Help & docs

Help documentation

Setup and workflow guides covering clients, claims, evidence, forms and the supporting binder.

15 articles

Getting started

From your first client to your first claim

Create a client, open a tax-year claim, add projects and evidence, and follow the workspace stages through review and filing-package export.

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Evidence & inbox

Uploading and sorting evidence

Bring files into the evidence inbox, review the extracted details, and connect each approved item to the client, claim and project it supports.

Recording time and hours

Enter hours manually or import the spreadsheet template, then review project allocations and supporting records before any time reaches claim calculations.

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Connectors

Connecting GitHub

Install the SREDlog GitHub App, approve repositories, and bring read-only commit, pull-request and issue summaries into the relevant project.

Connecting GitLab

Authorize GitLab, choose client-approved projects, and bring read-only commit, merge-request and issue summaries into the relevant claim project.

Connecting Azure DevOps

Authorize Azure DevOps, select client-approved projects, and bring read-only repository, work-item and build summaries into the relevant claim.

Connecting Jira Cloud

Authorize Jira Cloud, select client-approved projects, and bring read-only issue, status-history and worklog summaries into the relevant claim.

Connecting Linear

Authorize Linear, choose client-approved teams, and bring read-only issue status and recent delivery summaries into the relevant claim project.

Saving Slack evidence

Authorize Slack and use the message shortcut to save selected technical threads as curated evidence; SREDlog does not bulk-sync the workspace.

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Claims & forms

Drafting T661 narratives from evidence

Turn linked project records into editable T661 drafts for technological uncertainty, work performed and advancement, with human review before approval.

Reviewing eligibility assessments

Use the evidence-linked eligibility assessment as a structured review aid, record the team's decision, and keep final judgment with the claim preparer.

Generating forms and the audit binder

Review claim data, resolve filing checks, generate supported federal and provincial form drafts, and package source records for final review.

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Team & security

Inviting your team and managing permissions

Invite colleagues, choose a role, and combine capability permissions with portfolio access so each person sees only the client and claim work they need.

Two-factor authentication and account recovery

Set up authenticator-based two-factor sign-in, store one-time backup codes safely, and understand the controlled account-recovery options.

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Billing

Billing, plans, and the free trial

Understand the 7-day trial, annual filing capacity, plan changes, payment status, final-download limits and the billing messages shown to account owners.

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Can’t find what you need? Contact SREDlog support.