SREDY.IO — SR&ED Claim Preparation Software for Canadian Businesses

SREDY.IO is AI-assisted SR&ED claim preparation software built for Canadian founders and operators. Instead of paying a consultant 15–30% of your refund, you complete a guided interview and receive a CRA-ready claim package — T661 narratives, financial schedules, and evidence index — for a flat fee.

What SREDY.IO does

SREDY.IO replaces the traditional consultant intake process with a structured, guided interview built around CRA’s own eligibility criteria. The platform generates the three outputs every SR&ED claim needs:

• T661-aligned project narratives — one per eligible project, addressing technological uncertainty, systematic investigation, and technological advancement
• Financial schedules — wages, contractor fees (up to 80%), materials consumed, and overhead via the proxy method
• An evidence index — a structured document mapping your supporting records to each claim element

Your accountant receives a complete, review-ready package. They verify the figures and file the T661 and Schedule 31 with your T2 corporate return. The software does not replace your CPA — it removes the expensive consultant layer that sits between you and your accountant.

Why teams choose SREDY.IO

Product features

• Guided T661 interview — Structured questions modelled on CRA’s eligibility criteria: technological uncertainty, systematic investigation, and technological advancement.
• Multi-project support — CRA’s T661 allows multiple projects per fiscal year. Each project gets its own narrative and financial allocation.
• Financial schedule generation — Captures eligible wages (with time allocation), contractor fees (80% cap), materials consumed, and overhead via the proxy method.
• Evidence index export — A structured document listing your supporting records and mapping them to each claim element.
• CRA readiness assessment — Before export, the platform flags any gaps in documentation or narrative consistency.
• Accountant-ready handoff — The export package is formatted for CPA review: clear headings, structured narratives, and financial summaries.

Pricing and packages

SREDY.IO uses flat-fee pricing — no percentage of your refund. The fee is the same whether your claim is $20,000 or $200,000:

For a detailed cost comparison against traditional consultant fees, see SR&ED consultant fees vs. flat-fee software.

Who SREDY.IO is built for

SREDY.IO works for any Canadian business doing systematic technical investigation. The platform is especially well-suited for:

• Software and SaaS companies with documented technical work — git history, sprint logs, architecture decision records
• Startups and scale-ups doing their first or second SR&ED claim
• Biotech, medtech, and cleantech companies with lab notebooks, test records, and design documentation
• Manufacturers with process innovation, materials testing, and quality improvement records
• Any business with eligible R&D expenditures where a 15–30% contingency fee is a significant cost

How the claim process works

• 1. Eligibility check — Answer a short questionnaire to confirm which projects involve genuine technological uncertainty.
• 2. Guided project interview — Describe each eligible project in response to structured questions modelled on CRA’s T661 requirements.
• 3. Financial schedule — Enter eligible wages, contractor fees (capped at 80%), materials, and overhead via the proxy method.
• 4. Evidence documentation — Record supporting evidence for each project. The platform generates an evidence index linking each record to the relevant claim element.
• 5. Package export and accountant review — Generate the complete claim package formatted for your accountant to review and file.

Software vs. consultant vs. DIY: a comparison

Canadian founders have three main paths for preparing their SR&ED claim. The choice affects your time, cost, control, and audit readiness.