Insight is a SR&ED claims management application with simple, secure and powerful tools to help you manage claims and maximize your business.See Insight Plans and Pricing
Insight keeps all your data in one secure place. This means you can easily locate information about your claims – from supporting documentation to the name of the team member who’s managing the claim. You can also assign tasks to team members, view the status of each claim, determine what step needs to be taken next and much more.
If you own or manage a busy, small consulting firm, you may have a hard time determining the cost of your operations and forecasting your revenue. Insight can help with your forecasting by showing you the exact cost of managing each claim. Insight also lets you know how much time you spend on your claims, the value of your claims and which of your team members have the highest approval rates.
Failing to inform your clients about the status of their claims can damage your relationships. That’s why Insight lets you track every step of the claims process – from the discovery phase to final invoice. This means you’ll always know the status of your clients’ claims so you can keep them informed and happy with your service.
With Insight, you never have to worry about missing a deadline - no matter how many claims you have open. You can automatically be reminded when key dates are approaching, such as when a claim is due or when a contract with a client will expire. You can even receive notifications when you haven’t looked at a claim recently.
Insight is the only software designed to help you better manage your SR&ED claims and consulting business. Track your referral agreements, invoices, contracts and performance. Click a button to view the costs associated with each claim and make your forecasting easier. Use our other reports to see how many claims you’ve submitted, how your performance compares to the past and how many of your claims have been audited.
A glance at Insight’s sidebar gives you an overview of every claim that’s due within the next three months, which allows you to stay on top of deadlines and better manage your workload. You can add new tasks, such as client meetings or phone calls, and Insight will automatically notify you when the due date is approaching. You will also receive automatic reminders before important dates like claim deadlines or contract expiry.
Insight makes it easy for your team to collaborate on claims. You can have multiple users or groups, each with their own company viewing permissions. This way you can simply and accurately control which users can access specific companies or claims. You can even create users that don't have access to sensitive information like contracts and costs. It's easy to add multiple users, assign tasks, and set viewing permissions.
Has a client ever phoned while you were busy to ask about the status of a claim? Insight puts this vital information at your fingertips. With just a few clicks, you can view information on the status of any claim - such as the date you submitted it to the government or the last time you followed up. You can also save related documents to the claim file, in case you need to quickly reference something for a client.
We understand how important it is to keep your data safe and secure, which is why we encrypt and back up your data to our secure servers daily. Your sensitive information will also be protected from unauthorized access through SSL - the same security system that major banks, government agencies like the Canada Revenue Agency and online retailers use. Our servers are housed in a secure, guarded facility protected by biometric scanners.
If you cancel a paying plan within 30 days of signing up, you will not be charged. After 30 days, if you like Insight and want to keep using it, you will be charged.
No. The prices you see above are all inclusive. Every Insight plan includes unlimited users.
No. Insight is a pay-as-you-go service. There are no long term contracts or commitments on your part. You simply pay month-to-month. If you cancel, you’ll be billed for the current month, but you won’t be billed again.
Yes! Simply sign-up. You do not pay anything for the first 30 days. If you like Insight, continue using it and you will be charged. If you cancel before the 30 days, you will not be charged.
Yes. Please contact us for more information.
Currently we accept Visa, MasterCard, and Paypal. We only accept orders over the phone for on-premises installation.