Never miss a filing deadline again.
MyCPACRM keeps every client, return and due date in one place. Deadlines are calculated from each client's year-end, reminders go out on their own, and they stop the moment documents arrive. Your team spends its time on accounting, not chasing paperwork.
| Client | Filing | Due | Documents |
|---|---|---|---|
| Northline Dental Corp. | T2 | Jun 30 | 6 of 7 |
| Okafor Holdings Inc. | T5 | Feb 28 | Complete |
| Riverbend Logistics | GST/HST | Jul 31 | Reminder 14d |
| Chen Family | T1 × 3 | Apr 30 | Signed T183 |
Illustration with sample data
Tax season shouldn't run on spreadsheets and sticky notes.
Most firms track deadlines in a spreadsheet, chase documents by phone and email, and keep client files in three different places. MyCPACRM replaces all of that with one organized system.
Without MyCPACRM
- Deadlines tracked by hand in spreadsheets and calendars
- Staff spend hours every week calling and emailing for documents
- Client files spread across email, shared drives and desks
- Engagement letters and T183s printed, signed and scanned
- No clear view of who is working on what
With MyCPACRM
- Every filing and due date created automatically from the year-end
- Reminders go out on schedule and stop when documents arrive
- One secure place for every client's documents and history
- Clients sign online in minutes, from any device
- A shared workflow board shows every job and its status
Everything your practice needs, in one place
MyCPACRM combines a CRM, deadline tracker, document portal, e-signature tool, workflow board and billing system, all designed for accounting firms.
Every return, every due date, calculated for you.
Add a client and their year-end, and MyCPACRM creates the filings they need with the correct due dates. It covers Canadian and US returns, and you can see everything due this week, this month or this season at a glance.
- Canada: T1, T2, T3, T4, T5, GST/HST, payroll remittances, WSIB, EHT and Ontario annual returns
- United States: 1040, 1120, 1065 and more
- Due dates calculated from each client's fiscal year-end
- Calendar and list views, filtered by staff, office or filing type
Northline Dental Corp. Year-end Dec 31
Reminders that chase documents, so your staff don't have to.
Set up a reminder sequence once and MyCPACRM sends friendly email and text messages to clients at 30, 14 and 7 days before a deadline. When the documents arrive, the remaining reminders cancel themselves.
- Email and SMS with personalized client details
- Templates for each filing type, written in your firm's voice
- Reminders stop automatically when documents are uploaded
- Bulk reminders for T1 season in a few clicks
Reminder sequence · T1 personal return
A secure place for clients to upload, review and sign.
Every client gets a checklist of exactly what you need. They can upload from their phone, see what's still missing and sign forms online. You also get a permanent upload link for your website that needs no login and feeds straight into a review queue.
- Document checklists for each client and filing
- No-login upload link for walk-ins and new clients
- Built-in e-signatures for engagement letters, T183, T1013 and IRS 2848/8821
- Connects to OneDrive, SharePoint and Google Drive
Your documents for 2025 2 still needed
Workflow board
Kanban phases, task dependencies, business-day deadlines and review sign-offs, so every job moves forward and nothing stalls.
T1 season tracker
Manage households, organizers, bulk reminders and walk-in clients through the busiest weeks of the year.
Engagements & billing
Send priced proposals clients sign online. Filings are created on signing, then invoice and set up recurring retainers.
Email integration
Connect Gmail, Outlook or any IMAP mailbox. Shared and personal inboxes in one view, linked to each client.
Custom forms
Design your own intake and organizer forms, or start from 12 ready-made templates.
AI assistant & bookkeeping
AI reads bank and credit card statements into a ledger and HST return, and suggests next actions for your team to approve.
Appointments
Book client meetings and tax-season appointments, with reminders so fewer people miss them.
Multi-office & roles
Run several offices in one account, with permissions that control what each staff member can see and do.
Dashboard & reports
See workload, deadlines, documents outstanding and revenue in one dashboard.
Up and running in days, not months
Import your clients
Bring clients in from TaxCycle, ProFile, Taxprep, Excel and others. Nothing is retyped.
Filings are created
MyCPACRM sets up each client's filings and due dates from their year-end.
Turn on reminders
Pick your templates and schedule. Clients start uploading through the portal.
Work the board
Your team prepares, reviews and files, while the dashboard keeps everyone on track.
Real firms, real results
"I don't worry about missing a deadline anymore."B S Saini Professional Corporation
Two-partner CPA firm, Brampton, Ontario
Fintax AJ Professional Corporation
A GTA firm with 15–20 staff moved off 10-year-old software. 100% of clients and tasks were moved across with nothing retyped, and year-end bookkeeping went from days to hours.
"The AI reads our bank statements and codes the books, HST included."
Where the time comes back
Most of the hours a firm saves come from two jobs: chasing documents and sending reminders. MyCPACRM automates both, so staff can focus on preparing and reviewing returns during the busy season.
Simple monthly plans
The same price in Canadian or US dollars. Add the modules you need, when you need them.
Solo
For sole practitioners getting organized.
- Clients, filings & deadlines
- Reminders & client portal
- E-signatures
Team
For small firms with a few staff.
- Everything in Solo
- Workflow board & roles
- AI assistant included
Team Plus
For growing firms and busy seasons.
- Everything in Team
- Room for a larger team
- AI assistant included
Enterprise
For multi-office and cross-border firms.
- Multiple offices
- Custom onboarding
- Priority support
Questions firms ask us
Can we import our existing clients?
Yes. MyCPACRM imports clients from TaxCycle, ProFile, Taxprep, Excel and other tools. We help you with the import so nothing has to be retyped.
Does it work for US firms too?
Yes. MyCPACRM supports US filings such as 1040, 1120 and 1065, IRS 2848 and 8821 e-signatures, and pricing in US dollars.
Will our clients find the portal easy to use?
Clients see a simple checklist of what you need and can upload from their phone. For people who don't want an account, the permanent upload link needs no login at all.
Is our client data secure?
Data is encrypted in transit (TLS 1.2+) and at rest (AES-256), each firm's data is isolated, two-factor sign-in is available and sensitive actions are logged. See our security page for details.
Does the AI make changes on its own?
No. The AI assistant suggests actions and prepares work, and a person on your team approves it before anything is final.
How long does it take to get started?
Most firms are set up within days. Book a demo and we'll walk you through the onboarding plan for your firm's size.
See MyCPACRM with your own workflow.
Book a 30-minute demo and we'll show you how your firm's filings, reminders and documents would look in MyCPACRM.