From scattered evidence to an audit-ready SR&ED claim
SREDlog organizes the whole claim in one workspace. Here's the actual workflow — the way the product is built, stage by stage.
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Two layers: your practice, and the work
The places you go are your clients and their claims. The actual work happens inside each claim, as its stages.
Your practice
- HomeWhat needs your attention today.
- ClientsYour clients and the claims inside each one.
- ClaimsEvery tax-year SR&ED claim across your clients.
- DeadlinesFiling deadlines, CRA responses and renewals.
- Needs attentionEvidence, allocations and AI drafts awaiting your decision.
- RevenueRealized revenue, at-risk audits and pipeline.
Inside a claim
Each tab is a stage of the claim — evidence flows into eligibility, time and the forms, and the Export tab turns it all into the audit binder. The same set of tools, scoped to one claim, so nothing leaks between clients.
See all featuresInside a claim, stage by stage
The real order of operations, from an empty claim to a filed-and-defensible one.
Create the claim and its projects
Overview tabOpen a claim for a client and tax year, then add the SR&ED projects you'll claim.
Collect and link the evidence
Evidence tabUpload documents and timesheets, connect GitHub, or link a source — then attach each to its project.
Check eligibility, grounded in evidence
Eligibility tabA per-project assessment reads the linked evidence and flags the uncertainty, the work and the gaps.
Allocate the SR&ED hours
Time tabClassify hours as SR&ED or not, person by person — each one traceable to its evidence.
Draft the narratives and CRA forms
T661 · provincial tabDraft the T661 narratives (242 / 244 / 246), Schedule 31 and provincial forms — editable and reconciled.
Trace every figure to its source
Map tabFollow the chain from activity to person to evidence, so any claimed dollar traces back in a click.
Export the audit-ready binder
Export tabGenerate the forms, project descriptions and evidence index as one indexed, CRA-ready binder.
Before you start: bring your own AI key
Add your own key under Settings → AI keys to switch on the AI features. It's stored encrypted, runs on your own account, and your client data is never pooled across firms or used to train models. See security and integrations.
Frequently asked questions
It's the natural path — evidence feeds eligibility, time and the forms — but the stages live as tabs inside a claim, so you can move between them freely as the work comes together.
No. Every assessment, narrative and form is a cautious, editable draft grounded in your evidence. You review and file with your T2 return — SREDlog prepares and defends the claim, it never determines eligibility on your behalf.
Add your own AI key under Settings → AI keys to switch on the AI features (SREDlog uses a bring-your-own-key model), then create your first client and claim. A 7-day free trial needs no credit card.
Because the link between project, activity, person, evidence and claimed amount is kept intact end to end, the Export tab can assemble an indexed binder where every figure traces back to its source.
Keep reading
Run your next claim through SREDlog
Start a free trial and walk a real project through every stage — evidence in, audit-ready forms and binder out.
7-day free trial · No credit card required