SR&ED for accounting firms
The T2 file may already contain payroll, contracts and tax balances.
The technical evidence is often somewhere else entirely, spread across the client's systems and the preparer's working papers.
SREDlog brings those records into a claim-specific review process while leaving professional judgment and filing with the firm.
Extend the existing client file into SR&ED
SR&ED is filed with the T2 and depends on financial information the firm may already maintain. SREDlog adds the technical evidence and claim-preparation workflow around that existing relationship.
Bring technical and financial review into one sequence
The product organizes evidence by project, prepares editable narrative drafts and carries reviewed figures into the applicable forms. Your team remains responsible for eligibility, professional review and filing.
Keep roles clear as the file moves
- 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.
- An indexed supporting binder for every completed claim.
Preserve the firm's review and sign-off
Every assessment, narrative and form remains a draft until your team reviews it. Citations and calculation history make that review more efficient and easier to document.
Frequently asked questions
That depends on the complexity of the work and your firm's experience. SREDlog structures preparation and review, while the firm decides what professional expertise each claim requires.
Yes. Invite colleagues into your firm workspace; admin-only controls stay restricted to admins.
SREDlog prepares the T661 and Schedule 31 for review alongside the T2 return. Your team remains responsible for final approval and filing.
Pricing scales with claim volume, with every feature included and no per-seat fees. See pricing.
Yes. Your firm has its own isolated workspace. AI requests use either SREDlog's managed OpenAI account or your firm's own OpenAI account. See security.
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Run one client file through the preparation workflow
Start a free trial with an active claim. Review evidence, narratives and forms before any final download.
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