Detailed answers to common questions about MyCPACRM — pricing, Canadian tax filing coverage, compliance, integrations, e-signatures, and how we compare to other practice management platforms.
MyCPACRM is a CPA CRM and practice management software built exclusively for Canadian accounting firms. It manages clients, tracks every Canadian tax filing type (T1, T2, T3, T4, T5, GST/HST, Payroll, WSIB, EHT, MRQ, OBR), automates email and SMS reminders, includes built-in e-signatures, and provides a branded client portal — all from one platform.
Canadian CPA firms ranging from solo practitioners (50-200 clients) through small firms (2-10 staff, 200-750 clients) to multi-office mid-size firms (3-25 staff, up to 1,500 clients). MyCPACRM specifically supports practices in Ontario, BC, Alberta, Quebec, and other provinces with their respective filing types (WSIB, EHT, MRQ, PST, OBR).
Yes. MyCPACRM is designed, built, and operated in Canada. Data is hosted in Canadian data centers. Pricing is in CAD. The platform is PIPEDA-compliant by design — no data leaves Canadian jurisdiction for processing. The product is built specifically around Canadian tax practice workflows, not adapted from US-focused tools.
MyCPACRM was founded in 2025 by Gagan Kambo. The product vision was shaped by 50+ in-depth interviews with practicing Canadian CPAs in Ontario, BC, Alberta, and Quebec who described recurring problems with US-focused tools, generic CRMs requiring extensive customization, and ad-hoc spreadsheet systems.
No. MyCPACRM is a practice management platform — it manages workflow, client communications, deadlines, document collection, and e-signatures around tax preparation. The actual tax return is prepared and filed through dedicated tax-prep software like ProFile, TaxCycle, or CCH iFirm. MyCPACRM works alongside your existing tax-prep tool.
MyCPACRM has three flat-rate plans in CAD with annual billing: Solo at $59/month (1 user, up to 500 clients), Team at $99/month (up to 3 users, up to 1,000 clients), and Team Plus at $149/month (up to 5 users, up to 1,500 clients). Monthly billing is also available at $75, $119, and $179 respectively. All plans include every feature; plans differ only on user count and client capacity. Enterprise pricing for firms with 5+ users is available on request.
No. Every plan is a flat monthly rate with a generous user and client allowance included. There are no per-client or per-filing charges. The only usage-based pricing is overage SMS — every plan includes 200 SMS/month, additional SMS is $0.03/SMS pay-as-you-go.
Yes. A fully functional trial environment is available with seeded sample data so you can explore MyCPACRM without setting up your own clients first. Sign up at mycpacrm.com/demo.html or request via the demo page. Trial converts to a paid plan when you're ready, and your data persists through the conversion.
Yes. You can upgrade or downgrade at any time. Pro-rated billing applies. There are no contracts or cancellation fees on monthly billing. Annual plans are pre-paid with optional pro-rated refund on downgrade.
T1 (personal income tax with instalments), T2 (corporate — CCPC, public, professional corporation variants), T3 (trust), T4/T4A (payroll, contractor remittance), T5 (investment income reporting), GST/HST (monthly, quarterly, or annual filing frequency), Payroll Remittance, WSIB (Ontario), EHT, MRQ (Quebec), OBR / Provincial Corporate Annual Returns (Ontario, BC, Alberta, etc.). Custom filing types can be added for firm-specific services.
Deadlines auto-calculate from each client's year-end date and filing frequency, following CRA's actual rules — not approximations. Example: T2 corporate filings are due 6 months after year-end; balance owing is due 2 months after year-end (3 months for CCPCs claiming the small business deduction). MyCPACRM tracks both deadlines separately for the same filing.
Yes. The T1 Tracker module is purpose-built for personal tax season — separate workflow board, deadline-driven prioritization, family group linkage, T183 e-signature integration, document collection per spouse and dependent, instalment tracking, and CRA Represent a Client status. Designed for the volume and pace of T1 season.
Yes. Custom filing types support configurable deadline rules, reminder schedules, and required documents. Examples: business plan reviews, CFO advisory engagements, audit preparation, R&D tax credit claims. Treated identically to built-in filing types in the workflow.
Yes. MyCPACRM auto-determines the appropriate GST/HST filing frequency based on revenue threshold (annual for under $1.5M, quarterly for $1.5M-$6M, monthly for over $6M) and tracks deadlines accordingly. Instalments tracked separately. Quebec QST also supported.
Yes — by design, not as an add-on. MyCPACRM stores all data in Canadian data centers; no data is transferred to non-Canadian jurisdictions for processing. Privacy policy generator built in. Data export and deletion tools available to clients on request. Audit log captures all data access. PIPEDA compliance is foundational to the product, not a feature toggle.
Yes. Every outbound email and SMS includes the three CASL requirements: clear sender identification, sender mailing address, and a functional unsubscribe mechanism. Bulk sends respect consent flags on each client record. The system enforces compliance automatically — penalties for CASL violations can reach $10M per business, and MyCPACRM is built to prevent that.
TLS 1.3 encryption in transit, AES-256 encryption at rest. Multi-factor authentication available for users. Role-based access control with granular permissions. Field-level encryption for sensitive data (SIN, banking details). Tenant isolation enforced at every database query — multi-tenant architecture prevents cross-firm data exposure. Daily automated backups with 30-day retention.
Canadian data centers exclusively, with multi-region failover within Canada. Backups encrypted at rest. Stripe payment processing uses Stripe Canada infrastructure. No data leaves Canadian jurisdiction. PIPEDA-compliant data residency.
Most firms are operational within 1-2 hours. Bulk client import from CSV takes 5-10 minutes. Filing generation for the current tax year takes another 5 minutes. Email/calendar integrations are OAuth-based and connect in 60 seconds each. Detailed firm-specific customization (templates, reminder schedules, office holidays) typically takes 30-60 minutes.
Use the CSV bulk import. Download the template (linked from the import page), fill in your client data, upload, review the field mapping preview, and confirm. Most firms import 100-500 clients in 5-10 minutes. Error rows surface with specific guidance for fixing them — no all-or-nothing import failures.
Yes. We provide migration assistance — typically 1-2 hours of pair-work to map your existing data into MyCPACRM's structure. Export client data from your current tool as CSV, share it with our team, and we help with the field mapping. Migration support is included for all plans.
Setup wizard guides you through: (1) firm profile and branding, (2) email/calendar integration via OAuth, (3) client import from CSV, (4) tax year filing generation, (5) reminder template review, (6) team user invitation. Each step is independent — you can defer any of them and configure later. Setup wizard takes 30-60 minutes total for a well-prepared firm.
Gmail (OAuth), Microsoft Outlook 365 (OAuth), and any IMAP/SMTP-compatible email service. Two-way sync — emails sent from MyCPACRM appear in your sent folder, and incoming emails route to the appropriate client thread. Templates with merge fields supported. Bulk email sending with CASL compliance enforcement.
Yes — QuickBooks Online and Xero, both as one-way import (client data, basic financial info). Two-way sync (writing back to QuickBooks/Xero from MyCPACRM) is on the roadmap. For now, MyCPACRM complements your bookkeeping software rather than replacing it — we manage the practice, you keep using your bookkeeping tool of choice.
Yes. Two-way sync with Google Calendar and Microsoft 365 Calendar. Appointments scheduled in either system appear in the other automatically. Client booking pages let clients pick their own slots from your team's available times. Office holidays support. Timezone-aware (per-firm timezone setting).
MyCPACRM's default document storage is AWS S3 (Canadian region). You can also sync documents to your existing Microsoft OneDrive, SharePoint, Google Drive, or Google Workspace — useful if your firm has standardized on one of those platforms. Documents are linked to specific clients, filings, or signature requests in either case.
A secure, branded web portal where your clients can upload documents, check the status of their tax filings, send messages to your firm, book appointments, view invoices, and pay invoices via Stripe (CAD). The portal is branded with your firm's name and logo — clients see your firm, not MyCPACRM. Reduces inbound phone calls and emails by 50-70% according to firm interviews.
Yes. Your firm name and logo appear throughout the portal. With a custom subdomain (e.g., portal.yourfirm.com), the portal lives on your domain — clients see your brand exclusively.
Yes. Stripe integration powers invoice payment in CAD. Clients can pay by credit card or pre-authorized debit. Funds settle directly to your firm's bank account through Stripe Canada. No separate payment processor required.
Yes. SMS reminders sent via Twilio backbone with Canadian carrier delivery. Every plan includes 200 SMS/month at no extra cost. Additional SMS is $0.03 per message, pay-as-you-go. Each client's communication preferences (email, SMS, both, or none) configurable individually. CASL-compliant — every SMS includes sender identification and opt-out instructions.
Yes. MyCPACRM's e-signatures comply with PIPEDA and the provincial Electronic Commerce Act equivalents (Ontario, BC, Alberta, Quebec, etc.). Audit trails capture signer identity, timestamp, IP address, and document version. CRA accepts e-signed T183 (electronic filing authorization) and T1013/AUT-01 (CRA representative authorization).
Yes — both are first-class supported workflows. The system pre-fills fields from your client record, sends the document for e-signature, captures the signed copy, and stores it on the client's filing. Status tracking shows when the form was sent, viewed, and signed.
Yes. Every plan (Solo $59, Team $99, Team Plus $149) includes unlimited e-signatures. No per-document or per-envelope fees. No third-party DocuSign or HelloSign add-on required — e-signature is built directly into MyCPACRM.
Those tools are US-focused. They don't natively understand T2, GST/HST, T1, WSIB, or provincial Canadian filings. Pricing is in USD. Compliance frameworks reference IRS rules. MyCPACRM is built ground-up for Canadian firms: CAD pricing, Canadian hosting, PIPEDA-compliant by design, every Canadian filing type supported natively, no awkward translation layer needed.
Generic CRMs are designed for sales pipelines and require months of customization to fit a CPA firm's workflow. They have no built-in concept of CRA deadlines, T2 vs T1 distinctions, GST/HST cycles, or Canadian compliance requirements. MyCPACRM works out-of-the-box for Canadian CPA practice — every entity type, filing rule, and deadline is built in, with no custom field engineering required.
MyCPACRM does not file tax returns to CRA directly (that's your tax-prep software). Does not provide bookkeeping (integrates with QuickBooks/Xero rather than replacing them). Does not handle US tax filings (Canadian-only by design). Does not replace your accounting software — we connect to it. This focused scope is what lets us deliver a tight, well-fitting product for Canadian CPA firms specifically.
Email support at info@mycpacrm.com (typically under 4 business hours response). Demo and walkthrough booking. In-app support chat. Knowledge base in development. Solo plan includes email support; Team and Team Plus include priority email plus phone support.
Three options. (1) Watch the 7-minute product walkthrough video at mycpacrm.com/demo.html. (2) Book a 15-minute personalized walkthrough call where we configure the system around your firm's specific setup — book via the same demo page. (3) Sign up for a free trial with seeded sample data and explore directly.
Email: info@mycpacrm.com. Demo booking: mycpacrm.com/demo.html. General inquiries: mycpacrm.com/contact.html. We respond to all inquiries within 1 business day during business hours.
Book a 15-minute walkthrough or send a quick email — we respond personally within one business day.