Get from evidence to review-ready
Practical guides for the core SREDlog workflow, from your first client to generated forms and a defensible audit binder.
Evidence & inbox
Uploading and sorting evidence
Bring files into the inbox, review their details, and connect each item to the project it supports.
Connecting GitHub
Install the GitHub connector, choose repositories, and turn development activity into traceable evidence.
Recording time and hours
Enter hours manually or import a spreadsheet, then review allocations before they reach claim calculations.
Claims & forms
Drafting T661 narratives from evidence
Turn linked project records into editable drafts for technological uncertainty, work performed, and advancement.
Reviewing eligibility assessments
Use the assessment as a structured review aid while keeping the final eligibility judgment with your team.
Generating forms and the audit binder
Review claim data, generate federal and provincial drafts, and package the supporting record for audit readiness.
Team & security
Inviting your team and managing permissions
Invite colleagues safely, choose the right role, and understand how access is scoped to your firm.
Two-factor authentication and account recovery
Set up authenticator-based 2FA, store recovery codes, and recover access without weakening account security.
Can’t find what you need? Email SREDlog support.