CPA firms across the US and Canada handle the most sensitive financial data — tax returns, SSNs and SINs, EINs and BNs, bank details. MyCPACRM is built from the ground up for North-American privacy and tax-data law: PIPEDA in Canada, CCPA / GLBA / IRS Publication 4557 in the US, with multi-tenant isolation, AES-256 encryption, and complete audit trails on every action.
Security Features
Every layer of MyCPACRM is designed to keep your clients' data safe and your firm compliant.
Aligned with Canada's Personal Information Protection and Electronic Documents Act, the California Consumer Privacy Act (CCPA / CPRA), the Gramm-Leach-Bliley Act Safeguards Rule, and IRS Publication 4557. Consent-based data collection, purpose limitation, data minimization.
Every firm's data is completely isolated. Database-level tenant filtering on every query. No firm can ever see another firm's data.
All documents stored on AWS S3 with server-side encryption. Presigned URLs for secure, time-limited access. No permanent public links.
Every action logged: who did what, when, from which IP. Filing changes, document access, signature events, permission changes — all tracked.
15 page-level permission toggles. Staff only see what they need. Admin always maintains control. API-level enforcement.
Password hashing, account lockout after failed attempts, OTP (one-time password) support for client portal access. Session management with token expiry.
Compliance Checklist
Every box checked so your firm stays compliant and your clients stay protected.
PIPEDA · CCPA · GLBA-aligned data handling
E-SIGN Act & UECA-compliant e-signatures
Multi-tenant database isolation
AWS S3 encrypted document storage
SHA-256 document integrity verification
Complete audit trail on all actions
Role-based access control (15 toggles)
OTP authentication for portal
Automatic session expiry
Data hosted on Microsoft Azure (US & CA regions)
Your clients trust you with their most sensitive data. MyCPACRM makes sure that trust is well placed. Request a demo and see our compliance features in action.