Audience
CPA firms, accounting and bookkeeping firms, and tax practitioners in Canada and the US
About MyCPACRM
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system.
Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off.
Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant.
Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.
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Pricing
Starting Price:
$59/month
Integrations
No integrations listed.
Company Information
YOO Technologies Inc.
Founded: 2025
Canada
www.mycpacrm.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
