Prepare for CRA review with an organized claim record
A CRA question may arrive long after the engineer, analyst or consultant has moved on to other work.
Narrative trail
Each material conclusion points back to evidence.
Evidence index
Projects, people, time and source files stay connected.
Review package
Forms, calculations and supporting records export together.
Reconstructing the claim at that point is slow and invites avoidable gaps.
SREDlog keeps forms, calculations, approvals and supporting records connected during preparation so the team can answer from the claim record it already reviewed.
Build the package while preparing the claim
Each package includes the forms, calculations, source evidence and links between claimed amounts and source records. It is generated from the material already organized in the claim workspace.
Find the source behind a material figure
- Each material figure links to its evidence so your team can locate the source quickly.
- Time allocations tie back to the documents that support them, with approvals logged.
- A timestamped record shows how the claim was built and who signed off.
Answer a specific request from the filed record
Suppose a reviewer asks how a materials amount relates to the claimed project. Begin with the filed form and its supporting calculation, locate the source invoice and project records, and review what answers the actual request. The fictional Northwind walkthrough follows a source invoice through review and posting, then shows the exported forms and supporting binder.
For a labour question, check the approved time allocations, payroll basis and supporting records together. The CRA review workspace guide explains how to track requests, due dates and responsive records while preserving the original filing snapshot.
Preserve the preparation history
Evidence links, approvals and calculation history remain attached to the claim as it moves through preparation. The resulting package shows how the material figures and narratives were supported.
Frequently asked questions
Organize records for a CRA review
Start a free trial and organize the evidence behind one active claim. Final binders require a paid plan.
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