A comprehensive practice management platform built exclusively for Canadian CPA firms. From client onboarding to tax filing, reminders to reporting -- everything works together seamlessly.
Stop juggling spreadsheets, folders, and sticky notes. MyCPACRM gives your entire team instant access to every client detail, relationship, and history — searchable and always up to date.
ABC Corporation
T2 • GST/HST • Payroll
John Doe (Personal)
T1 • Owner of ABC Corp
XYZ Trust
T3 • 3 Beneficiaries
Corporate T2
Due: Jun 30, 2025
GST/HST Return
Due: Apr 30, 2025
Personal T1
Due: Apr 30, 2025
Payroll Remittance
Due: May 15, 2025
Every filing type your firm handles — T2, GST/HST, Payroll, T1, T3, WSIB — tracked with intelligent deadline management built for Canadian tax requirements.
Your team spends hours every week sending reminder emails manually. MyCPACRM automates the entire process — personalized reminders via email and SMS, sent at exactly the right time.
T2 Reminder — ABC Corp
Sent via Email • 30 days before deadline
GST/HST Reminder — XYZ Ltd
Scheduled • 14 days before deadline
T1 SMS Reminder — John Doe
Sent via SMS • 7 days before deadline
Payroll Reminder — DEF Inc
Cancelled • Documents received
T2 Corporate Return — ABC Corp
3 of 4 documents received
No more emailing back and forth asking "did you send the T4 slips?" Generate secure upload links, track what's been received, and see exactly what's still missing.
Dive deeper into every feature that makes MyCPACRM the complete platform for your practice.
The foundation of your practice — everything you need to manage clients, teams, and day-to-day operations in one place.
Stop wasting time hunting through spreadsheets and emails. Every client detail, relationship, and history in one searchable hub.
Know exactly where your practice stands at any moment. Real-time metrics replace hours of manual report building.
Never let a task fall through the cracks. Clear assignments, tracked progress, and full visibility into who is doing what.
End the back-and-forth of scheduling. Clients book, confirmations send, and your calendar stays organized automatically.
Handle one-off service requests without cluttering your client database. Perfect for tax season walk-ins and quick consultations.
See every client's subscribed services in one visual grid. Instantly spot cross-sell opportunities and service gaps.
Purpose-built for Canadian tax filing requirements. Track every filing type, deadline, and compliance obligation across your entire client base.
One unified dashboard for every Canadian tax filing type. No more juggling separate spreadsheets for each obligation.
Deadlines calculate themselves from year-end dates. Color-coded urgency means you always know what needs attention first.
Manage personal tax season with family-aware tracking. See linked family members, control reminders per person, and track season progress.
Track every CRA representative authorization with expiry alerts. Never get caught with an expired authorization again.
Every client has different year-ends and filing frequencies. Handle them all without manual date math or missed periods.
Move filings through a clear pipeline from intake to completion. Everyone sees the same status, no more confusion about what is done.
Built-in privacy controls and audit logging so you are always ready for a compliance review. Privacy is not an afterthought.
Stop doing repetitive work manually. Automate reminders, personalize communications at scale, and reclaim hours every week.
Set it once and never think about it again. Multi-stage email and SMS sequences that automatically stop when documents are received.
Write once, personalize forever. Dynamic placeholders auto-fill client names, deadlines, and filing details for every message.
Reach hundreds of clients at once without getting flagged as spam. Built-in rate limiting keeps your emails delivering reliably.
Advanced capabilities that set your practice apart. From secure document portals to multi-office management.
No more digging through email attachments. Clients upload directly to their secure folder and you get notified instantly.
Give clients 24/7 access to their filing status, documents, and messaging. Fewer phone calls, happier clients.
Stop switching between your email client and CRM. See all client emails in context, right alongside their filing data.
Your CRM appointments sync with your existing calendar. No more double-booking or missed meetings across platforms.
Run multiple offices or branches on one platform with complete data isolation. Each location gets its own branding, settings, and user management.
Send documents for signing without leaving MyCPACRM. Clients sign via a secure link — no account needed. Complete audit trail included.
Create action items, threaded discussions, and @mentions directly on client emails. No more Slack threads or lost context — everything stays with the client.
Control exactly who sees what. 15 page-level permission toggles per role — admins always have full access. Enforced in navigation and routes.
Drag-and-drop widgets to build your perfect command center. Each team member gets their own layout with the KPIs that matter most to them.
Import your entire client list from CSV in minutes. Smart field mapping, validation preview, and bulk cleanup tools keep your data pristine.
Get up and running fast with step-by-step setup wizards. Configure your firm, filing types, templates, and users — all guided, no guesswork.
See how MyCPACRM compares to spreadsheets and generic CRMs
| Feature | Spreadsheets | Generic CRM | MyCPACRM |
|---|---|---|---|
| Canadian Tax Filing Types (T2, GST, T1, Payroll, WSIB) | Partial | Full Support | |
| Automated CRA Deadline Calculation | |||
| Email + SMS Reminders | Email Only | Both | |
| Client Portal with Document Upload | Add-on | Built-in | |
| Multi-Office / Multi-Branch Support | Expensive | Included | |
| PIPEDA Compliance Tools | Built-in | ||
| Walk-In & One-Off Service Tracking | |||
| Family Group Tax Management |
Feedback from CPA firms who helped shape MyCPACRM from day one
"MyCPACRM replaced our spreadsheet nightmare. We now track every T2, GST/HST, and payroll filing without anything falling through the cracks."
Early Adopter
Managing Partner, CPA Firm
"The automated reminders alone save our team 8+ hours per week. Clients get their documents in on time, and we never miss a deadline."
Early Adopter
Senior Accountant, CPA Firm
"Finally, a CRM that understands Canadian tax requirements. The T1 season tracker and family grouping features are game-changers."
Early Adopter
Tax Manager, CPA Firm
Join CPA firms across Canada who are saving 15+ hours every week with MyCPACRM.
Setup takes less than 5 minutes