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    How Shredy works

    From your work
    to a clear claim.

    Four connected steps bring your project story, costs, and forms together. Your team stays involved, with expert support when you need it.

    Talk to Experts Explore the steps

    A guided process. Your team stays in control.

    Your path through Shredy
    1. 01

      Company details

      Structure and tax year

    2. 02

      Technical story

      Projects and evidence

    3. 03

      Project financials

      People, costs, and records

    4. 04

      Filing package

      Forms ready for review

    From your first input to a clear handoff

    • Four connected steps
    • Your team reviews the details
    • Expert support when you need it

    A process you can follow

    A clear path.
    With you at every step.

    Start with your records. Work through the details with your team, then review the package before filing.

    1. 01Company details
    2. 02Technical story
    3. 03Project financials
    4. 04Filing package

    Step 01

    Share your company details

    Start with the basics: company info, tax year, and corporate structure. Connect your accounting or project tools when you are ready. Shredy pulls in what it needs and keeps you in control of every input.

    • Company and tax year
    • Corporate structure
    • Connected records when you are ready
    Shredy workspace01 / 04
    Company setup and onboarding workflow
    Company details · Structure and tax year

    Step 02

    Document your R&D projects with AI

    Our AI Technical Writer works alongside your team to draft CRA-aligned narratives for lines 242, 244, and 246. You provide context once, review each section, and refine until the story reflects your work accurately.

    • Lines 242, 244, and 246
    • Your project context and evidence
    • Your team reviews and refines
    Shredy workspace02 / 04
    AI-assisted technical writing interface
    Technical story · Projects and evidence

    Step 03

    Organize project financials

    Import transactions from QuickBooks or CSV, then match eligible spend to each project. Shredy highlights gaps and uncategorized items for your team to review.

    • QuickBooks or CSV import
    • Expenses matched to projects
    • Gaps highlighted for review
    Shredy workspace03 / 04
    Expense categorization and project matching
    Project financials · People, costs, and records

    Step 04

    Export your filing package

    Generate T661, T2SCH31, provincial forms, and supporting documents in one export. Hand the package to your accountant, or work with our team if you want hands-on support through filing.

    • T661 and Schedule 31
    • Provincial forms and supporting records
    • A clear handoff to your accountant
    Shredy workspace04 / 04
    Export and download filing package
    Filing package · Forms ready for review

    Your next step

    Let’s walk through
    your projects.

    Book a short call with our team. We’ll explore your research, explain the preparation process, and help you understand your next steps.

    Talk to Experts Explore the platform
    Shredy

    A clearer path from your R&D work to a well-prepared SR&ED claim.

    Built in Vancouver. For Canadian innovators.

    Shredy

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