During tax season, people walk in without appointments. They need a quick T1, a consultation, or documents dropped off. Without a system, walk-ins get lost on sticky notes. MyCPACRM tracks them from the moment they walk in until the work is done.
How It Works
Front desk enters the name, phone, email, service needed, and priority. No full client setup required. 30 seconds and they're in the system.
Walk-ins appear as purple cards on your Workflow Kanban board alongside regular filings. Drag to assign to a staff member. Track status through stages.
Mark the work as done. Optionally promote the walk-in to a full client record — all their info carries over. Ready for next year.
Feature Deep Dive
Every feature designed for speed and simplicity when walk-ins are lining up during tax season.
Name, contact info, service type, priority, deadline, and notes. No complex setup. Designed for speed at the front desk during busy season.
Walk-in cards appear on the same Workflow board as regular filings. Purple left border distinguishes them. Same drag-drop assignment, same status tracking.
Mark urgent walk-ins with high priority. Set deadlines. Overdue walk-ins are flagged just like overdue filings.
When a walk-in becomes a returning client, promote them with one click. Their name, email, phone, and service history carry over to a full client record.
Track what walk-ins need: Personal T1, consultation, document drop-off, CRA letter, other. Report on walk-in volumes by service type.
Built specifically for the January-to-April rush. Handle 50 walk-ins a week without losing track of a single one.
Unified Workflow
Chen Holdings
Sharma Family
David Lee
Maria Santos
Walk-ins and filings live on the same board. Your team sees everything in one place — no switching between screens.
Walk-ins and filings on the same board. Purple cards = walk-ins.
Log walk-ins in seconds, track them on your Kanban board, and convert the best ones to full clients. Request a demo and see how it works.