MyCPACRM integrates with your email, calendar, and messaging tools so everything lives in one place. No more switching between apps.
Seamlessly Connects With
Email sync
SAVES TIME Saves ~2 hrs/dayEmail sync
SAVES TIME Saves ~2 hrs/dayCalendar sync
PROTECTS REVENUE Saves ~1 hr/weekCalendar sync
SAVES TIME Saves ~2 hrs/dayText reminders
CLIENT EXPERIENCE Saves ~2 hrs/weekConnect your Gmail or Outlook account with one click. Client emails are automatically linked to their profile, so your entire team has context without digging through inboxes.
Auto-Link to Clients
Emails are matched to client records by email address automatically
Full Team Visibility
Every team member can see client communication history
Send from CRM
Compose and send emails directly from client profiles
Client Email Thread
Sharma & Associates Inc.
Raj Sharma
2 hours ago
Hi, I've uploaded the T2 documents to the portal. Please let me know if anything is missing.
You
1 hour ago
Thanks Raj! I can see the documents. We'll start on the T2 filing this week. The deadline is March 31.
Mon
10
T2 Review - Patel Industries
Wed
12
GST/HST Filing - Singh Consulting
Fri
31
T2 Filing Deadline - 8 clients
Sync your Google Calendar or Microsoft 365 calendar. IRS and CRA filing deadlines, client appointments, and team schedules all appear in one unified view.
Two-Way Sync
Changes in MyCPACRM update your calendar, and vice versa
IRS & CRA Deadline Overlay
See upcoming IRS and CRA deadlines directly on your calendar
Team Scheduling
See availability across your team for client meetings
Every CPA firm needs the right authorization on file with the tax authority before you can access a client's account, e-file their returns, or represent them. US firms need IRS Form 2848 (Power of Attorney) or Form 8821 (Tax Information Authorization). Canadian firms need T1013 / AUT-01 (individuals) or RC59 (businesses). When any of these expire, the tax authority revokes your access immediately — and you can't do any work until a new one is signed and processed.
Most firms track this in spreadsheets or not at all. The result? Discovering during tax season that an authorization expired months ago, scrambling to get a new form signed, and delaying the return. MyCPACRM eliminates this problem entirely — in either jurisdiction.
IRS Form 2848 / 8821 — US
Track which clients have authorized you with the IRS. Form 2848 (Power of Attorney) for representation; Form 8821 (Tax Information Authorization) for transcript / notice access. Status, submission date, and expiry at a glance.
T1013 / AUT-01 & RC59 — Canada
CRA representative authorizations tracked alongside T1, T2, and GST/HST filings. T1013 / AUT-01 for individuals, RC59 for businesses. One place to see every account you're authorized to access via CRA Represent a Client.
Expiry Alerts — Before You're Locked Out
Get alerted weeks before an authorization expires. Renew proactively instead of discovering the problem when you're trying to e-file a return.
Patel Industries Inc.
ActiveAnderson Family LLC
ActiveSingh Consulting Corp.
Expiring SoonHernandez & Co.
ExpiredCommunication
Email and SMS reminders are sent automatically based on IRS and CRA deadline schedules. Your clients stay informed without you lifting a finger.
Personalized emails with smart placeholders for client names, deadlines, and required documents. Scheduled 30, 14, and 7 days before deadlines.
Text message reminders for clients who prefer mobile communication. Higher open rates than email for urgent deadline notices.
Pre-built and custom templates with auto-fill placeholders. Create once, use for hundreds of clients. Supports HTML email with your branding.
Request a demo and experience how MyCPACRM brings everything together.