Form 1120 due April 15. Q1 quarterly sales tax due April 30. Form 1099-NEC due January 31. T2 corporate due 6 months after year-end. Monthly GST/HST due on the 30th. Payroll, WSIB, IRS Form 2848, CRA T1013 — your firm manages dozens of filing types with different deadlines, frequencies, and rules across both jurisdictions. MyCPACRM tracks them all with auto-calculated IRS and CRA deadlines and customizable workflow stages.
Filing coverage
Every major federal filing is built in for both countries. Province and state packs cover jurisdiction-specific work — and anything else, you add in two steps.
United States · federal (IRS)
Canada · federal (CRA)
Jurisdiction-specific filings — provincial in Canada (WSIB, EHT, OBR, MRQ) and state in the US (e.g. New York CT-3, NYS-45, state sales tax) — set up for your province or state during onboarding.
Add a custom filing in two steps — name it, then set its deadline rule and reminder schedule. It works exactly like a built-in filing from there: auto-calculated dates, reminders, document checklists and workflow.
How It Works
Check which filing types each client needs. Deadlines auto-calculate from fiscal year ends and filing frequencies.
Each filing moves through customizable stages. Default pipeline: Not Started → Waiting for Docs → In Progress → Under Review → Filed.
Auto-calculated deadlines, overdue alerts, urgency buckets on the dashboard. The system watches every deadline so you don't have to.
Feature Deep Dive
Every aspect of tax filing management, designed for the way CPA firms in the US and Canada actually work.
Every major CRA and IRS filing built in (examples: 1040, 1120, 1065, 1099 · T2, GST/HST, Payroll, T1, T3), plus province/state packs and custom filings — each with its own deadline rules.
Deadlines compute from fiscal year ends and IRS / CRA rules. US 1120 = April 15 for calendar-year. Canada T2 = 6 months after year-end. Monthly sales tax / GST = 12 deadlines per year.
Any fiscal year end: March 31, June 30, December 31, or custom. Monthly, quarterly, and annual frequencies. Multi-period tracking.
Define your own pipeline stages with custom names, colors, and order. Status changes are logged. Optional auto-emails on stage transitions.
Track IRS Form 2848 / 8821 (US) and CRA T1013 / RC59 / AUT-01 (Canada) authorizations per client. Link to signature requests for electronic signing. Know which clients have current authorizations and get alerted before they expire.
A bird's-eye view of every client and every service they're subscribed to. See gaps at a glance. Bulk-enable services across multiple clients.
Each filing has a full detail view: status, stage, assigned staff, deadline, confirmation number, payment status, documents, notes, and complete history.
Track amounts owing, amounts paid, payment deadlines, and payment status. Payment reminders for clients with outstanding balances.
Deadline Timeline
Fiscal Year End: December 31 • 3 Active Services
Every deadline for every client, calculated automatically.
Pick a corporate year-end and watch MyCPACRM work out the T2 filing and balance-owing dates — then schedule the whole reminder sequence automatically.
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 major IRS and CRA filing built in, province and state packs for your jurisdiction, plus custom filings for anything else — all with auto-calculated deadlines, workflow stages, and authorization tracking (Form 2848, 8821, T1013, RC59). Request a demo and see how MyCPACRM keeps your firm ahead of every deadline.
Frequently Asked
All major US filings — Form 1040, 1040-ES, 1120 / 1120-S, 1065, Schedule C, 1099-NEC / MISC / INT / DIV / K, W-2, multi-state sales tax — plus all major Canadian filings — T1, T2 (CCPC / public / professional), T3 (trust), T4 / T4A, T5, GST/HST (monthly / quarterly / annual), payroll remittance, WSIB (Ontario), EHT, MRQ (Quebec), OBR / provincial corporate annual returns. Custom filing types are supported for state-specific, province-specific, or service-specific work.
Deadlines auto-calculate from each client's year-end, fiscal period, jurisdiction, and filing frequency — following the IRS or CRA's actual rules, not approximations. Example (US): Form 1120 is due on the 15th day of the 4th month after fiscal year-end (April 15 for calendar-year corps). Example (Canada): T2 filings are due 6 months after year-end; balance owing due 2 months (or 3 for CCPCs claiming small business deduction). MyCPACRM tracks filing and balance-owing deadlines separately.
Yes. The Tax Season Tracker module is purpose-built for personal tax season (April 15 in the US, April 30 in Canada) — separate workflow board, deadline-driven prioritization, family group linkage, e-signature integration for IRS Form 2848 / 8821 or T183, document collection per spouse / dependent, instalment tracking, and authorization status (CRA Represent a Client / IRS e-Services). Designed for the volume and pace of personal tax season.
No. MyCPACRM is a practice management platform, not a tax-preparation engine. It manages workflow, deadlines, communications, and documents around tax preparation. The actual return is prepared and filed through dedicated tax-prep software — US: Drake, ProSeries, Lacerte, UltraTax, Intuit ProConnect; Canada: ProFile, TaxCycle, CCH iFirm.
Yes. Custom filing types are supported with configurable deadline rules, reminder schedules, and required documents. Example custom types: business plan reviews, CFO advisory engagements, audit preparation. Treated identically to built-in filing types in the workflow.