Follow one claim from scattered files to finished forms
See how a claim moves through SREDlog: what you set up first, how evidence and time connect to the narratives, and how the CRA forms come out the other end.
One claim record from setup to export
Add the client
Record the corporation type, tax profile and contacts once so the information can be reused in the forms.
Frequently asked questions
No. Evidence usually informs eligibility, time and forms, but the stages are tabs inside the claim. Move between them as records arrive and review decisions change.
No. Assessments, narratives and forms remain cautious, editable drafts. Your team reviews the evidence, makes the eligibility decision and files the applicable return.
Create a client, tax-year claim and project, then add the records you have. Managed AI is available without a separate provider account, or your firm can use its own OpenAI key under Settings. 7-day free trial · No credit card required.
The Export tab assembles an indexed package from the reviewed forms, calculations and source records in the claim. Review its scope before sharing it in response to a CRA request.
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Run your next claim in one place
Start with one real project and follow it from the first piece of evidence to finished forms. Final downloads require a paid plan.
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