CPA firms handle the most sensitive financial data in Canada — tax returns, SINs, business numbers, bank details. MyCPACRM is built from the ground up for PIPEDA compliance with multi-tenant isolation, encryption, and complete audit trails.
Security Features
Every layer of MyCPACRM is designed to keep your clients' data safe and your firm compliant.
Designed for Canada's Personal Information Protection and Electronic Documents Act. Consent-based data collection, purpose limitation, and data minimization.
Every firm's data is completely isolated. Database-level tenant filtering on every query. No firm can ever see another firm's data.
All documents stored on AWS S3 with server-side encryption. Presigned URLs for secure, time-limited access. No permanent public links.
Every action logged: who did what, when, from which IP. Filing changes, document access, signature events, permission changes — all tracked.
15 page-level permission toggles. Staff only see what they need. Admin always maintains control. API-level enforcement.
Password hashing, account lockout after failed attempts, OTP (one-time password) support for client portal access. Session management with token expiry.
Compliance Checklist
Every box checked so your firm stays compliant and your clients stay protected.
PIPEDA compliant data handling
UECA compliant electronic signatures
Multi-tenant database isolation
AWS S3 encrypted document storage
SHA-256 document integrity verification
Complete audit trail on all actions
Role-based access control (15 toggles)
OTP authentication for portal
Automatic session expiry
Data hosted in Canada
Your clients trust you with their most sensitive data. MyCPACRM makes sure that trust is well placed. Request a demo and see our compliance features in action.