Help documentation
Setup and workflow guides covering clients, claims, evidence, forms and the supporting binder.
22 articles
Getting started
Evidence & intake
Uploading and sorting evidence
Bring files into Intake, review the extracted details, and connect each approved item to the client, claim and project it supports.
Read 02Recording time and hours
Enter hours manually or import the spreadsheet template, then review project allocations and supporting records before any time reaches claim calculations.
ReadConnectors
Connecting GitHub
Install the SREDlog GitHub App, approve repositories, and bring read-only commit, pull-request and issue summaries into the relevant project.
Read 02Connecting GitLab
Authorize GitLab, choose client-approved projects, and bring read-only commit, merge-request and issue summaries into the relevant claim project.
Read 03Connecting Azure DevOps
Authorize Azure DevOps, select client-approved projects, and bring read-only repository, work-item and build summaries into the relevant claim.
Read 04Connecting Jira Cloud
Authorize Jira Cloud, select client-approved projects, and bring read-only updated-issue, current-status and worklog summaries into the relevant claim.
Read 05Connecting Linear
Authorize Linear, choose client-approved teams, and bring read-only issue status and recent delivery summaries into the relevant claim project.
Read 06Saving Slack evidence
Authorize Slack and use the message shortcut to save selected technical threads as curated evidence; SREDlog does not bulk-sync the workspace.
ReadClaims & forms
Drafting T661 narratives from evidence
Turn linked project records into editable T661 drafts for technological uncertainty, work performed and advancement, with human review before approval.
Read 02Reviewing eligibility assessments
Use the evidence-linked eligibility assessment as a structured review aid, record the team's decision, and keep final judgment with the claim preparer.
Read 03Generating forms and the audit binder
Review claim data, resolve filing checks, generate supported federal and provincial form drafts, and package source records for final review.
Read 04Reviewing payroll, time, expenditures, and claim facts
Review source-derived financial proposals separately, resolve treatment questions, and post only approved values into the saved claim calculations.
Read 05Managing a CRA review after filing
Track CRA requests and due dates against the filing snapshot, connect responsive records, and export a reviewed package without altering filing history.
ReadReview & collaboration
Requesting documents and following up with clients
Create a specific client request, schedule controlled reminders, receive files with context, and keep the request history connected to the client record.
Read 02Sending a draft for client factual review
Send selected project statements for factual confirmation, collect item-level responses, and invalidate stale decisions after material edits.
Read 03Internal review, filing snapshots, and the accountant summary
Hand an exact working version to an internal reviewer, build a filing package, preserve the filed snapshot, and share a concise bridge to the T2 workflow.
ReadPractice management
Using My Work, Portfolio, saved views, and bulk actions
Separate work that needs your attention from the complete client and claim record, then save repeatable list views and update authorized records in batches.
Read 02Using Insights for deadlines, workload, and fee realization
Review claim deadlines, work risk, funnel movement, filing progress, and realized fee information without replacing the underlying claim records.
ReadTeam & security
Inviting your team and managing permissions
Invite colleagues, choose a role, and combine capability permissions with portfolio access so each person sees only the client and claim work they need.
Read 02Two-factor authentication and account recovery
Use passkeys or authenticator-based two-factor sign-in, store one-time backup codes safely, review active sessions, and understand controlled recovery.
ReadBilling
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