A clear path from scattered records to a review-ready claim.
SREDlog gives your team one structured place to collect evidence, review projects, reconcile costs, prepare forms and package the file. Professional judgment stays with you.
Five stages. One claim record.
Each stage builds on reviewed work from the stage before it, so evidence, decisions and outputs stay connected.
Organize
Set up the claim.
Bring the corporation, tax period, projects and existing records into one workspace before preparation begins.
Outcome
A defined claim with clear scope and ownership.
Build
Develop the technical record.
Organize project facts, source evidence, eligibility analysis and draft narratives around the work performed.
Outcome
A traceable technical file ready for professional review.
Confirm
Verify facts with the client.
Share the exact working version for factual confirmation and route questions or corrections back to the source record.
Outcome
A version-bound record of what the client confirmed.
Reconcile
Build the financial claim.
Review labour, expenditures, assistance and credits in one calculation tied to the claim’s reviewed records.
Outcome
A canonical calculation ready for final validation.
Review and package
Prepare the filing package.
Resolve remaining gaps, review forms and assemble the supporting package and audit trail for the file.
Outcome
A review-ready claim package your team can stand behind.
Built for professional review
SREDlog organizes the work. Your team makes the decisions.
SREDlog helps structure evidence, drafts and claim records. It does not determine eligibility, replace professional judgment or file the corporate return for you.
- Clients confirm the facts they know.
- Preparers assess eligibility and claim positions.
- Reviewers approve the final package.
Want to see how this fits your firm?
Book a focused walkthrough. We’ll show the parts of the workflow that matter to your team, not a canned product tour.