From scattered filesto one SR&ED claim.
Evidence, narratives, reviews and the CRA forms stop living across email, Drive and a dozen documents. Now they sit in one connected file, with the first draft already written. You review and approve; nothing files itself.
One place for everything
Notes, client documents and evidence stop scattering across email, Drive and Slack.
First draft, written
Narratives are drafted from the project record. You edit and decide what's right.
The CRA forms, generated
Federal and provincial schedules fill from the same claim, with no re-keying.
Nothing gets lost
Reviews and revisions are tracked, so you always know which version is final.
From scattered files to a claim you can file
Set the claim up once. The same record carries through every stage, from collecting evidence to generating the forms, with nothing re-entered along the way.
Set up
Open the client, tax year and projects once. The claim workspace carries that context forward.
Collect
Upload records, connect the client's approved sources and request missing documents through the portal.
Review
Classify the evidence, assess eligibility and connect claimed time to the work it supports.
Prepare
Draft the T661, review the calculations and prepare the federal and elected provincial form drafts.
Export
Generate a review package with indexed source records and links to reviewed narratives and figures.
Capture the work while it’s fresh
Add evidence through the year, when the details are still clear instead of reconstructed each spring. As the claim changes hands, the record stays intact, so nobody rebuilds the story from scratch.
See how a claim moves from setup to exportClaim inputs
Technical and financial records gathered in one claim.
Source activity
GitHub evidence linked to the project record.
Linked time
Engineering work connected to supporting evidence.
Review state
Narratives, figures and sources remain linked.
Made for the people who prepare the claim
How SREDlog protects client data
Firm-level isolation, sensitive-field encryption, two-factor sign-in and a recorded activity history.
Run your next claim in one place
Bring in a client and an active project. Everything the claim needs stays in the file, from the first piece of evidence to the finished CRA forms.
7-day free trial · No credit card required