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Description
Are you concerned that manually tracking court deadlines from various sources might lead to missing important dates? Deadline Assistant offers a solution by calculating deadlines based on relevant federal, state, and local court regulations, seamlessly integrating this information into both your Deadline Assistant calendar and Microsoft® Outlook® calendar view. You will receive timely email notifications whenever there are updates to court rules that pertain to your cases. With the help of attorney-editors, you will get comprehensive reports detailing any changes, ensuring that you remain well-informed. Additionally, Deadline Assistant allows you to tailor deadlines according to your needs and centralizes deadline management throughout your firm. You can oversee deadline information for your entire firm, department, or specific matter teams, gaining access to all Deadline Assistant dates directly in Outlook. The platform also offers the flexibility to edit dates, rename events, add personal notes, or delete calendar entries. Moreover, you can create custom templates tailored for various case types, transactional deadlines, or scheduling orders, enhancing your organizational efficiency. This robust system is designed to help streamline your legal practice and ensure that deadlines are never overlooked.
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
No images available
Integrations
Case Timeline
No
Microsoft Outlook
No
Westlaw
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
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
Thomson Reuters
Founded
2008
Country
Canada
Website
legal.thomsonreuters.com/en/products/deadline-assistant
Vendor Details
Company Name
YOO Technologies Inc.
Founded
2025
Country
Canada
Website
www.mycpacrm.com
Product Features
Legal Calendar
Case Defined Timekeepers
No
Completion Tracking
No
Conflict Management
No
Multi-Office
No
Reminders
No
Rules-Based Scheduling
Yes
Staff Calendar
No
Status Tracking
Yes
Task 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
