Question 1

What is SREDlog?

Accepted Answer

SREDlog is SR&ED claim-preparation software. It connects client requests, source evidence, technical drafting, financial review, forms, filing snapshots, and post-filing work in one reviewable record.

Question 2

Does SREDlog file my SR&ED claim?

Accepted Answer

No. SREDlog prepares the forms and the supporting binder; you review and file them with your T2 return. It never determines eligibility or files on your behalf.

Question 3

What evidence can I bring in?

Accepted Answer

Connect GitHub, GitLab, Jira, Linear, Azure DevOps or Slack; upload documents, dev logs, tickets, timesheets and images; or reference another source by link. Every item stays tied to the project it supports.

Question 4

Can I manage multiple clients?

Accepted Answer

Yes. Consultants and firms manage clients, claims and projects inside one isolated firm workspace, organized by client and tax year, with review work and per-claim supporting binders.

Question 5

Can I inspect and edit the AI drafts?

Accepted Answer

Yes. Assessments and narratives are cautious, editable drafts tied to the evidence used to prepare them. Your team reviews the sources, wording and conclusions before approval.

Question 6

Can clients review drafts without deciding eligibility?

Accepted Answer

Yes. You can send an exact version of selected statements for factual confirmation. SREDlog records the item-level response and invalidates it if material edits make the earlier decision stale.

Question 7

Does SREDlog decide what's eligible?

Accepted Answer

No. It builds a factual per-project checklist for time, payroll, experiment or test records, named personnel, and failed attempts. A qualified member of your team reviews the source records and records the project classification.

Question 8

What forms does it draft?

Accepted Answer

The federal T661 and T2 Schedule 31, plus provincial SR&ED schedules, all as editable drafts that reconcile to your numbers, ready to review before filing.

Question 9

Can it help me write the T661 narratives?

Accepted Answer

Yes. It drafts the line 242 / 244 / 246 technical narratives from your linked evidence, so you start from a grounded draft instead of a blank page.

Question 10

What can I use during a CRA review?

Accepted Answer

SREDlog keeps the filing snapshot, CRA requests, due dates, correspondence, and responsive source records connected in a post-filing workspace. Review the CRA's request before deciding which records to provide.

Question 11

Can consultants and accountants use it?

Accepted Answer

Yes. SREDlog supports in-house teams, SR&ED consultants and accounting firms that prepare claims for multiple clients.

Question 12

Can I control which clients each teammate sees?

Accepted Answer

Yes. Firm admins can combine per-capability permissions with portfolio access for all clients, assigned work, or a specific list of clients and claims.

Question 13

Is SREDlog AI included?

Accepted Answer

Yes. Every plan includes SREDlog AI with a monthly allowance, and firm administrators can disable AI features for their workspace.

Question 14

How is my workspace protected?

Accepted Answer

Every firm works in an isolated workspace with database row-level security, encryption, role and portfolio controls, and recorded security-sensitive actions. Passkeys, two-factor policies, backup codes, and active-session controls are available for account protection.

Question 15

Where is SREDlog hosted?

Accepted Answer

SREDlog's core application, primary database, uploaded files, backups and authoritative application logs are hosted in AWS Canada Central. See the security page for the current controls.

Question 16

How does the pilot work?

Accepted Answer

Start a 30-day pilot · No credit card required. AI is included and you can build and review one real claim; final filing downloads unlock on a paid annual plan.

Question 17

How much does SREDlog cost?

Accepted Answer

Pricing scales with your annual claim volume, with every feature included and no per-seat fees. See the pricing page for current tiers.

Question 18

Is there a per-seat fee?

Accepted Answer

No. You can invite your whole team into your firm workspace; pricing is based on claim volume, not the number of users.

Question 19

Do you have a referral program?

Accepted Answer

Yes. Introduce us to a new firm and, after its first paid invoice, we apply a credit equal to one-twelfth of your current annual subscription. Details at sredlog.com/partners.

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