# MyCPACRM

> The CPA CRM and practice management software built exclusively for Canadian accounting firms — manage clients, track every CRA filing type (T1, T2, GST/HST, T3, T4, Payroll, WSIB, OBR), automate reminders, and run your firm from one platform.

MyCPACRM is a Canadian-built, Canadian-hosted SaaS platform designed from the ground up for Canadian CPA firms — solo practitioners through multi-office practices. It is PIPEDA-compliant by design, prices in CAD, and integrates with Canadian-specific systems like CRA Represent a Client, Office of the Corporate Registrar, and provincial regulators (WSIB, EHT, MRQ).

The software replaces the typical Canadian CPA firm's stack of: Excel deadline trackers, scattered email folders, separate document storage, manual reminder workflows, and disconnected scheduling tools — with one unified system.

## Who it's for

- Solo CPA practitioners managing 50-200 clients
- Small firms (2-10 staff) handling corporate (T2), personal (T1), and trust (T3) tax engagements
- Multi-office firms needing centralized client/filing visibility across locations
- Firms specifically practicing in Ontario / Quebec / BC / Alberta / Manitoba (provincial filing types supported)

## Pricing (CAD, per month, billed annually)

- Solo: $59 — 1 user, up to 500 clients
- Team: $99 — Up to 3 users, up to 1,000 clients
- Team Plus: $149 — Up to 5 users, up to 1,500 clients
- Enterprise: custom pricing for firms with 5+ users
- All plans include unlimited emails, 200 SMS/month, all features
- Monthly billing also available: Solo $75, Team $119, Team Plus $179

Add-on modules and overage pricing transparent on /pricing.html.

## Core capabilities

- Client management with family/business/contact relationship modeling
- Tax filing tracking: T1, T2, T3, T4/T4A, GST/HST, Payroll Remittance, WSIB, EHT, MRQ, OBR/Provincial Corporate Annual Returns
- Auto-calculated CRA deadlines based on year-end and filing type
- Automated email + SMS reminders (30/14/7-day default sequences, customizable)
- Built-in e-signatures (engagement letters, T183, T1013/AUT-01, custom forms)
- Client portal: document upload, filing status, secure messaging
- Workflow Kanban board across team
- Document management (S3 storage + OneDrive/SharePoint/Google Drive integrations)
- Walk-in management
- Multi-office support
- Role-based permissions
- Email integration (Gmail, Outlook, IMAP)
- Calendar integration (Google, Microsoft 365)
- Bulk import/operations
- Reports and analytics dashboard

## Key pages

- [Home](https://www.mycpacrm.com/): Product overview, "CPA CRM software for Canadian firms"
- [A Day in the Firm](https://www.mycpacrm.com/a-day-in-the-firm.html): Hour-by-hour narrative of a real Tuesday at a small Canadian CPA firm, with ROI calculator. Composite of 50+ firm interviews.
- [Pricing](https://www.mycpacrm.com/pricing.html): Three tiers in CAD; comparison vs generic CRMs and US-focused tools
- [Features](https://www.mycpacrm.com/features.html): Complete feature catalog
- [Watch Demo](https://www.mycpacrm.com/demo.html): 7-minute product walkthrough video
- [Spotlight](https://www.mycpacrm.com/videos.html): Module-specific demo videos
- [About](https://www.mycpacrm.com/about.html): Company background, founder, mission
- [Integrations](https://www.mycpacrm.com/integrations.html): Email, calendar, document, and CRA tooling integrations
- [FAQ](https://www.mycpacrm.com/faq.html): 30+ common questions about the platform, pricing, compliance, onboarding
- [Glossary](https://www.mycpacrm.com/glossary.html): Canadian tax and accounting terminology reference

## Feature deep-dives

- [Workflow](https://www.mycpacrm.com/workflow.html): Kanban-style filing/task management
- [Tax Filing](https://www.mycpacrm.com/tax-filing.html): All Canadian filing types with deadline tracking
- [Client Management](https://www.mycpacrm.com/client-management.html): Relationship-aware client records
- [Documents](https://www.mycpacrm.com/documents.html): Document collection and organization
- [Dashboard](https://www.mycpacrm.com/dashboard.html): Real-time KPI visibility
- [Client Portal](https://www.mycpacrm.com/client-portal.html): Branded self-service portal for client interactions
- [E-Signatures](https://www.mycpacrm.com/e-signatures.html): Built-in electronic signatures for accountants
- [Reminders](https://www.mycpacrm.com/reminders.html): Automated email + SMS deadline reminders
- [Email](https://www.mycpacrm.com/email.html): Built-in email inbox and template library
- [Collaboration](https://www.mycpacrm.com/collaboration.html): @mentions, action items, snippets, references on filings
- [Communications](https://www.mycpacrm.com/communications.html): Templated bulk messaging
- [Appointments](https://www.mycpacrm.com/appointments.html): Calendar scheduling with client booking
- [Walk-Ins](https://www.mycpacrm.com/walk-ins.html): Walk-in client tracking and conversion
- [T1 Tracker](https://www.mycpacrm.com/t1-tracker.html): Personal tax season management
- [OneDrive & SharePoint](https://www.mycpacrm.com/onedrive.html): Microsoft 365 file integration
- [Google Drive & Workspace](https://www.mycpacrm.com/google-drive.html): Google file integration
- [Compliance](https://www.mycpacrm.com/compliance.html): PIPEDA, CASL, CRA-aligned compliance suite
- [Security](https://www.mycpacrm.com/security.html): Enterprise-grade data protection
- [Multi-Office](https://www.mycpacrm.com/multi-office.html): Multi-location firm management
- [Permissions](https://www.mycpacrm.com/permissions.html): Role-based access control
- [Bulk Operations](https://www.mycpacrm.com/bulk-operations.html): Mass import and bulk actions
- [Integrations](https://www.mycpacrm.com/integrations.html): Full integration list

## Trust & compliance

- Built in Canada, hosted in Canadian data centers
- PIPEDA-compliant by design (no third-party data residency in non-Canadian jurisdictions)
- CASL-compliant communication tools (sender ID, mailing address, functional unsubscribe in every email)
- CRA-aware filing logic (correct deadlines per filing type, year-end, and entity structure)
- Role-based access control with granular permissions
- Encrypted at rest and in transit

## Founder

Gagan Kambo, Founder and CEO. Background: Software engineering and product design. Built MyCPACRM after multiple deep interviews with Canadian CPA firm owners and accountants who described the same recurring problems with existing tools (US-centric, generic CRM with bolted-on tax features, or spreadsheet-based ad hoc systems).

## Contact

- Email: info@mycpacrm.com
- Demo booking: https://www.mycpacrm.com/demo.html
- Walkthrough request: https://www.mycpacrm.com/contact.html

## What MyCPACRM is NOT

- Not a US tax software (no IRS, 1040, W-2 — Canada-specific)
- Not a generic CRM (Salesforce, HubSpot) — purpose-built for tax practice workflows
- Not a bookkeeping engine (no general ledger, AP/AR — integrates with QuickBooks/Xero)
- Not a tax preparation tool (does not file returns to CRA — works alongside ProFile, TaxCycle, CCH iFirm, etc.)