Quick Drafting
Generate initial SR&ED project descriptions and technical narratives much faster than starting from scratch.
The Shredy platform
Your R&D.
All connected.
Bring projects, financials, and forms into one connected workflow. Guided AI tools and expert support help your team prepare a clear, well-documented SR&ED claim.
Built around the work your team already does.
One connected workspace
Technical writing
Your project story
Project financials
People and costs
Company details
A connected record
Filing package
Prepared for review
Your records. Your team. One clear view.
- Guided technical writing
- Connected project financials
- Forms ready for review
Built to work together
One platform. A connected process.
Move from your existing records to a package your team can review, with the right context at each step.
- 01
Your company data
Project records, people, and expenses.
- 02
Identify R&D activity
Connect your work to SR&ED requirements.
- 03
Prepare your forms
T661, Schedule 31, and provincial forms.
- 04
Review and file
Bring your package to your accountant.
Feature breakdown
Explore by category
01
Project Handling
Streamline your SR&ED project management from identification to compliance
Technical Writer
Draft technical narratives with SR&ED-specific prompts, then review and refine the details with your team.
CRA Compliance Language
Generate language that meets CRA requirements and passes internal auditor reviews with confidence.
Avoid Over & Under Claiming
Our process ensures you claim the right amount, maximizing refunds while staying compliant.
Identify Unknowns & Background
Easily document technological uncertainties and project background that qualify for SR&ED.
02
Financials
Comprehensive financial management and expense categorization for SR&ED claims
Employee Information Handling
Securely manage employee data, time allocation, and salary information for accurate SR&ED calculations.
Materials & Overhead
Track and categorize materials, supplies, and overhead costs directly related to SR&ED activities.
Bulk Transaction Categorization
Efficiently categorize large volumes of transactions with smart matching and bulk operations.
QuickBooks & CSV Import
Seamlessly import financial data from QuickBooks, Excel, or CSV files with automated mapping.
03
Company Information
Secure and flexible handling of complex corporate structures and compliance requirements
Secure Data Handling
Enterprise-grade security with encryption at rest and in transit. Your sensitive data stays protected.
Proxy vs Traditional Methods
Choose between proxy method and traditional approach based on your company's specific situation.
Multi-Province Support
Handle SR&ED claims across multiple provinces with province-specific forms and requirements.
Multi-Tax Year & Companies
Manage multiple tax years and companies from a single dashboard with consolidated reporting.
04
Optimize
Maximize your SR&ED benefits with intelligent optimization and strategic planning
Credit Allocation
Allocate SR&ED credits forward and backward across tax years to maximize tax benefits.
Income-Based Optimization
Optimize claims based on company income, tax position, and strategic business needs.
05
Generate
Export ready-to-file forms and documentation with professional formatting
T661 Form Generation
Generate complete T661 forms with all required schedules and supporting documentation.
T2SCH31 & Provincial Forms
Export T2 Schedule 31 and all required provincial forms with accurate calculations.
PDF & CSV Export
Export in multiple formats: professional PDFs for filing or CSV files for further analysis.
Shredy vs. Other SR&ED Software
| Feature | Shredy | SRED.io | TaxEater |
|---|---|---|---|
| Full filing package, end-to-end | Yes | No | No |
| Automated CRA compliance audit report | Yes | No | No |
| Accelerated T661 narrative drafting | Yes | No | No |
| 24/7 SR&ED AI chat assistant | Yes | No | No |
| Flexible engagement options | Yes | No | Yes |
Bring technical drafting, preparation checks, and expert support into one workflow. Your team reviews the details before filing.
Shredy vs. Traditional Consultants
Traditional approach
No
Weeks or months spent going back and forth
With Shredy
Yes
Drafts prepared in days, not weeks
Traditional approach
No
False sense of knowing SR&ED criteria
With Shredy
Yes
Structured checks help identify gaps before filing
Traditional approach
No
10%-30% of your refund, often with unclear scope
With Shredy
Yes
Clear scope and pricing agreed before you start
Your next step
See how your work
comes together.
Talk through your projects with our team and explore the tools and support that fit your preparation process.