What types of tax filings can MyCPACRM track?

MyCPACRM supports all major Canadian tax filings including T2 Corporate Returns, GST/HST Returns, Payroll Remittances, T1 Personal Returns, WSIB, and more. You can also create custom filing types to match your practice's needs.

How do automated reminders work?

You can set up reminder schedules (e.g., 30 days, 14 days, 7 days before deadline) that automatically send personalized emails or SMS to your clients. Templates support smart placeholders that auto-fill client names, deadlines, and required documents.

Is my client data secure?

Absolutely. We use industry-standard encryption for all data in transit and at rest. Your data is hosted on secure Canadian servers, and we follow best practices for data protection and privacy compliance.

Can I import my existing client data?

Yes! MyCPACRM supports CSV imports, making it easy to migrate your existing client database. Our support team can also help with data migration from other CRM systems.

Do you offer a free trial?

Yes, we offer a free demo and trial period so you can experience MyCPACRM before committing. Request a demo to get started and see how it can transform your practice.

The CRM Built for CPA Firms

Trusted by Accounting Practices Across Ontario

Stop juggling spreadsheets and sticky notes. MyCPACRM helps CPA firms in Toronto, the GTA, and across Ontario manage clients, track CRA deadlines, automate reminders, and grow their practice - all in one place.

Request a Demo See Features

No credit card required

Free consultation

Everything You Need to Run Your Practice

Purpose-built for CPA firms and accounting practices. No more generic CRMs that don't understand your workflow.

Client Management

Keep all client information organized. Track business types, contact details, tax service subscriptions, and more in one central location.

Tax Filing Tracking

Track T2, GST/HST, Payroll, T1, WSIB and more. Monitor deadlines, filing status, and never miss an important date again.

Automated Reminders

Send email and SMS reminders automatically. Customizable templates with smart placeholders that personalize each message.

Document Collection

Secure document upload links for clients. Track submissions, set expiry dates, and keep all documents organized by filing.

Appointment Scheduling

Manage client appointments with an integrated calendar. Schedule meetings, track availability, and send confirmations.

Reports & Analytics

Gain insights into your practice. Track filing progress, client activity, upcoming deadlines, and team workload at a glance.

View All Features

Purpose-Built for Canadian CPA Firms

We understand the unique challenges of running an accounting practice in Ontario. Generic CRMs don't cut it when you're managing CRA deadlines, multiple filing types, and Canadian compliance requirements.

Canadian Tax Focused - T2, GST/HST, T1, Payroll, WSIB, and Ontario-specific filings
Deadline Intelligence - Automatic deadline calculations based on fiscal year ends
Multi-Entity Support - Handle corporations, sole proprietors, and personal tax clients
Workflow Management - Track filing status from start to completion

"Finally, a CRM that actually understands how a CPA firm works. The automated reminders alone have saved us countless hours."

Future Testimonial

CPA Firm Owner

Frequently Asked Questions

Got questions? We've got answers.

Stay Updated

Get tips on practice management and product updates delivered to your inbox.

We respect your privacy. Unsubscribe at any time.

Serving CPA Firms Across Ontario

From downtown Toronto to communities across the Greater Toronto Area and beyond

Toronto Mississauga Brampton Markham Vaughan Richmond Hill Scarborough North York Etobicoke Oakville Burlington Hamilton Ottawa London Kitchener