My
CPA
CRM
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Every page on MyCPACRM, organized for both humans and AI assistants.
Core Pages
Home — CPA CRM Software for US & Canadian Firms
Features — Complete Feature Catalog
Pricing — Solo $59 / Team $99 / Team Plus $149 (CAD)
Watch Demo — 7-Min Product Walkthrough
Integrations — Email, Calendar, Documents, IRS & CRA
About — Founder & Story
Contact — Talk to the Team
Resources
A Day in the Firm — Hour-by-Hour Story + ROI Calculator
Spotlight Videos — Module Demo Library
FAQ — 39 Common Questions Answered
Glossary — North-American CPA & Tax Terminology
Case Studies — Real Firm Results
Blog — IRS & CRA Updates, CPA Practice Tips
Core Features
Workflow — Kanban-Style Filing Management
Tax Filing — All US & Canadian Filing Types
Client Management — Relationships & Records
Documents — Collection & Organization
Dashboard — Real-Time KPIs
Client Portal — Branded Self-Service
Tools
E-Signatures — IRS Form 2848 / 8821, T183, T1013, Engagement Letters
Email — Inbox & Templates
Collaboration — Mentions & Action Items
Appointments — Calendar & Booking
Reminders — Automated Email + SMS
Communications — Templates & Bulk
Advanced
Walk-Ins — Reception & Conversion
T1 Tracker — 1040 / T1 Personal Tax Season
OneDrive & SharePoint Integration
Google Drive & Workspace Integration
Permissions — Role-Based Access
Compliance — PIPEDA · CCPA · GLBA · IRS Pub 4557 · CASL · CAN-SPAM
Multi-Office Management
Import & Bulk Operations
Security — Enterprise-Grade Protection
Legal & Reference
Privacy Policy
Terms of Service
XML Sitemap
robots.txt
llms.txt — AI Reference
llms-full.txt — Complete Reference