A new corporation walks in with 3 shareholders, their spouses, and family members. You need to track the business, link the people, set up filing types, and generate deadlines — all in one save. MyCPACRM's client management is purpose-built for how CPA firms actually work.
How It Works
Create business clients (corporations, partnerships, trusts) or personal clients. Each gets filing types, service subscriptions, and tax periods configured in one form.
Add shareholders, directors, spouses, dependents. Mark signing authority. Optionally create personal client records that auto-generate T1 filings.
Client records link to filings, documents, emails, appointments, signatures, collaboration threads, and OneDrive folders. One place for everything.
Feature Deep Dive
Every feature designed around how accounting firms actually manage their clients.
Corporate T2, GST/HST, Payroll, Personal T1, T3 Trust, T5013 Partnership — every client type a CPA firm serves, with type-specific fields.
Link shareholders, directors, officers, spouses, children, dependents, bookkeepers, CRA reps. 15+ relationship types. Family groups for connected families.
Enable filing types per client: Corp T2, GST/HST, Payroll, WSIB, OBR, CanCorp. Filings auto-generate with correct deadlines.
Import 200 clients from a spreadsheet in minutes. Map columns, preview data, resolve conflicts. Personal T1 import supported too.
Organize clients into groups for reporting and filtering. Group by industry, service level, or any custom criteria.
Search by name, BN/SIN, email, phone. Filter by client type, status, filing types, assigned staff. Export results.
Click any client for the full picture: contact info, relationships, filings, documents, emails, appointments, signatures, notes — all in tabs.
Deactivate clients cleanly with a reason and timestamp. Filter active vs inactive. Reactivate when they return.
Visual Preview
James Wong
james.wong@email.com
Lisa Wong
lisa.wong@email.com
Business info, services, and linked people — one form, one save.
Business info, relationships, filings, documents, emails — all connected in one client record. Request a demo and see how MyCPACRM organizes your entire practice.