Getting started with SREDDY
Your first session: what happens, in what order, and the five commands that drive everything.
SREDDY prepares your Canadian SR&ED claim — the federal credit and, for work done in Alberta, the provincial top-up — so you do not need a consultant. Connect your files and SREDDY does the rest: it works with the AI you already use, reads what you give it, asks about your projects, helps write them up in your own words, and does every calculation, every deadline and every check against the rules, with all the work shown. You pay one flat fee per claim, per tax year. Nothing is ever sent to the government: you (or your accountant) file the package SREDDY produces.
Your first session
- Say which province the company is in. The province decides the route: Alberta gets the federal claim plus the Alberta grant; everywhere else gets the federal claim on its own. Say it before the folder is read.
- Point SREDDY at your documents. Put whatever you have in one folder, or upload files straight into the chat. Payroll, invoices, funding letters, specs, notes, exports — untidy is fine. (See the documents guide for what helps most.)
- SREDDY reads everything and shows a First Take — the projects it found, the people doing the work, the spend it identified, and an estimated value range. It proceeds on stated assumptions rather than interviewing you first.
- You react. Every assumption is listed with what it is worth, ranked. Correcting the big ones first moves the number fastest; confirming takes one message.
If SREDDY does not seem to know about the province, or a tool is missing an option this guide describes, your AI is holding an old copy of SREDDY's tool list — disconnect and reconnect the connector and it picks up the current one.
How the work proceeds
The status card at the end of each working turn is the single source of truth: the value and its range, progress, open items ranked by dollar impact, deadlines, and the next step. You can stop at any point and pick up later with nothing lost — say "Continue my claim".
The longest part is the project write-ups: your account, in your words, of what was hard and what you did. SREDDY drafts them from your documents and you react; only you can judge whether they are true to the work.
The commands
Five commands cover the journey (in Claude Desktop they are also in the prompts menu): Start my SR&ED claim · Continue my claim · Where does my claim stand? · What is my claim worth? · Package my claim for filing. If a session ever drifts, "Where does my claim stand?" resets the picture.
Questions, lost keys, anything: sreddy@teambisonandbird.com — we reply within one business day. Your claim data is stored and processed in Canada by SREDDY.
- Documents: what to give SREDDYWhat to put in the folder and why, the chat-upload fallback, and what SREDDY does with every file.
- Reading your claimHow to read the status card, where the number comes from, the method choice, and DRAFT vs READY.
- Running next year's project claimablySix recording habits that make next year's claim write itself, and what makes work claimable.
- How to fileWhat SREDDY gives you, who each file is for, and the last mile to CRA and Alberta TRA.