Built for Canadian CPA Firms

Run Your Practice Smarter, Not Harder

The all-in-one practice management platform that helps CPA firms across Canada manage clients, track every filing type, automate reminders, and scale with confidence.

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Personalized Setup
Canadian data hosting
app.mycpacrm.com
MyCPACRM Dashboard - Tax filing tracking, client management, and CRA deadline reminders

0

Features Built-In

6+

Filing Types Tracked

24/7

Automated Reminders

100%

Canadian Focused

Trusted by CPA Firms Across Canada

Toronto Vancouver Calgary Montreal Ottawa Edmonton Winnipeg Halifax & More
Complete Platform

Everything You Need to Run Your Practice

Purpose-built for Canadian CPA firms. Not another generic CRM with tax features bolted on.

Client Management

Every client in one place — corporations, sole proprietors, trusts, partnerships, and personal. One searchable system your whole team can access instantly.

All-in-One

Single source of truth

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Tax Filing Tracking

See every filing's status at a glance — T2, GST/HST, T1, Payroll, WSIB, and more. Auto-calculated CRA deadlines so nothing slips through.

6+ Types

Filing types tracked

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Smart Reminders

Auto-send email and SMS reminders — 30, 14, and 7 days before deadlines. Clients send documents on time without you lifting a finger.

5+ hrs

Saved per week

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Workflow Management

Track what's filed, in progress, and who's responsible. Nothing falls through the cracks.

Reports & Analytics

Custom reports exported as PDF, Excel, or CSV. See overdue filings and bottlenecks instantly.

Deadline Intelligence

Auto-calculated CRA deadlines based on fiscal year ends. Zero late penalties.

Family Group Management

Link spouses and dependents. No duplicate reminders, no missed related returns.

Walk-In Management

Capture T1 season walk-ins, track services needed, and follow up automatically.

PIPEDA Compliance

Built-in consent tracking, audit logs, and data export. Stay compliant automatically.

Document Management

Premium

Secure upload links, organized storage, full tracking of who submitted what.

Client Portal

Premium

Branded self-service portal for clients to check status, upload docs, and message you.

Email Integration

Premium

Connect Gmail or Outlook. Every client email lives alongside their file, visible to your team.

E-Signatures

Send documents for signing with a secure link. No per-signature fees, full audit trail included.

Team Collaboration

Action items, @mentions, and threaded discussions right on client emails. No more lost context.

Role Permissions

15 page-level permission toggles per role. Control exactly who sees what across your firm.

Explore All Features

Guided Onboarding

Go Live in Under 15 Minutes

Our built-in setup wizard walks you through every step. No consultants, no manuals, no guesswork — just answer a few questions and your firm is ready.

6 guided steps · Skip any · Come back anytime
01

Firm Setup

~3 min

Enter your firm name, address, and branding. Configure outgoing email so client reminders go out under your firm's name — not ours.

SMTP auto-detect Logo & branding Email signatures
02

Filing Types

~2 min

Toggle the tax types your firm handles. CRA deadlines are pre-loaded — just pick the ones you need and the system calculates due dates automatically.

11 filing types CRA rules built-in Custom deadlines
03

Reminder Templates

~2 min

Install pre-built reminder schedules for each filing type. Pick a colour scheme, preview exactly what your clients will receive, and set your preferred send time.

Pre-built schedules 8 colour themes Live preview
04

Import Clients

~5 min

Upload your client list via CSV or add them one by one. Corporations, trusts, partnerships, sole proprietors, and personal clients are all supported out of the box.

CSV template Validation preview Auto-links families
05

Invite Your Team

~2 min

Add staff, accountants, and admins. Each person gets the right level of access from day one — no follow-up configuration needed.

3 role levels Auto passwords One-click invite
06

Workflow Setup

~2 min

Choose a preset or build your own. Define the stages each filing moves through — from intake to completion — and start assigning work immediately.

3 presets Custom stages Drag to reorder

You're Live

Start managing clients, tracking filings, and sending automated reminders — all from one place.

No IT required — any admin can do it ~15 minutes from sign-up to go-live Skip & return — finish at your pace

Why MyCPACRM

Built by Accountants,
for Accountants

We understand the unique challenges of running an accounting practice in Canada. Generic CRMs don't cut it when you're managing CRA deadlines, multiple filing types, and Canadian compliance requirements.

  • Canadian Tax Focused

    Generic CRMs don't understand CRA deadlines, fiscal year-end calculations, or provincial filings like WSIB, EHT, and QST. MyCPACRM is built specifically for Canadian tax — T2, GST/HST, T1, Payroll, and more.

  • Multi-Entity Support

    Your clients aren't just one entity type. They own corporations, run sole proprietorships, have family trusts, and file personal returns — often all at once. One system handles every entity type without workarounds.

  • CRA Authorization Tracking

    Know exactly which clients have authorized you with CRA (T1013 & RC59) and get alerted before forms expire — so you never lose access during tax season

  • T1 Season Ready

    T1 season means hundreds of returns in weeks. Without dedicated tools, you lose track of who's filed, who hasn't sent documents, and which walk-ins need follow-up. Bulk processing, family grouping, and walk-in tracking keep you in control.

  • Canadian Data Hosting

    Your clients trust you with their most sensitive financial data. It stays in Canada with enterprise-grade encryption and PIPEDA compliance — never stored on foreign servers where Canadian privacy laws don't apply.

"Finally, a CRM that actually understands how a CPA firm works. The automated reminders alone have saved us countless hours during tax season."
CPA

Early Adopter Firm

CPA Firm, Canada

Get Started

Ready to Simplify Your Practice?

Flat pricing starting at $75/month. No per-seat fees, no surprises. Built for Canadian CPAs.

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Gmail

Outlook

Google Calendar

Microsoft Calendar

Integrations

Connect Your
Existing Tools

Seamlessly integrate with the tools your firm already uses. Send emails, sync calendars, and track CRA authorizations without switching between applications.

  • Your team sends and receives client emails without switching apps — every conversation is saved to the client's profile automatically
  • Never double-book or miss a meeting — appointments and CRA deadlines sync to your existing Google or Microsoft calendar
  • Track T1013 and RC59 CRA authorizations
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FAQ

Questions?
We've got answers.

Everything you need to know about MyCPACRM. Can't find what you're looking for?

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Serving CPA Firms Across Canada

From coast to coast, helping accounting firms in every province and territory

Toronto Vancouver Calgary Montreal Ottawa Edmonton Winnipeg Halifax Mississauga Brampton Hamilton Surrey Quebec City Saskatoon Regina St. John's Victoria

Trusted by Canadian Accounting Firms

SOC 2 Compliant
PIPEDA Compliant
Built for Canadian CPAs
Hosted in Canada

Ready to Transform
Your Practice?

Join CPA firms across Canada who are managing their practices more efficiently. Request a demo today.

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Setup takes less than 5 minutes.