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.
Other Popular Alternatives & Related Software
Trevio
Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil.
Learn more about Trevio
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.
Learn more about Engager.app
TaxDome
Your clients shouldn’t need a phone call to work with you, and switching platforms shouldn’t gamble your busy season. TaxDome is the end-to-end, AI-powered single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one.
Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, sign, and pay without a phone call, and the work routes to the right person on its own. Behind it sits CRM, workflow automation, documents, e-signatures, proposals, billing, payments, and time tracking. AI builds intake checklists from last year’s return and packages tax returns for review, and MCP connects TaxDome to Claude and ChatGPT.
Trusted by 15,000+ firms and 6M+ of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, including Practice Management Systems.
Learn more about TaxDome
Corvee Tax Planning
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
Learn more about Corvee Tax Planning
Pricing
Starting Price:
$59/month
Integrations
No integrations listed.
Company Information
YOO Technologies Inc.
Founded: 2025
Canada
www.mycpacrm.com
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
MyCPACRM Frequently Asked Questions
Q: What kinds of users and organization types does MyCPACRM work with?
MyCPACRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does MyCPACRM support in their product?
MyCPACRM supports these languages: English.
Q: What kind of support options does MyCPACRM offer?
MyCPACRM offers support via phone support and online.
Q: What type of training does MyCPACRM provide?
MyCPACRM provides training in the form of documentation, live online, and videos.
Q: How much does MyCPACRM cost?
Pricing for MyCPACRM starts at $59/month.
