MyCPACRM integrates with your email, calendar, and messaging tools so everything lives in one place. No more switching between apps.
Seamlessly Connects With
Email sync
SAVES TIME Saves ~2 hrs/dayEmail sync
SAVES TIME Saves ~2 hrs/dayCalendar sync
PROTECTS REVENUE Saves ~1 hr/weekCalendar sync
SAVES TIME Saves ~2 hrs/dayText reminders
CLIENT EXPERIENCE Saves ~2 hrs/weekConnect your Gmail or Outlook account with one click. Client emails are automatically linked to their profile, so your entire team has context without digging through inboxes.
Auto-Link to Clients
Emails are matched to client records by email address automatically
Full Team Visibility
Every team member can see client communication history
Send from CRM
Compose and send emails directly from client profiles
Client Email Thread
Sharma & Associates Inc.
Raj Sharma
2 hours ago
Hi, I've uploaded the T2 documents to the portal. Please let me know if anything is missing.
You
1 hour ago
Thanks Raj! I can see the documents. We'll start on the T2 filing this week. The deadline is March 31.
Mon
10
T2 Review - Patel Industries
Wed
12
GST/HST Filing - Singh Consulting
Fri
31
T2 Filing Deadline - 8 clients
Sync your Google Calendar or Microsoft 365 calendar. CRA filing deadlines, client appointments, and team schedules all appear in one unified view.
Two-Way Sync
Changes in MyCPACRM update your calendar, and vice versa
CRA Deadline Overlay
See upcoming CRA deadlines directly on your calendar
Team Scheduling
See availability across your team for client meetings
Every CPA firm needs a signed T1013 (for individuals) or RC59 (for businesses) on file with CRA before you can access a client's tax account, e-file their returns, or represent them. When these forms expire, CRA immediately revokes your access — and you can't do any work until a new one is signed and processed.
Most firms track this in spreadsheets or not at all. The result? Discovering during tax season that an authorization expired months ago, scrambling to get a new form signed, and delaying the return. MyCPACRM eliminates this problem entirely.
T1013 — Individual Authorization
Track which personal tax clients have authorized you with CRA. See status, submission date, and expiry at a glance so you always know who you can represent.
RC59 — Business Authorization
Corporate and business authorizations tracked alongside T2 and GST/HST filings. One place to see every business account you're authorized to access.
Expiry Alerts — Before You're Locked Out
Get alerted weeks before an authorization expires. Renew proactively instead of discovering the problem when you're trying to e-file a return.
Patel Industries Inc.
ActiveRaj Sharma
ActiveSingh Consulting Corp.
Expiring SoonKim & Associates
ExpiredCommunication
Email and SMS reminders are sent automatically based on CRA deadline schedules. Your clients stay informed without you lifting a finger.
Personalized emails with smart placeholders for client names, deadlines, and required documents. Scheduled 30, 14, and 7 days before deadlines.
Text message reminders for clients who prefer mobile communication. Higher open rates than email for urgent deadline notices.
Pre-built and custom templates with auto-fill placeholders. Create once, use for hundreds of clients. Supports HTML email with your branding.
Request a demo and experience how MyCPACRM brings everything together.