You have 500 filing deadlines spread across the year. Some are monthly, some quarterly, some annual. Tracking them manually means things slip through. MyCPACRM's reminder engine watches every deadline and sends the right reminder at the right time — so you don't have to.
How It Works
When you add filing types to a client, deadlines are calculated from fiscal year ends and frequencies. Monthly sales tax / GST? 12 deadlines generated. Annual 1120 / T2? One deadline, perfectly timed.
Configure when reminders go out: 30 days, 14 days, 7 days before deadline. Multiple rounds. Email, SMS, or both. The system handles everything.
See which reminders were sent, when, and to whom. Know which clients haven't responded. Escalate as needed.
Feature Deep Dive
Configure once, and the system takes care of every reminder for every filing type, every season.
Send reminders at 30, 14, and 7 days before each deadline. Configurable per filing type. Clients get progressively urgent messages.
Reach clients by email, SMS, or both. Per-client preference: some prefer email, others respond to texts. Respect their choice.
Different reminder schedules for different filing types. Corp 1120 / T2 might get 30/14/7 day reminders. Monthly sales tax / GST gets a 7-day heads up.
Deadlines auto-calculate from fiscal year ends, filing frequencies, and IRS / CRA rules. Monthly, quarterly, annual — all handled. Adjusts for weekends and holidays in either jurisdiction.
Full log of every reminder sent: date, channel, recipient, filing. Know exactly what the client received and when.
Update reminder settings for hundreds of clients at once. Enable/disable reminders per client, per filing type. Bulk operations for tax season prep.
Visual Timeline
Deadline: June 30, 2026
30 Days Before
May 31, 2026Email sent
14 Days Before
Jun 16, 2026Email + SMS sent
7 Days Before
Jun 23, 2026Email sent
Deadline — Filed
Jun 30, 2026Filing completed and submitted to CRA / IRS
Every deadline, every reminder, every channel — tracked automatically.
Pick a corporate year-end and watch MyCPACRM do what you'd otherwise do by hand — calculate every date and schedule the whole reminder sequence.
Just the year-end — no deadline lookup, no calendar math. (CCPC small-business example.)
Reminders auto-scheduled
Illustrative T2 timeline (CCPC). MyCPACRM applies the same logic to GST/HST, payroll, T1 and every other filing type.
Every filing deadline monitored. Every client reminded on time. Every reminder logged. Request a demo and see how automated reminders transform your practice.
Frequently Asked
Email and SMS reminders for: filing deadlines (1040, 1120, 1099, T1, T2, GST/HST, sales tax, etc.), document collection, e-signature requests, appointment confirmations, and custom firm-specific reminders. All templated with merge fields for personalization. Jurisdiction-aware: US clients get IRS-friendly wording; Canadian clients get CRA-friendly wording.
Default reminder cadence: 30 days, 14 days, 7 days, and 1 day before each filing deadline. Customizable per filing type — e.g., shorter cadence for monthly sales tax / GST/HST, longer for 1040 / T1. Stop-on-reply and stop-on-document-received logic prevents over-messaging.
Yes. Each client's communication preferences (email only, SMS only, both, or none) configurable per client. Reminder type respects preferences. SMS uses Twilio backbone with delivery across US and Canadian carriers.
Yes. Every outbound reminder includes sender identification, mailing address, and a functional unsubscribe link — required by Canada's Anti-Spam Legislation (CASL) and aligned with the US CAN-SPAM Act. Bulk sends respect consent flags. CASL penalties run up to $10M per business; CAN-SPAM up to $51,744 per email. MyCPACRM enforces compliance automatically on both sides of the border.
Yes. Templates per filing type, with merge fields for client name, deadline date, document checklist, etc. Override at the client level for VIP clients or special circumstances. Snippet library for common text fragments.