Solo, Team, or Team Plus — pick the plan that fits your firm. Flat monthly pricing, no per-client charges, and every plan includes the full Essentials feature set.
For solo practitioners
billed annually ($708/yr)
For small firms
billed annually ($1,188/yr)
For growing firms
billed annually ($1,788/yr)
Need more than 5 users?
Contact us for a custom Enterprise plan tailored to your firm.
Included in Every Plan
Client Management
Every entity type in one searchable system
Tax Filing Tracking
Auto-calculated CRA deadlines
Workflow Board
Visual board for filing status
CRA Authorization
T1013 & RC59 with expiry alerts
Reports & Dashboard
Overdue filings, team workload at a glance
Email & SMS Reminders
Auto-sent before CRA deadlines
Walk-In Management
Track T1 season walk-ins
T1 Season Tracker
Bulk processing and family grouping
Bulk Operations
Manage filings for multiple clients at once
PIPEDA Compliance
Consent tracking, audit logs, data export
Power Up
Extend any plan with these premium modules — same price regardless of plan
Documents & Portal Pro
Appointments & Calendar
Email Integration
E-Signatures
Annual billing saves 5% on add-ons. Add-ons can be added to any plan at any time.
Built by Canadians, for Canadian CPA firms. CAD pricing, Canadian data hosting, and PIPEDA-compliant from day one.
We're actively building MyCPACRM based on what CPA firms actually need. Tell us what your practice requires and we'll build it for you.
Email Us Your IdeaCustom Integrations
Connect with your existing tools and workflows
Workflow Automations
Automate repetitive tasks specific to your firm
Custom Reports
Reports tailored to how your firm operates
Your Idea Here
We listen and build what your firm needs
Detailed Comparison
How We Compare
Unlike generic CRMs or US-focused tools, MyCPACRM is designed from the ground up for Canadian CPA firms.
Salesforce, HubSpot, etc.
TaxDome, Canopy, Karbon
Built for Canadian CPAs
FAQ
Everything you need to know about pricing and getting started.
Still have questions? Email usEvery plan is a flat monthly rate — no per-user add-ons. Solo starts at $59/mo (1 user, up to 500 clients), Team at $99/mo (up to 3 users, 1,000 clients), and Team Plus at $149/mo (up to 5 users, 1,500 clients) with annual billing. Monthly billing is also available at $75, $119, and $179/mo respectively. Need more than 5 users? Contact us for a custom Enterprise plan.
No per-client charge. Each plan includes a generous client allowance — Solo supports up to 500 clients, Team up to 1,000, and Team Plus up to 1,500. Need more? Contact us for Enterprise pricing.
Yes. You can upgrade from Solo to Team, or Team to Team Plus, at any time. If you downgrade, you keep full access to all core features and your data stays intact.
Yes, all prices are in Canadian dollars (CAD). No surprise currency conversions. We're a Canadian company serving Canadian CPA firms.
Yes! MyCPACRM supports CSV imports. Our setup wizard helps you import clients, configure templates, and set up your workflow in under 15 minutes.
Your data is yours. We provide a grace period for you to export everything — client data, filing records, and documents. We never hold your information hostage.
Join CPA firms across Canada who are saving hours every week with MyCPACRM. Request a demo today.