Humi SR&ED: Revolutionizing Canadian Tax Incentives Through Innovative SaaS Development

Introduction: A Partnership for Innovation

At Big House, we're driven by a passion for crafting digital solutions that not only meet but exceed our clients' expectations. Our collaboration with Humi, a trailblazing Canadian payroll software company, stands as a testament to this commitment. 

The Humi SR&ED project was more than just a software development endeavor; it was a mission to demystify and streamline the complex process of claiming Scientific Research and Experimental Development (SR&ED) tax credits in Canada. This initiative underscores our expertise in developing sophisticated SaaS applications that address real-world business challenges.

Humi, a Y Combinator alumnus, has consistently demonstrated a commitment to simplifying HR and payroll processes for Canadian businesses. Their acquisition by Employment Hero, a company dedicated to making employment easier and more valuable, further solidifies their position as a leader in the industry. 

Big House was honored to contribute to this vision by developing Humi SR&ED, a tool that empowers Canadian businesses to maximize their Scientific Research and Experimental Development (SR&ED) tax incentives.

Understanding the Challenge: The Complexity of SR&ED Claims

The Canadian SR&ED program is designed to encourage innovation by providing tax incentives to companies engaged in scientific research and experimental development.

However, the process of claiming these credits is notoriously complex. Businesses must meticulously document their research activities, track employee time, and calculate eligible expenses, all while adhering to the stringent guidelines set by the Canada Revenue Agency (CRA).

Many companies, particularly small and medium-sized enterprises (SMEs), find this process daunting. The sheer volume of paperwork, the need for precise calculations, and the potential for errors can deter businesses from claiming the credits they rightfully deserve. This not only results in lost revenue but also hinders innovation, as companies may be less inclined to invest in R&D if they perceive the claiming process as overly burdensome.

Our challenge was to create a solution that would alleviate these pain points, making the SR&ED process more accessible and manageable for Canadian businesses. We aimed to develop a user-friendly platform that would automate data collection, simplify calculations, and generate comprehensive reports, thereby enabling businesses to confidently claim their tax incentives.

Crafting the Solution: Humi SR&ED—A Comprehensive SaaS Platform

To address the challenges posed by the SR&ED program, we developed Humi SR&ED, a robust SaaS application that integrates seamlessly with existing business systems. The platform is designed to automate key aspects of the SR&ED claim process, from data collection to report generation.

Seamless Integrations: Connecting the Dots

One of the key features of Humi SR&ED is its ability to integrate with popular task management platforms, including Asana, Jira, Linear, and GitHub

This allows businesses to automatically pull existing project and task data into the platform, ensuring that all relevant information is captured. By connecting to these systems, we eliminate the need for manual data entry, reducing the risk of errors and saving valuable time.

The integration with these platforms also ensures that the data is always up-to-date. Any changes made to projects or tasks in the task management systems are automatically reflected in Humi SR&ED, providing a real-time view of the company's research activities.

Automated Claim Calculations: Precision and Efficiency

Calculating SR&ED claim values can be a complex and time-consuming process. Humi SR&ED simplifies this task by automatically calculating claim values based on employee salaries and time allocation to SR&ED projects. The platform uses sophisticated algorithms to ensure that all calculations are accurate and compliant with CRA guidelines.

By automating these calculations, we eliminate the need for manual spreadsheets and reduce the risk of errors. This not only saves businesses time and resources but also provides them with peace of mind, knowing that their claim values are accurate and reliable.

Detailed Reporting: Ready for Submission

Humi SR&ED generates comprehensive reports that can be presented to the CRA. These reports include employee commentary, project details, and task breakdowns, providing a clear and concise overview of the company's research activities. The reports are designed to be easy to understand and navigate, making it simple for businesses to review and submit their claims.

The reporting feature also allows businesses to track the progress of their SR&ED projects and identify areas for improvement. This helps them to optimize their research activities and maximize their tax incentives.

User-Friendly Interface: Inspired by Humi's Design

We understand that user experience is critical to the success of any SaaS application. That's why we designed Humi SR&ED with a user-friendly interface that is inspired by Humi's existing design. This ensures that users have a familiar and intuitive experience, making it easy for them to navigate the platform and complete their tasks.

The platform is designed to be accessible to users of all technical skill levels. Whether you're a seasoned engineer or a business owner with limited technical expertise, you'll find Humi SR&ED easy to use and understand.

Tailored User Roles: Catering to Different Needs

Humi SR&ED caters to three distinct user types: employees, company admins, and platform admins. Each user type has access to specific features and functionalities, ensuring that they can perform their tasks efficiently and effectively.

  • Employees: Employees can view and update their personal information and project contributions, ensuring accurate time tracking.
  • Company Admins: Company admins can manage employee data, invite new users, and oversee the entire SR&ED claim process for their company.
  • Platform Admins: Platform admins have comprehensive visibility and control over data across all companies, facilitating efficient management and support.

This role-based access control ensures that sensitive data is protected and that users only have access to the information they need to perform their tasks.

Technology & Impact: Driving Innovation Through Digital Solutions

We leveraged modern web technologies to build a robust and scalable application that integrates seamlessly with existing systems. The result is a powerful tool that empowers Canadian businesses to effectively claim their SR&ED tax credits, saving time and resources.

Humi SR&ED has had a significant impact on Canadian businesses, simplifying the SR&ED claim process and enabling them to maximize their tax incentives. This has not only resulted in increased revenue for these businesses but has also fostered a culture of innovation, encouraging them to invest in R&D.

Humi, a Y Combinator W17 batch member alongside Brex, Rippling, and Clipboard Health, and acquired by Employment Hero in 2024, continues to make employment easier and more valuable for everyone. We’re proud to have contributed to their mission with Humi SR&ED.

Why Choose Big House for Your SaaS Development?

At Big House, we specialize in developing innovative SaaS solutions that solve complex business challenges. 

Our expertise in integrations, data processing, and user experience design ensures that your project is in capable hands. We are committed to delivering high-quality solutions that meet our clients' needs and exceed their expectations.

We believe that technology has the power to transform businesses and improve lives. That's why we're passionate about developing digital solutions that make a real difference. Contact us today to discuss your next project and discover how we can help you achieve your business goals.

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