AI software · Boast
Promote Boast
Boast
AI-powered R&D tax credit platform with in-house experts that maximizes SR&ED and US R&D claims while minimizing client time and audit risk.
Partner summary
The offer at a glance
A quick read on buyer fit, pitch, economics, and promotion fit.
Best buyer
Venture-backed startup founders in Canada and the US
Main outcome
Roughly 5 hours of client time to prepare an R&D tax credit claim with Boast.
Commission
To be confirmed
Best channels
Founder Network, Accountant Referral, Startup Program Partners, Vc Portfolio Introductions
Terms
Founder confirmation required before promotion.
Main pitch
Boast is the R&D tax credit platform that combines AI with in-house tax and technical experts so founders and finance teams get bigger SR&ED and US R&D claims in about 5 hours of...
Economics
Partner terms
Commission, pricing model, and review timing for this listing.
Commercial terms
Partner terms
Founder confirmation required before partners promote this listing.
- Commission
- To be confirmed
- Pricing
- Subscription
- Duration
- —
- Review period
- 30 days
Pricing tiers
R&D Tax Credit Engagement
PrimaryCustom/ per_claim
Tracks Managed Service Engagement
- AI-powered classification of R&D activities and expenditures
- Technical narrative drafted by in-house R&D tax experts
- Integrations with payroll, accounting, and project management systems
- Secure central claim portal with role-based access
- Digital audit binder with audit-ready documentation
Who this converts for
The buyers this offer is shaped for. Match your reach to the strongest audience fit.
Venture-backed startup founders in Canada and the US
Founders of sub-10 employee technology startups doing eligible R&D who need to extend runway through SR&ED or US R&D tax credits without burning engineering time.
Pain points
- Limited engineering time to document R&D for SR&ED or Section 41 claims
- Worry about leaving credits on the table with generalist accountants
- Audit risk that could trigger clawbacks or delays in funding
- Missed eligible R&D activities and qualified expenditures
- High client time commitment with traditional consultants
- Audit exposure from thin documentation
- Slow refund timing constraining cash flow
- Limited visibility into claim status year-round
Desired outcomes
- Maximum eligible credit with minimal team time
- Audit-ready documentation from day one
- Faster access to refund cash to fund continued development
- Maximum defensible R&D tax credit claim
- Roughly 5 hours of client time per claim cycle
- Audit-ready documentation and defense
- Faster access to refund cash via Quickfund
- Transparency into claim progress through the Boast portal
CFOs and finance leaders at innovation-driven SMBs
Finance leaders at 11-100 employee companies responsible for maximizing non-dilutive funding and managing audit risk across SR&ED, provincial, and US R&D credits.
Pain points
- 40+ hour internal time commitment with traditional consultants
- Limited visibility into claim progress and audit readiness
- Inconsistent claim sizes year over year
Desired outcomes
- Higher, defensible claims with predictable timing
- Reduced internal effort across finance and engineering
- Confidence in audit defense without surprise fees
CTOs and product leaders managing R&D teams
Technical leaders responsible for engineering output who need to capture eligible R&D activity without pulling engineers into long tax interviews.
Pain points
- Engineers losing days to tax interviews and write-ups
- Risk of missing eligible projects buried in tickets and commits
- Manual time tracking that engineers will not maintain
Desired outcomes
- Automated capture of eligible R&D activity from existing tools
- Clear technical narratives without engineer rewrites
- Minimal interruption to product roadmap
Mid-market finance and tax leaders (50-100 employees)
Tax and finance owners at scaling companies with multi-jurisdiction R&D spend who need consistent claim preparation and audit defense across SR&ED, provincial, and US programs.
Founder
Help a Canadian or US innovation-driven company recover the maximum eligible R&D tax credit with minimal internal time and full audit defense.
Canadian SaaS founders approaching SR&ED filing
Help a Canadian or US innovation-driven company recover the maximum eligible R&D tax credit with minimal internal time and full audit defense.
Why partners convert here
When to pitch this, and the outcomes the buyer actually gets.
Use cases
- Maximize a Canadian SR&ED claim with AI-assisted preparation
- Maximize a Canadian SR&ED claim with AI-assisted preparation
- File US federal and state R&D tax credits with audit defense
- File US federal and state R&D tax credits with audit defense
- Accelerate refund timing with Quickfund
- Accelerate refund timing with Quickfund
- Defend an R&D claim through CRA or IRS audit
- Defend an R&D claim through CRA or IRS audit
Outcomes
Maximum defensible R&D tax credit claim
Audit-ready documentation and defense
Faster access to refund cash via Quickfund
Transparency into claim progress through the Boast portal
Approximately 5 hours of client time per claim
EvidenceCustomer testimonials from CTOs and CEOs
EvidenceFeatured on Talk to an Expert page: 6,900+ claims and $900M+ funding accessed
EvidenceBefore · After
Maximize a Canadian SR&ED claim with AI-assisted preparation
Before
Founders and finance teams either spend 20-40+ hours with consultants or leave eligible projects out of their SR&ED claim because documentation is incomplete.
After
Boast integrates with project, payroll, and accounting systems, surfaces every eligible activity, and drafts the technical narrative for review, reducing client time to roughly 5 hours.
Expected outcome: A larger, defensible SR&ED claim filed on time with audit-ready documentation in a central portal.
What makes this different
Where this offer beats the alternatives.
Combination of AI platform plus in-house technical and tax experts
Coverage across SR&ED, CDAE-IA, IDMTC, Quebec Quickfund, and US federal and state R&D credits
AuditShield audit defense with high recovery rates
Integrations with payroll, accounting, and project management tools
Quickfund refund acceleration for eligible Canadian clients
Stated client time of about 5 hours versus 20-40+ hours with consultants
Promotion strategy
Partner playbook
Angles, questions, objections, and inputs to keep outreach sharp.
Value proposition
AI-powered R&D tax credit platform with in-house experts that maximizes SR&ED and US R&D claims while minimizing client time and audit risk.
How to pitch
Boast is the R&D tax credit platform that combines AI with in-house tax and technical experts so founders and finance teams get bigger SR&ED and US R&D claims in about 5 hours of internal time, with audit defense included. Refer innovation-driven startups, SMBs, and mid-market companies in Canada and the US that file R&D credits or should be.
Positioning
Boast positions itself between pure software tax tools that miss eligible activity and big-firm consultants that consume 40+ hours of client time, offering AI-driven activity capture plus expert-led narratives and audit defense for SR&ED, CDAE-IA, IDMTC, Quebec Quickfund, and US federal and state R&D credits.
Best angles to test
- Switch from Big 4 or boutique consultant to recover hours and grow the claim
- AI plus experts beats pure-software tools on audit risk
- Audit defense as a built-in promise via AuditShield
- Quickfund to accelerate refund timing for cash-constrained startups
- Multi-jurisdiction coverage across SR&ED, provincial, and US programs
- Boast combines AI with in-house technical and R&D tax experts
- Coverage includes SR&ED, CDAE-IA, IDMTC, Quebec Quickfund, and US federal and state R&D credits
- Boast cites about 5 hours of client time per claim
- Boast cites more than 98% of claims delivered without audit and up to 95% recovery when audits occur
- Boast is used by over 2,000 companies across North America
- AuditShield provides audit defense as part of the engagement
Angles to avoid
- Do not claim guaranteed credit amounts or refunds
- Do not claim Boast guarantees audit outcomes
- Do not claim official partnership before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not claim results are typical
Discovery questions
- Are you currently claiming SR&ED, provincial, or US federal and state R&D credits?
- Who prepares your claim today and how many hours does your team spend on it?
- Have you been audited or had a claim challenged in the past three years?
- Which payroll, accounting, and project tools does your R&D team use?
- Do you need to accelerate refund timing to support cash flow?
Disqualifiers
- Companies without qualifying R&D activity
- without a Canadian or US taxable entity
- or seeking audit defense only for claims prepared by another provider.
Target keywords
Objections & responses
“We already work with a Big 4 or boutique tax firm for SR&ED.”
Response: Boast positions itself as a switch path from consultants and large firms, citing reduced client time (~5 hours vs 20-40+) and AI-driven capture of eligible activities your current process may miss. Founder can speak to switching cases.
“AI tax tools miss eligible activities and expose us to audit.”
Response: Boast pairs AI classification with in-house technical and tax experts who write the narrative and represent clients through audit via AuditShield, addressing the gap pure-software tools leave.
“We are too early stage or too small to make this worthwhile.”
Response: Boast serves startups under 10 employees and SMBs up to 100 employees with the same AI platform and expert team, and offers Quickfund to accelerate refund timing for early-stage cash flow.
“Our engineers cannot afford the time to document R&D.”
Response: Boast integrates with payroll, accounting, and project management systems to capture R&D activity automatically and reduce engineer interview time, typically cutting client time to about 5 hours total.
“We are unsure whether our activities qualify for SR&ED or US R&D credits.”
Response: Boast offers a Talk to an Expert call that reviews eligibility for SR&ED, provincial programs, and US federal and state R&D credits before any engagement.
Rules
Promotion rules
Where you can promote, what is restricted, and what the founder requires.
Allowed channels
Restricted channels
- AI-generated content
- Yes
- Content reuse
- No
- Founder approval
- Yes
Approved claims
- Boast combines AI with in-house technical and R&D tax experts
- Coverage includes SR&ED, CDAE-IA, IDMTC, Quebec Quickfund, and US federal and state R&D credits
- Boast cites about 5 hours of client time per claim
- Boast cites more than 98% of claims delivered without audit and up to 95% recovery when audits occur
- Boast is used by over 2,000 companies across North America
- AuditShield provides audit defense as part of the engagement
Claims to avoid
- Do not claim guaranteed credit amounts or refunds
- Do not claim Boast guarantees audit outcomes
- Do not claim official partnership before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not claim results are typical
Evidence
Proof & trust signals
Claims, evidence links, and operational trust signals partners can lean on.
Proof points
- client_time_hours: 5 hours
- audit_free_rate: 98 percent
- audit_recovery_rate: 95 percent
- customer_count: 2,000 companies
- Maximum defensible R&D tax credit claim
- Audit-ready documentation and defense
- Faster access to refund cash via Quickfund
- Transparency into claim progress through the Boast portal
- Approximately 5 hours of client time per claim
- Customer testimonials from CTOs and CEOs
- Featured on Talk to an Expert page: 6,900+ claims and $900M+ funding accessed
Proof links
- Boast logo
Primary Boast wordmark from the company website.
- Boast homepage hero image
Open Graph hero image used across Boast marketing pages.
- Boast platform demo video
Embedded product video on the Boast platform page.
About Boast
Boast helps innovative companies in Canada and the United States claim more R&D tax credits with less internal effort. The platform combines AI-driven classification of R&D activities and expenditures with in-house technical and tax experts who write the technical narrative, integrate financial and project data, and defend the claim through audit. Boast supports SR&ED, CDAE-IA, IDMTC, Quebec Quickfund, and federal and state US R&D tax credits, with a secure portal, audit binder, payroll and accounting integrations, and AuditShield audit defense.
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