We saw CPA firms drowning in spreadsheets, missed deadlines, and manual reminders. We built MyCPACRM to fix that.
Our Mission
To help every CPA firm across the US and Canada work smarter — so they can focus on what matters most: their clients.
MyCPACRM is purpose-built for accounting practices across the US and Canada. We understand the unique rhythms of tax season on both sides of the border, the complexity of IRS and CRA filing types, and the importance of never missing a deadline. Everything we build starts with one question: will this save a CPA time?
Core Values
These principles guide every decision we make, every feature we build, and every interaction we have with our customers.
We don't try to serve every industry. We focus exclusively on CPA, EA, and accounting firms in the US and Canada, which means every feature is designed for how you actually work — IRS or CRA, US or Canadian client base.
Software should save time, not create more work. Every feature in MyCPACRM is designed to be intuitive and require minimal training.
Your clients depend on you, and you depend on us. We take uptime, data security, and PIPEDA compliance seriously.
We ship updates based on real feedback from real CPA firms. Your input directly shapes what we build next.
Our Journey
Every great product starts with a real problem. Here is how MyCPACRM came to be.
CPA firms were juggling spreadsheets, email, calendars, file-sharing services, and accounting software just to manage their practice. Important deadlines were slipping through the cracks, client communications were getting lost, and hours were wasted on manual data entry every single week.
What if there was a single platform that handled client management, tax filing tracking, automated reminders, document collection, and team workflow — all designed specifically for how CPA firms across the US and Canada actually operate? That was the spark that started everything.
MyCPACRM: a purpose-built practice management platform that saves firms 15+ hours per week and ensures zero missed deadlines. From T2 corporate filings to GST/HST remittances, from automated client reminders to team workflow management — everything your firm needs, in one place.
Meet the Founder
Founder & CEO, MyCPACRM
MyCPACRM started with a question: why do CPA firms across North America still run their entire practice on Excel spreadsheets and email folders?
The answer came through 50+ in-depth conversations with practicing accountants and Enrolled Agents in Ontario, BC, Alberta, Quebec, and across the US. The recurring pattern: existing tools were either US-only and didn't handle Canadian filings, Canadian-only and didn't handle US filings, generic CRMs that required months of customization (Salesforce, HubSpot), or homemade spreadsheet systems that fell apart past 50 clients.
Gagan founded MyCPACRM in 2025 to build the tool those interviews described — IRS-aware and CRA-aware, privacy-aligned with PIPEDA, CCPA, and GLBA, and genuinely simple enough that solo practitioners on either side of the border can run their entire practice on it.
By The Numbers
Real numbers that reflect our commitment to CPA firms across the US and Canada.
Features Built-In
Filing type, incl. custom
Hours Saved Per Week
North-America Focused
Our Difference
Generic CRMs were never designed for accounting firms. We were.
We built every feature around North-American tax filing types, deadlines, and IRS / CRA requirements. Our system understands 1040 and T1 personal returns, 1120 and T2 corporate filings, 1099 / W-2 information returns, multi-state sales tax, GST/HST, payroll, WSIB, and more — right out of the box.
From GST/HST frequency tracking to family group management, from automated CRA deadline calculations to multi-entity relationship mapping — every detail in MyCPACRM is designed specifically for how CPA firms operate.
We host on Microsoft Azure with regional residency options — Canadian regions for PIPEDA-aligned data residency, US regions for IRS Publication 4557 alignment. Your clients' sensitive financial data is protected by enterprise-grade security, encrypted at rest (AES-256) and in transit (TLS 1.3), with role-based access controls built in.
Let us show you how MyCPACRM can transform your practice. Book a personalized demo and see why CPA firms across the US and Canada are making the switch.