Add an SR&ED practice line
Your clients are already doing R&D, and already asking about SR&ED. The opportunity is real, but SR&ED has always demanded specialized, audit-heavy work that's hard to staff.
SREDlog lets a firm offer SR&ED with confidence.
3-day trial · no card · AI included, no setup
Why firms add SR&ED
SR&ED is a natural extension of the T2 work you already do, it deepens client relationships, and it's valuable enough that clients will otherwise hand it (and a slice of the credit) to an outside consultant.
The part that used to need a specialist
SR&ED rewards experience: knowing how to frame the uncertainty, write the narratives, and hold up under a technical review. SREDlog builds that know-how into the workflow. It drafts the narratives from your evidence, generates the forms, and keeps the traceability a review looks for, so a competent tax team can deliver defensible claims without standing up a whole SR&ED department.
Fits your firm
- One workspace per client, alongside the rest of your tax work.
- Invite your whole team; roles keep admin controls where they belong.
- Generates the T661, T2 Schedule 31 and provincial forms as reviewable drafts.
- Audit-ready binder per claim, so a review never derails a partner's week.
Defensible by default
Every claim keeps the link between evidence and amount, in cautious language your reviewers control. That's how you protect both the client's credit and the firm's reputation.
Frequently asked questions
No. SREDlog encodes the workflow so a competent tax team can prepare defensible claims; bring in a specialist for edge cases if you wish.
Yes. Invite colleagues into your firm workspace; admin-only controls stay restricted to admins.
SR&ED is filed with the T2, and SREDlog produces the T661 and Schedule 31 that go with it, so it slots into your existing return process.
Pricing scales with claim volume, with every feature included and no per-seat fees. See pricing.
Yes. Your firm has its own isolated workspace, with AI on our managed models or your own OpenAI key. See security.
Add SR&ED to your firm's services
Start a free trial and prepare a client claim end to end, without building a specialist team.
3-day free trial · No credit card required