Features

Everything SREDlog does, by claim stage

Every part of a claim lives here, grouped by the stage you’re in. Paid plans include every feature; the free trial lets you build and review one real claim, with final downloads on a paid plan.

Browse all features

Every listed feature is included. Search by name or filter by the part of the claim you are working on.

48 features

Six live evidence connectors

Read-only GitHub, GitLab, Jira, Linear, Azure DevOps and curated Slack capture.

Evidence

Document & file uploads

PDF, DOCX, XLSX, CSV, TXT and images.

Evidence

Project linking

Tie every item to the work it supports.

Evidence

Evidence tagging

Categorize each item by evidence type.

Evidence

Time tracking & templates

Manual entry plus client-fillable Excel templates.

Evidence

Client-controlled source access

Clients authorize sources and approve the repositories, projects or teams shared with the firm.

Evidence

Document requests

Request specific records, set due dates and track submission from the client portal.

Evidence

AI technical narratives

T661 lines 242 / 244 / 246, grounded in your evidence.

AI & forms

Quick Fill assistant

Draft a field straight from its linked evidence.

AI & forms

Frequently asked questions

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. See integrations.

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

The federal T661 and T2 Schedule 31, plus provincial SR&ED schedules, all as editable drafts you review before filing.

Yes. Invite colleagues into the firm workspace, then combine per-capability permissions with all, assigned or explicitly granted client and claim access.

See the workflow on a claim you already understand

Start a free trial and take one project from evidence collection through form review. Final downloads require a paid plan.

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