Question 1

What is SREDlog?

Accepted Answer

SREDlog is SR&ED claim-preparation software. It organizes technical evidence, prepares editable assessments and CRA form drafts, and exports an indexed supporting binder.

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

Does SREDlog decide what's eligible?

Accepted Answer

No. It identifies technical work in your evidence and drafts a per-project assessment that points to the records supporting each conclusion. Your team makes and documents the final eligibility decision.

Question 7

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 8

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 9

What can I use during a CRA review?

Accepted Answer

SREDlog keeps source evidence connected to material claimed amounts and assembles an indexed package by project and claim. Review the CRA's request before deciding which records to provide.

Question 10

Can consultants and accountants use it?

Accepted Answer

Yes, it's built for both in-house teams and the consultants and accounting firms that prepare claims for many clients.

Question 11

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 12

Do I need my own AI key?

Accepted Answer

No. Every plan includes SREDlog AI and a monthly allowance, so you can use the AI features without supplying an OpenAI account or key. If you prefer your own OpenAI account, bring-your-own-key is supported and requests are processed and billed under that account.

Question 13

Is my data private?

Accepted Answer

Every firm works in an isolated workspace with database row-level security, and documents and secrets are encrypted at rest. SREDlog does not pool client data across firms or use it to train models. OpenAI states that API data is not used for training unless the API account opts in; its default abuse-monitoring retention is explained on the security page.

Question 14

Where is my data stored?

Accepted Answer

In United States regions, on managed cloud infrastructure. Traffic uses HTTPS, and the security page explains encryption, firm isolation and provider retention in detail.

Question 15

How does the free trial work?

Accepted Answer

Start a 7-day free trial · 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 16

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 17

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 18

Do you have a referral program?

Accepted Answer

Yes. Introduce us to a firm and when they become a paying SREDlog customer, we credit one free month to your subscription. Details at sredlog.com/partners.

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