We saw CPA firms drowning in spreadsheets, missed deadlines, and manual reminders. We built MyCPACRM to fix that.
Our Mission
To help every CPA firm in Canada work smarter — so they can focus on what matters most: their clients.
MyCPACRM is purpose-built for Canadian accounting practices. We understand the unique rhythms of tax season, the complexity of CRA filing types, and the importance of never missing a deadline. Everything we build starts with one question: will this save a CPA time?
Core Values
These principles guide every decision we make, every feature we build, and every interaction we have with our customers.
We don't try to serve every industry. We focus exclusively on Canadian CPA firms, which means every feature is designed for how you actually work.
Software should save time, not create more work. Every feature in MyCPACRM is designed to be intuitive and require minimal training.
Your clients depend on you, and you depend on us. We take uptime, data security, and PIPEDA compliance seriously.
We ship updates based on real feedback from real CPA firms. Your input directly shapes what we build next.
Our Journey
Every great product starts with a real problem. Here is how MyCPACRM came to be.
CPA firms were juggling spreadsheets, email, calendars, file-sharing services, and accounting software just to manage their practice. Important deadlines were slipping through the cracks, client communications were getting lost, and hours were wasted on manual data entry every single week.
What if there was a single platform that handled client management, tax filing tracking, automated reminders, document collection, and team workflow — all designed specifically for how Canadian CPA firms actually operate? That was the spark that started everything.
MyCPACRM: a purpose-built practice management platform that saves firms 15+ hours per week and ensures zero missed deadlines. From T2 corporate filings to GST/HST remittances, from automated client reminders to team workflow management — everything your firm needs, in one place.
By The Numbers
Real numbers that reflect our commitment to Canadian CPA firms.
Features Built-In
Filing Types Tracked
Hours Saved Per Week
Canadian Focused
Our Difference
Generic CRMs were never designed for accounting firms. We were.
We built every feature around Canadian tax filing types, deadlines, and CRA requirements. Our system understands T2 corporate filings, T1 personal returns, GST/HST remittances, payroll deadlines, WSIB, and more — right out of the box.
From GST/HST frequency tracking to family group management, from automated CRA deadline calculations to multi-entity relationship mapping — every detail in MyCPACRM is designed specifically for how CPA firms operate.
We host on Canadian infrastructure and comply with PIPEDA privacy requirements. Your clients' sensitive financial data is protected by enterprise-grade security, encrypted at rest and in transit, with role-based access controls built in.
Let us show you how MyCPACRM can transform your practice. Book a personalized demo and see why CPA firms across Canada are making the switch.