Comparison

Stop managing SR&ED claims in spreadsheets

A spreadsheet can produce a claim. It can't defend one. Here's how a purpose-built SR&ED workspace compares with the manual stack of spreadsheets, Word docs and email.

Spreadsheets & docs
SREDlog
Finding evidence
A scramble across tools at year-end
Always linked to its project
Writing narratives
From memory, in the final week
AI-assisted drafts from real evidence
T661 / SCH 31 / provincial
Re-keyed across documents, easy to mismatch
Drafted together and reconciled to your numbers
Building the binder
By hand, after a CRA letter
Exported on demand, indexed and complete
Defending a number
Hope you can find the source
Traces back to its evidence in one click
Time allocation
Standalone timesheets, off to the side
Hours mapped to project activities and evidence
Multiple clients
A folder and a naming convention you hope holds
A private workspace per client and tax year
Collaboration
Conflicting copies and “final_v3_FINAL.xlsx”
One workspace with a review queue and sign-off

Where spreadsheets break down

The problem isn't effort — it's that the tool can't hold a claim together.

Evidence drifts apart

Proof of the work scatters across tools no spreadsheet can pull together.

Narratives get rushed

A blank cell is no starting point — late write-ups are weaker and harder to defend.

Numbers fall out of sync

The same figures, re-keyed across forms by hand, drift — and reviewers notice.

Audit prep starts too late

Build the binder only after the CRA asks and the evidence trail has gone cold.

Keep your evidence — lose the spreadsheets

Upload what you already have, connect GitHub, and let SREDlog turn it into drafted forms and an audit-ready binder.

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