A new corporation walks in with 3 shareholders, their spouses, and family members. You need to track the business, link the people, set up filing types, and generate deadlines — all in one save. MyCPACRM's client management is purpose-built for how CPA firms actually work.
How It Works
Create business clients (corporations, partnerships, trusts) or personal clients. Each gets filing types, service subscriptions, and tax periods configured in one form.
Add shareholders, directors, partners, spouses, dependents. Mark signing authority. Optionally create personal client records that auto-generate 1040 / T1 filings.
Client records link to filings, documents, emails, appointments, signatures, collaboration threads, and OneDrive or Google Drive folders. One place for everything.
Feature Deep Dive
Every feature designed around how accounting firms actually manage their clients.
Corporations, partnerships, trusts, sole proprietors and individuals — every US and Canadian entity type a CPA firm serves, each with its filings and type-specific fields.
Link shareholders, directors, officers, partners, members, spouses, children, dependents, bookkeepers, IRS / CRA reps. 15+ relationship types. Family groups for connected families.
Turn on the filings each client needs — every major CRA and IRS filing, plus province/state packs and custom filings. Each auto-generates with the correct IRS or CRA deadlines.
Import 200 clients from a spreadsheet in minutes. Map columns, preview data, resolve conflicts. Personal 1040 / T1 import supported too — separate templates for US and Canadian client structures.
Organize clients into groups for reporting and filtering. Group by industry, service level, or any custom criteria.
Search by name, BN/SIN, email, phone. Filter by client type, status, filing types, assigned staff. Export results.
Click any client for the full picture: contact info, relationships, filings, documents, emails, appointments, signatures, notes — all in tabs.
Deactivate clients cleanly with a reason and timestamp. Filter active vs inactive. Reactivate when they return.
Visual Preview
James Wong
james.wong@email.com
Lisa Wong
lisa.wong@email.com
Business info, services, and linked people — one form, one save.
Business info, relationships, filings, documents, emails — all connected in one client record. Request a demo and see how MyCPACRM organizes your entire practice.
Frequently Asked
Every client is a complete record with filings, documents, communications, appointments, reminders, and team assignments — all on one screen. Clients are linked through Family Groups (spouses, dependents, family) and Business Contacts (bookkeepers, authorized contacts, IRS / CRA representatives). The relationship model reflects how CPA firms in the US and Canada actually work.
Yes. Family Groups link spouses, dependents, parents, children, and other family members for personal tax (1040 / T1) coordination. Business relationships (Owner, Shareholder, Director, Partner, Beneficiary, Trustee, etc.) link individuals to corporations and trusts. Contact-only relationships (Bookkeeper, Authorized Contact, IRS / CRA Representative) work without creating duplicate client records.
US: C-corporations (1120), S-corporations (1120-S), LLCs (1065 or Schedule C), sole proprietors (Schedule C), partnerships (1065), trusts (1041), individuals (1040). Canada: corporations (CCPC, public, professional, holding), sole proprietors, partnerships (general, limited), trusts (T3), personal individuals (T1), non-profits. Each type has appropriate filing types and entity-specific fields built in.
CSV bulk import. Download our template, fill in your client data, upload, review the mapping preview, confirm. Most firms import 100-500 clients in 5-10 minutes. Error rows surface with specific guidance for fixing them.
Yes. For US clients: IRS Form 2848 (Power of Attorney) and Form 8821 (Tax Information Authorization) status, expiry, and document copy stored on each client. For Canadian clients: T1013 / AUT-01 and RC59 with the same fields. Renewal reminders configurable on either side.
Yes. Every firm's data is completely separate at the database level, enforced on every query, so there's no risk of one firm ever seeing another firm's clients. PIPEDA-aligned.