The CPA CRM and practice management platform for accounting firms across the US and Canada. Track every filing — IRS (1040, 1120, 1099) and CRA (T1, T2, GST/HST, Payroll) — automate reminders, and scale with confidence.
12
Overdue
8
Due 7 Days
15
Due 14 Days
23
Due 30 Days
89
Completed
Filing Types
24
Corp T2 / 1120
38
GST/HST · Sales Tax
18
Payroll
68
T1 / 1040
Team
Period Pipeline
Alerts
Recent Activity
0
Features Built-In
Any
Filing type, incl. custom
24/7
Automated Reminders
US & CA
Cross-Border Ready
Trusted by CPA Firms Across North America
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
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
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.
Purpose-built for CPA firms in the US and Canada. Not another generic CRM with tax features bolted on.
Every client in one place — corporations, sole proprietors, trusts, partnerships, and personal. One searchable system your whole team can access instantly.
Single source of truth
See every filing's status at a glance — 1040, 1120, 1099, T2, GST/HST, T1, Payroll, WSIB, sales tax, and more. Auto-calculated IRS and CRA deadlines so nothing slips through.
Built-in or custom
Auto-send email and SMS reminders — 30, 14, and 7 days before deadlines. Clients send documents on time without you lifting a finger.
Saved per week
Track what's filed, in progress, and who's responsible. Nothing falls through the cracks.
Custom reports exported as PDF, Excel, or CSV. See overdue filings and bottlenecks instantly.
Auto-calculated IRS and CRA deadlines based on fiscal year ends, jurisdictions, and state filing rules. Zero late penalties.
Link spouses and dependents. No duplicate reminders, no missed related returns.
Capture T1 season walk-ins, track services needed, and follow up automatically.
Built-in consent tracking, audit logs, and data export. Aligned with PIPEDA in Canada and CCPA / GLBA-style safeguards in the US.
Secure upload links, organized storage, full tracking of who submitted what.
Branded self-service portal for clients to check status, upload docs, and message you.
Connect Outlook or any IMAP inbox for two-way sync, or send from Gmail. Every client email lives alongside their file, visible to your team.
Send documents for signing with a secure link. 15 e-signatures/month included — upgrade to E-Sign Pro for unlimited.
Action items, @mentions, and threaded discussions right on client emails. No more lost context.
15 page-level permission toggles per role. Control exactly who sees what across your firm.
AI agents that read your firm's work overnight and surface what needs attention. You approve every suggested action.
Restricted, task-only logins for your bookkeepers that never use a staff seat. Unlimited logins, contact us for pricing.
A private mailbox for each staff member next to the shared firm inbox, in one consolidated view. Part of Email Integration.
Guided 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.
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
Flat pricing starting at $59/month (USD or CAD). No per-seat fees, no surprises. Built for CPAs across the US and Canada.
View PricingGmail
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
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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.