Powerful Features for Modern CPA Firms

Everything you need to manage clients, track filings, automate communications, and grow your accounting practice.

Client Management

All Your Clients in One Place

Centralize all client information with a powerful management system designed for accounting firms.

  • Business & Personal Clients - Handle corporations, sole proprietors, partnerships, and personal tax clients
  • Business Type Classification - Categorize clients by business type with custom required documents
  • Tax Service Subscriptions - Track which filings each client is subscribed to (T2, GST, Payroll, etc.)
  • Quick Search & Filter - Find clients instantly with powerful search and filtering options
  • Complete History - View all filings, reminders, documents, and communications in one place
Client Management Interface
Tax Filing Tracking Dashboard
Tax Filing Tracking

Never Miss a Deadline Again

Track every filing type with intelligent deadline management and status tracking built for Canadian tax requirements.

  • Multiple Filing Types - T2 Corporate, GST/HST, Payroll, T1 Personal, T3 Trust, WSIB, and more
  • Smart Deadlines - Automatic deadline calculation based on fiscal year end dates
  • Status Workflow - Track from "Not Started" through "Info Requested", "In Progress", to "Filed"
  • Fiscal Period Management - Handle different fiscal year ends and filing frequencies
  • Dashboard Overview - See all upcoming deadlines and overdue filings at a glance
Automated Reminders

Automated Client Communications

Keep clients informed without manual effort. Send personalized reminders via email and SMS with smart templates.

  • Email & SMS - Reach clients through their preferred communication channel
  • Smart Placeholders - Auto-fill client name, deadline, fiscal year, and more in every message
  • Customizable Templates - Create templates for different filing types and reminder stages
  • Scheduled & Manual - Set up automated sequences or send one-off reminders anytime
  • Bulk Send - Send reminders to multiple clients at once with rate limiting
Reminder Templates Editor
Document Upload Portal
Document Collection

Secure Document Collection

Make it easy for clients to send you documents with secure, branded upload links that you can track.

  • Secure Upload Links - Generate unique, secure links for each client and filing
  • Required Documents List - Tell clients exactly what documents you need
  • Expiry Dates - Set link expiration for security and urgency
  • Upload Tracking - See when documents are submitted and by whom
  • Cloud Storage - Documents stored securely with easy retrieval

And Much More...

Additional features to help you run your practice efficiently.

Appointment Scheduling

Integrated calendar for managing client meetings. Schedule appointments, track availability, and send confirmations.

Reports & Analytics

Gain insights into your practice with reports on filing progress, upcoming deadlines, and workload distribution.

Dashboard Overview

Start your day with a clear view of what needs attention - upcoming deadlines, pending tasks, and client activity.

Team Management

Assign team members to clients and filings. Track workload and ensure nothing falls through the cracks.

Workflow Automation

Automate status updates, trigger reminders based on deadlines, and keep filings moving through your process.

Multi-Location Ready

Built for firms with multiple offices or locations. Each with their own branding and settings.

Ready to See MyCPACRM in Action?

Schedule a personalized demo and see how MyCPACRM can transform your practice.

Request a Demo