From Data Import to Filing—It's all in one flow

We offer a technical writer, a project manager, a transaction categorizer, and a file generator to help you file your SR&ED claims. Use one or all of them to help you file.

Our process is chunked into 4 steps.

Follow the steps in sequence to get your refund: 1) Fill in company basic company information, 2) generate project reports, 3) report financials associated with the projects, and 4) export the filing package. We guide you at every step.

Step-by-step process workflow diagram

Import using your favourite tools

We try to make it as easy as possible by allowing you to import your data with your tools. Link your project-management (e.g. Asana, Linear) or accounting software (e.g. QuickBooks). Shredy securely syncs projects and SR&ED-eligible transactions.

Connected software integrations and data synchronization

Categorize Expenses by Project

We help you match imported transactions to projects and highlight any uncategorised spend so nothing slips through the cracks.

Expense categorization and project matching interface

How we generate technical narratives

Our Technical Writer drafts lines 242, 244 & 246 for each project. Provide context once—or upload a PDF—and watch the narrative come together in seconds.

AI-powered technical writing and document generation

Export the Filing Package

One-click export produces instructions and the forms needed to make the claim.

Export and download filing package interface

File & Celebrate

Hand the package to your accountant/consultant—or file yourself—and get back to running your business.

Ready when you are

Ready to streamline your SR&ED process?

Join hundreds of Canadian companies claiming SR&ED with Shredy's automated platform.

Start Your Claim