Public Launch of SREDr

SREDr officially launched, giving tax consultants a single home to manage every SR&ED claim from first evidence to final filing. A live pipeline view shows exactly where each claim stands — gathering, analyzing, grouping, writing, or ready for review — while one-click source connections and drag-and-drop uploads replace the manual busywork of hunting down evidence. What used to take a patchwork of scripts and spreadsheets now runs end-to-end from a single dashboard, so consultants can manage more clients with less overhead.

How to use

1. Open Claims and create a new claim for the client account and fiscal period.
2. On the claim’s Sources tab, connect issue trackers or upload evidence files.
3. Click Start Gathering (or Generate) to run the pipeline.
4. Watch the Claim Progress strip as the claim moves through gathering, analyzing, grouping, writing, and review.
5. Use the claim tabs (Details, Sources, Evidence, Submission, Financials) to review each stage before approving.