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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

As the workplace continues to change, employers seek fresh alternatives to outdated practices and traditional providers to tackle their challenges effectively. We have assembled an elite team to provide a range of specialized solutions that feature unparalleled service, reliable expertise, and innovative ideas inspired by our clients. Our approach prioritizes the employee experience while simultaneously enhancing your financial outcomes. With Experian Employer Services, you can reduce complexity and minimize disruptions. We maintain the focus and adaptability that boutique providers offer while incorporating the extensive resources and security of Experian. Our solution simplifies the year-end payroll process, significantly enhancing the efficiency of payroll tax procedures, and makes the balancing, reconciling, and delivery of your year-end statements virtually effortless for your payroll staff. By utilizing our payroll tax solution, you can alleviate the strain on your internal resources, ensuring that payroll is executed correctly from an employee's first day and meeting all legal deadlines for compliance. This holistic approach allows organizations to navigate the evolving landscape of employment with confidence and agility.

Description

MyCPACRM is an innovative cloud-based practice management system developed in the Greater Toronto Area, specifically designed for CPA, EA, and accounting firms across Canada and the United States. This comprehensive platform streamlines client management, filing deadlines, document handling, and year-end processes into a cohesive solution. Firms can efficiently monitor all client activities and filing requirements (including T1, T2, GST/HST, payroll, T3, and various IRS submissions for U.S. firms) with deadlines calculated based on each client's year-end, complemented by automatic email and SMS notifications. The platform features a collaborative workflow board that addresses task dependencies, document gates, and review approvals, enhancing overall efficiency. Clients benefit from a secure, customized portal that facilitates document uploads and includes an integrated e-signature feature for seamless signing. Additionally, the platform provides essential functionalities such as year-end bookkeeping, preparation of financial statements for compilation, review and audit engagements, client payroll management, engagement tracking, and billing, all supported by an AI assistant to optimize user experience. Pricing is structured as a flat monthly fee per plan, charged in CAD for Canadian firms and USD for U.S. firms, ensuring that there are no additional costs incurred per client. This model allows firms to predict their expenses better and focus on delivering high-quality services to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

AllianceHCM Yes 
Cornerstone HR Yes 
Oracle Fusion Cloud HCM Yes 
ServiceNow Yes 
Workday HCM Yes 

Integrations

AllianceHCM No 
Cornerstone HR No 
Oracle Fusion Cloud HCM No 
ServiceNow No 
Workday HCM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$59/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Experian

Founded

1980

Country

United States

Website

www.experian.com/employer-services/

Vendor Details

Company Name

YOO Technologies Inc.

Founded

2025

Country

Canada

Website

www.mycpacrm.com

Product Features

HR Compliance

Alerts / Notifications No 
Certifications Management Yes 
Communication Tools Yes 
Customizable HR Documents No 
Document Management No 
Records Management No 
Regulations Monitoring Yes 
Reporting / Analytics No 
Roles / Permissions No 
Version Control No 
Workflow Management No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

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