Stop forwarding emails and losing context in Slack threads. Create action items, @mention teammates, and use smart shortcuts — all directly on client emails and tax filings.
Every shortcut is designed to keep you in flow. No mouse needed — just type and go.
Notify the right person instantly
Type @ and start typing a name. A dropdown shows all team members — select one and they're notified immediately.
Example: Assign a filing review
@Sarah can you review the T2 for ABC Corp? Year-end docs just came in.
Example: Flag something for the partner
@David CRA sent a reassessment notice — need your sign-off before we respond.
Example: Loop in bookkeeping
@Priya trial balance doesn't tie — can you check the Dec entries?
Pre-built actions in one keystroke
Type / to open the snippet picker. Each snippet pre-fills the message, sets the type (action item or message), and saves you from typing the same thing twice.
Link to anything in the system
Type # to search across clients, filings, documents, deadlines, and tags. Click to insert a smart reference that links directly to the item.
Clients
#ABC Corp — jump to any client record
Filings
#Corp T2 - Dec 2025 — link to a specific filing
Documents
#T2-Return-2025.pdf — reference an uploaded doc
Deadlines
#GST/HST Due Mar 31 — flag an upcoming deadline
Tags
#Waiting on Client — categorize the thread
Real scenarios from CPA firms. No hypotheticals — this is what your day looks like with collaboration built in.
Client sends T2 documents via email
Client emails: "Hi, attached are the year-end financials for ABC Corp."
Type: /missing-docs @Sarah T4 slips and bank statements still missing. Please follow up. #ABC Corp #Corp T2 - Dec 2025
She sees the action item in her dashboard, contacts the client, and replies: "Got the T4s. Bank statements coming tomorrow."
Sarah marks it Done. Progress bar updates: 1/1 complete. Full audit trail preserved.
GST/HST return blocked waiting for info
Opened from the Workflow board. Q4 return for XYZ Ltd needs ITC breakdown from bookkeeper.
Type: /bookkeeping @Priya Need the Q4 ITC breakdown before I can file. #Waiting on Client
She replies in the thread: "Done — ITC summary uploaded." References: #Q4-ITC-Summary.xlsx
You click the document reference to download, complete the return, and type: /filed GST/HST submitted to CRA.
12 default tags across three categories — plus you can create your own. Attach tags to any collaboration thread for instant filtering.
Assign tasks with status tracking (Pending, In Progress, Done), priority levels, and due dates. Progress bar shows completion at a glance.
Reply to specific messages to keep conversations organized. Pin important messages for visibility. React with emoji for quick acknowledgements.
Same collaboration panel everywhere. Open it on a client email, a T2 filing, a GST/HST return, or a walk-in — same shortcuts, same experience.
Create your own snippets for common actions your firm takes. Share them with the team or keep them personal. Categorize as action items or messages.
Every action, message, status change, and mention is logged. PIPEDA-compliant history of who did what and when — invaluable during CRA reviews.
See all your assigned action items in one place. Filter by status, priority, or client. Never lose track of what needs your attention.
See how collaboration works in MyCPACRM. Watch the demo or book a personalized walkthrough.