Clairo for CA Firms & Advisors

Your clients are leaving
money behind.

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

Start free — no credit card →Sign in
✓Free to start
✓No credit card
✓Cancel anytime
firm.clairo.ca — Smith & Associates CPA5 clients
ClientStatusSR&EDIRAP
Acme Technologies Inc.
AI / SaaS · Ontario
Ready to file
$47,486
$126,000
Exbots Labs
Robotics · BC
In progress
$34,860
$89,600
NorthPath Solutions
Fintech · Ontario
In progress
$18,995
$50,400
Maple Stack Inc.
E-commerce · Alberta
New client
—
—
Growth Tech Services
CleanTech · Quebec
Ready to file
$25,725
$78,400
Total opportunity across 5 clients$471,466
$4.5B
SR&ED credits paid by the CRA last year
3,136
firms funded by NRC IRAP last year
19,000
companies claim SR&ED each year
~$198k
average SR&ED claim

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 CPA5 clients
ClientStatusSR&ED Opp.IRAP Opp.
Acme Technologies Inc.
AI / SaaS · Ontario
Ready to file
$47,486
$126,000
Exbots Labs
Robotics · BC
In progress
$34,860
$89,600
NorthPath Solutions
Fintech · Ontario
In progress
$18,995
$50,400
Maple Stack Inc.
E-commerce · Alberta
New client
—
—
Growth Tech Services
CleanTech · Quebec
Ready to file
$25,725
$78,400
Total opportunity across 5 clients$471,466

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
✓Up to 10 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. Get in touch →

FAQ

Common questions.

Everything you need to know about using Clairo for your CA practice.

How does the T2 scanner work?⌄
Upload your client's T2 filing and Clairo scans it for SR&ED eligibility signals — payroll size, industry, R&D indicators, and prior claims. You get an instant opportunity estimate before booking any time with the client.
Do my clients need to use Clairo?⌄
Optional. Clients can log their own R&D hours directly, which saves your team time. Or your team can manage everything on their behalf. Either way works — Clairo is flexible for how your practice runs.
What does the T661 package include?⌄
A complete filing-ready package: T661 form data, Technological Uncertainty statements, time and activity logs, and a cover letter to CRA. Your team files in hours instead of days.
Is client data secure?⌄
Yes. All data is encrypted at rest and in transit. Clairo is built on Supabase with row-level security — each firm only ever sees its own clients. We never share data between firms.
What's the pricing model?⌄
Flat monthly pricing per firm — not per client. That means you can add as many clients as you want without your bill growing. Pricing is launching soon; join the waitlist to get early access and a founding rate.
C
Clairo

Your clients
are waiting.

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

Create free account →Talk to us

Questions? Email info@exbots.ai