →Sign in

Free to start · Unlimited clients on paid plans · Cancel anytime

$4.4B
SR&ED paid out by CRA annually
$244M
IRAP deployed this year
68%
of eligible clients never file
~$80k
avg unclaimed per eligible client

Built for CA firms

Everything your practice needs.
Nothing it doesn't.

Clairo replaces spreadsheets, email chains, and manual T661 prep — for every client, every year.

🔍
Client book scanner
Upload T2 filings for your entire client book. Clairo identifies every SR&ED and IRAP opportunity automatically — before your next meeting.
📋
T661 data packages
Auto-generate filing-ready T661 data packages for each client. Give your team everything they need to file in minutes, not days.
📊
Firm-level dashboard
See all clients, their readiness scores, filing deadlines, and unclaimed opportunities in one view. Know exactly where to focus.
⏱
Time tracking & logs
CRA-compliant activity logs and time tracking built in. Clients log hours, you get documentation — automatically.
📄
ITA progress reports
Generate quarterly ITA progress reports for IRAP clients in one click. Send directly from Clairo or copy to email.
👥
Team access
Add junior staff and admins to your firm account. Everyone works in one place, no more shared spreadsheets or version conflicts.

What it looks like

Your entire client book.
One screen.

See every client, their filing status, and unclaimed opportunity — all in one place.

firm.clairo.ca — Smith & Associates CPA
ClientStatusSR&ED Opp.IRAP Opp.
Acme Technologies Inc.
AI / SaaS · Ontario
Ready to file
$45,200
$136,800
Exbots Labs
Robotics · BC
In progress
$32,100
$98,400
NorthPath Solutions
Fintech · Ontario
In progress
$16,000
$51,200
Maple Stack Inc.
E-commerce · Alberta
New client
—
—
Growth Tech Services
CleanTech · Quebec
Ready to file
$28,400
$84,000
Total opportunity across 5 clients$491,100

How it works

From onboarding to filing.
Clairo handles it.

Your clients get a better experience. Your team spends less time on prep. You bill more hours on advice.

01
Add your clients
Create a company profile for each client. Import their history from a T2 upload or start fresh. Takes 2 minutes per client.
02
Clients track their R&D
Clients log hours and activities directly in Clairo — or your team does it for them. CRA-compliant records built automatically.
03
Generate filing packages
When ready, export a complete T661 data package for each client. Your team files in hours. Clients get paid faster.
04
Scan for new opportunities
Run the SR&ED scanner on any T2 to find unclaimed credits. Walk into every client meeting already knowing the opportunity.

Pricing

Start free.
Scale when ready.

No setup fees. No per-client charges. Flat monthly pricing that makes sense for a CA practice.

Pro
—
Pricing coming soon · 1 user
✓Unlimited clients
✓Full SR&ED + IRAP modules
✓T661 data packages
✓ITA progress reports
✓Client book scanner
✓Priority support
For CA firms
Team
—
Pricing coming soon · Up to 5 seats
✓Everything in Pro
✓Up to 5 team members
✓Shared client dashboard
✓Access controls per member
✓Firm-level analytics
✓Dedicated onboarding

Pricing launching soon. Join the waitlist →

Get started — free

Your clients are waiting.
Start today.

Free to start. No credit card. Add your first client in under 2 minutes.

Create free account →Talk to us

Questions? Email hello@clairo.ca