The CPA firm platform
Built for Canadian accounting firms. US firm? See your IRS forms
I don’t worry about missing a deadline anymore.
Balvir Saini, CPA · B S Saini Professional Corporation. Also trusted by Fintax AJ Professional Corporation.
Follow a real Tuesday at a 5-person, 180-client firm — hour by hour. See where things break, where time disappears, and exactly what changes with MyCPACRM.
~5 min read · ROI calculator included
How It Works
Follow one client through a 10-person firm, step by step, on the real screens. Pick the job you do most.
Set up in a week
One form, and every filing for the year is scheduled.
Follow it → GST/HSTOne quarter
Reminder to filed, 11 days early.
Follow it → PayrollEvery pay day
Hours to paystubs, PD7A and T4s.
Follow it → Year end and T2Books to T2
Statements, sign-off and GIFI into the T2.
Follow it → T1 season400 returns
Organizers, slips, T183s, filed by April 30.
Follow it →MyCPACRM now has AI agents built in. Every night they read your firm's work and hand you a short list of what needs attention, each with a one-click action you approve. Nothing happens on its own.
CRA notice found in the inbox
River Valley Dental · response due in 21 days
Create reminder3 filings at risk of slipping
Close to deadline and still unassigned
Review & assignPriya is overloaded this week
2 teammates have room to take work
Suggest reassignmentsEvery suggestion waits for your one-click approval.
See every module in detail, from client CRM and tax filing to bookkeeping, payroll and year-end financials.
Explore All FeaturesGuided Onboarding
Our built-in setup wizard walks you through every step. No consultants, no manuals, no guesswork — just answer a few questions and your firm is ready.
Enter your firm name, address, and branding. Configure outgoing email so client reminders go out under your firm's name — not ours.
Toggle the tax types your firm handles — IRS, CRA, state, and provincial. Deadlines are pre-loaded, so just pick the ones you need and the system calculates due dates automatically.
Install pre-built reminder schedules for each filing type. Pick a color scheme, preview exactly what your clients will receive, and set your preferred send time.
Upload your client list via CSV or add them one by one. Corporations, trusts, partnerships, sole proprietors, and personal clients are all supported out of the box.
Add staff, accountants, and admins. Each person gets the right level of access from day one — no follow-up configuration needed.
Choose a preset or build your own. Define the stages each filing moves through — from intake to completion — and start assigning work immediately.
Start managing clients, tracking filings, and sending automated reminders — all from one place.
We moved ten years of clients, file numbers and open work across exactly as they were. The team of 15 to 20 was working on day one, with AI on the inbox and the bookkeeping.
Read the full story100%
Clients & tasks moved
Zero
Downtime
AI
Inbox & bookkeeping
This firm put its entire compliance operation on MyCPACRM. The result: zero missed deadlines, 10,000+ automated client reminders, and hundreds of staff hours saved every year.
Read the full story0
Missed deadlines
10K+
Reminders set
500+
Hours saved / yr
Why MyCPACRM
We understand the unique challenges of running an accounting practice in the US and Canada. Generic CRMs don't cut it when you're managing IRS and CRA deadlines, dozens of filing types, multi-state and provincial rules, and cross-border compliance.
North-American Tax Focused
Generic CRMs don't understand IRS deadlines, CRA fiscal year-ends, or state and provincial filings like multi-state sales tax, WSIB, EHT, and QST. MyCPACRM is built for North-American tax — 1040, 1120, 1099, T2, GST/HST, T1, Payroll, and more.
Multi-Entity Support
Your clients aren't just one entity type. They own C-corps and S-corps, run sole proprietorships and Schedule C businesses, have family trusts, partnerships, and file personal returns — often all at once. One system handles every entity type without workarounds.
IRS & CRA Authorization Tracking
Know exactly which clients have authorized you — IRS Form 2848 / 8821 in the US, T1013 & RC59 in Canada — and get alerted before forms expire so you never lose access during tax season.
Tax Season Ready
1040 and T1 season means hundreds of returns in weeks. Without dedicated tools, you lose track of who's filed, who hasn't sent documents, and which walk-ins need follow-up. Bulk processing, family grouping, and walk-in tracking keep you in control through April 15 and April 30 alike.
Enterprise-Grade Hosting & Privacy
Your clients trust you with their most sensitive financial data. AES-256 at rest, TLS 1.3 in transit, strict data separation between firms, and audit logs — hosted on Microsoft Azure with practices aligned to PIPEDA in Canada and CCPA / GLBA-style safeguards in the US.
"I can see exactly where every file is, so our whole team works better together. We always know which client documents are in and what's still missing, and nothing falls through the cracks."
Sandeep Saini, CPA
Partner, B S Saini Professional Corporation
"Thank you to the MyCPACRM team for your support and commitment throughout the implementation process. We appreciate the responsiveness of your team and the continuous improvements made based on client feedback."
Ajay Goyal, CPA
Principal, Fintax AJ Professional Corporation
Flat pricing starting at $59/month (USD or CAD). No per-seat fees, no surprises. Built for CPAs across the US and Canada.
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Outlook
Google Calendar
Microsoft Calendar
Integrations
Seamlessly integrate with the tools your firm already uses. Send emails, sync calendars, and track IRS and CRA authorizations without switching between applications.
FAQ
Everything you need to know about MyCPACRM. Can't find what you're looking for?
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From coast to coast, helping accounting firms across the US and every Canadian province and territory
Trusted by Accounting Firms Across North America
Join CPA firms across the US and Canada who are managing their practices more efficiently. Request a demo today.
Setup takes less than 5 minutes.