Can I manage multiple clients in SREDlog?

Yes. Each client's claims are organized separately by project and tax year, and you can invite colleagues to collaborate.

Does it replace my judgment?

No. It drafts narratives and forms from evidence; you review, edit and approve everything. It prepares and organizes the material but does not decide eligibility.

Will it help me in an audit?

It keeps evidence and claimed amounts connected and can generate an indexed supporting binder. It does not guarantee a CRA outcome.

How is pricing structured?

Pricing scales with your claim volume, with every feature included. See the pricing page.

Is client data kept separate?

Yes. Your firm works in an isolated workspace. SREDlog AI processes only the information selected for the requested function. See security.

Consultants

SR&ED for consultants

The difficult part of adding another claim is rarely creating the folder.

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It is keeping the client's evidence, T661 drafts, hours, calculations and review decisions connected while several people move the work forward.

SREDlog gives the firm a consistent preparation process without flattening every client's technical story into the same template.

Manage more claims without losing project detail

Each new client adds projects, evidence requests, narratives, calculations and deadlines. A shared structure makes that work easier to assign, review and repeat while keeping every claim separate.

Use a consistent preparation process

Separate claim records organized by client, project and tax year.
Evidence analysis that identifies relevant technical work in documents and logs.
Drafted 242 / 244 / 246 narratives grounded in that evidence, ready for you to edit and sign off.
Time allocations linked to source records, ready for the T661.
My Work, saved portfolio views and bulk actions for reviews, requests and filing work across the practice.
Client fact-review rounds with anchored comments and a version-bound decision record.
Fee realization and CRA review states kept alongside the claim portfolio.
An indexed review package generated for each claim.

Move a client claim from analyst to reviewer

An analyst can organize the source record, review proposed hours and prepare the technical draft. The claim lead checks the evidence links and T661 wording, asks the client to confirm selected facts, and sends the current version for internal review. Material changes need a fresh review decision.

The practice keeps the filing package and its preparation history with that client and tax year. A later CRA review can start from the preserved record, with requests and response work tracked separately.

Find the source again months later

Each material figure and narrative can be linked to the evidence behind it. If a claim is reviewed, the records are already organized by client, project and tax year.

Evaluate the workflow on one active file

Start with one client, tax year and project. Bring in an approved source, review its classification, check the time entries, and prepare a draft for a colleague to review. The full walkthrough shows the same sequence with fictional Northwind Robotics records.

Compare the review process with your current working papers before moving more files. Annual pricing is based on filing capacity, with no per-seat fees; the trial lasts seven days and final filing downloads require a paid plan.

The software assists; the preparer decides

Narratives, assessments and forms remain editable throughout the process. You review the evidence, make the professional decisions and approve what is included in the final claim package.

Frequently asked questions

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Put one active client claim through the workflow

Start a free trial with the client, tax year and project you are already preparing.

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