Sredsimplify

SREDSimplify positions itself as an enterprise-grade workflow tool rather than a simple chat interface, designed specifically for the evidence-heavy nature of SR&ED claims. The platform serves founders, CFOs, and SR&ED reviewers who need to transform scattered project artifacts into audit-ready documentation. Unlike generic AI tools, it maintains context, instructions, and artifacts in a unified IDE-style workspace.

The primary use cases include eligibility pre-checks for new projects, drafting T661 technical narratives with proper citations, generating logbooks, and extracting time records from CSV data. The tool addresses the common pain point of SR&ED claims being rejected due to poor documentation or risky language, offering structured analysis against the three pillars of SR&ED eligibility.

Target users range from early-stage startup founders handling their first claims to professional SR&ED consultants managing multiple client projects. The optional expert review add-on bridges the gap between AI-generated drafts and human professional oversight before CRA submission.

• Evidence Ingestion: Upload PDFs, Jira exports, logs, diffs, and other messy artifacts with asynchronous indexing that processes files in the background without blocking your workflow.

• Structured Eligibility Analysis: Evaluate projects against the three pillars of SR&ED with scope filtering and gap-driven next steps, replacing vague chat answers with actionable reports.

• T661 Draft Generation: Automatically generate technical narratives formatted for CRA submission with traceable sources linking every claim to specific evidence.

• Risk Scan and Scope Control: Identify risky language and maintain clean claim boundaries to reduce audit risk before submission.

• Logbook Generation: Create compliant time and activity records from project data to support contemporaneous documentation requirements.

• Time Extraction (CSV): Parse and structure time tracking data from CSV exports for accurate SR&ED expenditure claims.

• AI Workspace with Context Control: Maintain project context, instructions, and artifacts on a single screen with controlled AI runs to prevent hallucination and ensure consistency.

• Optional Expert Review: Access one-time human expert review of generated drafts for professional validation before filing.

• Create an account: Register at sredsimplify.com/register to access the workspace and begin with the free tier.

• Create a project: Set up a new SR&ED project within the console to organize your claim documentation and evidence.

• Import evidence: Upload relevant files including PDFs, Jira exports, logs, diffs, and other artifacts into your project for asynchronous indexing.

• Run pre-check: Execute the SR&ED eligibility pre-check to receive a structured report scoring your project against the three pillars with identified gaps and risks.

• Review AI analysis: Examine the generated analysis for scope, citations, and risk flags, using the gap-driven next steps to strengthen weak areas.

• Generate T661 drafts: Use the AI workspace to produce technical narratives with traceable evidence sources and reduced risky language.

• Optional expert review: Purchase the add-on expert review service for professional validation of your draft before submission.

• Export and file: Download your T661 narratives, logbooks, and attachments to submit to CRA with confidence in your documentation.

• Evidence-first architecture: Unlike generic AI tools, SREDSimplify is built around ingesting and citing actual project artifacts rather than relying on user descriptions alone, creating defensible audit trails.

• Structured output over chat: Delivers eligibility reports with three-pillar analysis, scope filtering, and gap identification rather than vague conversational responses that lack actionable guidance.

• Audit-friendly language processing: Actively scans for and reduces risky language in outputs, helping claims avoid red flags that trigger CRA scrutiny.

• IDE-style workspace: Consolidates context, instructions, and artifacts on one screen with enterprise-grade workflow design, eliminating the fragmentation of using multiple tools.

• Scalable from founder to enterprise: Supports individual founders with lightweight needs through unlimited project tiers and custom enterprise deployments with batch processing and API access.

• Human-AI hybrid option: Offers optional expert review add-on combining AI efficiency with professional SR&ED consultant validation, bridging automation and compliance expertise.

• Priority support: Included with all tiers including Free, providing responsive assistance for platform usage and SR&ED workflow questions.

• Help Center: Access documentation and self-service resources at sredsimplify.com for common questions and feature guidance.

• API Documentation: Technical reference materials available for Enterprise customers integrating SREDSimplify into existing systems.

• Contact form: Direct messaging through the website for onboarding guidance, reviewer workflows, or deployment constraints with typical response within one business day.

• Status page: Monitor platform availability and incident reports at sredsimplify.com.

• LinkedIn community: Follow linkedin.com/company/sredsimplify for updates and professional networking.

Web application — accessible directly in browser at sredsimplify.com, no download required.