Solo, Team, or Team Plus — pick the plan that fits your firm. Flat monthly pricing, no per-client charges, and every plan includes the full Essentials feature set.
For solo practitioners
billed annually ($708 CAD/yr)
For small firms
billed annually ($1,188 CAD/yr)
For growing firms
billed annually ($1,788 CAD/yr)
Need more than 5 users?
Contact us for a custom Enterprise plan tailored to your firm.
Included in Every Plan
Client Management
Every entity type in one searchable system
Tax Filing Tracking
Auto-calculated CRA deadlines
Workflow Board
Visual board for filing status
CRA Authorization
T1013 & RC59 with expiry alerts
Reports & Dashboard
Overdue filings, team workload at a glance
Email & SMS Reminders
Auto-sent before CRA deadlines
Walk-In Management
Track T1 season walk-ins
T1 Season Tracker
Bulk processing and family grouping
Bulk Operations
Manage filings for multiple clients at once
PIPEDA Compliance
Consent tracking, audit logs, data export
Power Up
Extend any plan with these premium modules — same price regardless of plan
Documents & Portal Pro
Appointments & Calendar
Email Integration
E-Signatures
Annual billing saves 5% on add-ons. Add-ons can be added to any plan at any time.
Payback calculator
Same conservative model as our day-in-the-firm breakdown. Drag the sliders — .
Floor estimates — most firms see more once every feature is in use.
Per year, MyCPACRM saves you about
1,104 hours back across the team
Your plan
$1,788/year
It pays for itself
plan earned back in ~8 days
Illustrative. Savings use conservative fully-loaded staff costs plus 30% billable recovery; payback compares to the annual-billing plan price. Enterprise pricing is custom-quoted. Your results depend on firm size, client mix, and the tools you use today.
One platform for accounting firms in the US and Canada. USD and CAD pricing, IRS and CRA filings, privacy practices aligned with PIPEDA, CCPA, and GLBA from day one.
We're actively building MyCPACRM based on what CPA firms actually need. Tell us what your practice requires and we'll build it for you.
Email Us Your IdeaCustom Integrations
Connect with your existing tools and workflows
Workflow Automations
Automate repetitive tasks specific to your firm
Custom Reports
Reports tailored to how your firm operates
Your Idea Here
We listen and build what your firm needs
Detailed Comparison
How We Compare
Unlike generic CRMs, MyCPACRM is designed from the ground up for accounting firms in the US and Canada — IRS and CRA filings, USD and CAD pricing, multi-state and provincial deadlines, all in one platform.
Salesforce, HubSpot, etc.
TaxDome, Canopy, Karbon
Built for US & Canadian CPAs
FAQ
Everything you need to know about pricing and getting started.
Still have questions? Email usEvery plan is a flat monthly rate — no per-user add-ons. Solo starts at $59/mo (1 user, up to 500 clients), Team at $99/mo (up to 3 users, 1,000 clients), and Team Plus at $149/mo (up to 5 users, 1,500 clients) with annual billing. Monthly billing is also available at $75, $119, and $179/mo respectively. Need more than 5 users? Contact us for a custom Enterprise plan.
No per-client charge. Each plan includes a generous client allowance — Solo supports up to 500 clients, Team up to 1,000, and Team Plus up to 1,500. Need more? Contact us for Enterprise pricing.
Yes. You can upgrade from Solo to Team, or Team to Team Plus, at any time. If you downgrade, you keep full access to all core features and your data stays intact.
Both. US firms are billed in USD and Canadian firms are billed in CAD — same numerical price in either currency, no surprise conversions. Use the USD ↔ CAD toggle on this page to switch the displayed currency. Cross-border firms can pick whichever currency works best for their accounting.
Yes! MyCPACRM supports CSV imports. Our setup wizard helps you import clients, configure templates, and set up your workflow in under 15 minutes.
Your data is yours. We provide a grace period for you to export everything — client data, filing records, and documents. We never hold your information hostage.
Join CPA firms across the US and Canada who are saving hours every week with MyCPACRM. Request a demo today.