Important client emails get buried in personal inboxes. Threads fall through the cracks. Someone leaves and their emails go with them. MyCPACRM gives your firm a shared inbox where every email is matched to a client and visible to your team.
Built-In Inbox
T2 Filing Documents Ready
Hi, I've uploaded all the documents for our corporate filing. Can you...
Chen Corp Inc.Re: GST/HST Return Questions
Thanks for the clarification on the input tax credits. One more question...
Patel & AssociatesPayroll year-end summary
Please find attached our payroll records for the fiscal year ending...
Rodriguez HoldingsNew business incorporation docs
We just received the articles of incorporation. When can we start the...
Wong EnterprisesA shared inbox built for accounting teams. Every email matched to a client.
Simple Setup
Add your IMAP/SMTP credentials in Settings. MyCPACRM syncs your inbox automatically. Multiple email accounts supported per firm.
Incoming emails are automatically matched to client records by email address. New senders can be linked with one click.
Reply inline, compose new emails, forward to clients. Start a collaboration thread on any email to delegate tasks to your team.
Everything You Need
Familiar email layout: folders on the left, message list in the center, reading pane on the right. Search, sort, and filter across all emails.
Every email is matched to a client by email address. See the client name, filing status, and recent activity right alongside the email.
Rich text composer with formatting, attachments, and email signature support. Reply, reply all, forward — all from within MyCPACRM.
Conversations are threaded automatically. See the full email chain collapsed or expanded. Never lose context on a client conversation.
Start a collaboration thread on any email. @mention team members, assign action items, set due dates. The email becomes a workspace.
Create professional email signatures per user. HTML-formatted with firm branding. Applied automatically to outgoing emails.
Inbox, Sent, Drafts, Archive — plus custom folders. Move emails between folders. Bulk archive old conversations.
Connect multiple email accounts for different staff or departments. Each account syncs independently. All visible in one unified view.
Compatible Providers
Connect your Google Workspace or personal Gmail account via IMAP. Full two-way sync with labels and folders.
Connect Outlook, Microsoft 365, or Exchange accounts. Sync emails, sent items, and folders seamlessly.
Self-hosted or third-party email servers with IMAP and SMTP support. If your firm uses email, it works with MyCPACRM.
If your firm uses email, it works with MyCPACRM.
Your firm's emails belong with your client files. Request a demo and see how a shared inbox transforms the way your team works.