Getting Started with SREDr

Welcome to SREDr — the AI-powered platform that helps agencies assemble SR&ED claims in hours instead of weeks. AI agents gather evidence and draft the claim; your expertise stays at the center for review and filing.

This guide shows how claim assembly fits together, then walks you through the How-To articles in the order most consultants follow when they are new to the platform.

How claim assembly works

Every engagement is built around a claim for a client Account. SREDr moves that claim through five stages of claim assembly:

1. Gathering — connect Jira, GitHub, Linear, Asana, Monday.com, Bitbucket, or Confluence (or upload files); SREDr auto-fetches commits, issues, and worklogs
2. Analyzing — AI screens each piece of evidence for SR&ED eligibility
3. Grouping — AI groups related work into coherent projects with full traceability from source to claim
4. Writing — AI generates the claim submission — technological uncertainties and work performed
5. Review — apply your expertise to the AI draft before CRA submission

In the product, that journey lives across Details, Sources, Evidence, Submission, and Financials. AI typically gets a claim roughly 80% ready; your review and edits bring it to 100% for filing — empowering consultants, not replacing them.

Use Support anytime to contact the team, browse these Resources, or catch up on product releases.

Your Getting Started path

Work through the guides below in order. Each opens a focused How-To; return here whenever you need the full map.

1. Prepare and track claims

1. How do I prepare a client's claim from start to finish? — intake → gather → generate → review → approve
2. How do I know where my claim is in the process? — pipeline stages and what to do next
3. How do I start next year's claim from last year's work? — clone, update dates, decide what to refresh

2. Bring in evidence

1. How do I pull evidence from my client's tools? — connect Jira, GitHub, and more in a few clicks
2. How do I add timesheets and documents as evidence? — uploads when tools are not connected
3. What if gathering finds no evidence? — dates, source config, and re-runs
4. How do I include or exclude work from the claim? — eligibility review before regrouping or rewriting

3. Finish the Submission

1. How do I use the Submission for my T661 Part 2? — field mapping, word limits, and Copy
2. How do I revise a submission? — 80% AI draft → 100% consultant finish
3. How do I coach the AI while editing a writeup? — AI Claim Assistant while you apply your expertise
4. I regenerated by mistake — how do I get my draft back? — version restore
5. How do I make claims match our agency's writing style? — agency, personal, and claim instructions

4. Prepare financials

1. How do I prepare financials for filing? — province, CCPC, hours, and estimates
2. How do I fix duplicate employee names on timesheets? — merge and split
3. How do I get salaries into the claim? — CSV import, re-sync, and resets

5. Access and security

1. Who should have access, and how do I keep accounts secure? — roles, contributors, and MFA
2. How SREDr protects your data — security whitepaper

Stay current

When you are comfortable with the basics, skim Latest Releases on the Support page (or open the full Releases library) for what is new in the platform. If you get stuck, use Contact support on the same page — we typically respond within one business day.

Related

• Support Center with How-To Resources
• Public Launch of SREDr