SR&ED for consultants
The difficult part of adding another claim is rarely creating the folder.
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.
Add claim volume without losing the project record
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.
Move the preparation work into one workspace
- One isolated firm workspace, 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.
- An indexed review package generated for each claim.
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.
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
Yes. Each client has its own organized workspace within your firm, and you can invite colleagues to collaborate.
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.
It keeps evidence and claimed amounts connected and can generate an indexed supporting binder. It does not guarantee a CRA outcome.
Pricing scales with your claim volume, with every feature included. See the pricing page.
Yes. Your firm works in an isolated workspace. AI requests use either SREDlog's managed OpenAI account or your firm's own OpenAI account. See security.
Put one active client claim through the workflow
Start a free trial with the client, tax year and project you are already preparing.
7-day free trial · No credit card required