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Description
Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.
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
No details available.
Integrations
No details available.
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
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PS Financials
Founded
1993
Country
United States
Website
www.irisglobal.com/products/accounting-practice-management/iris-star-practice-management/
Vendor Details
Company Name
YOO Technologies Inc.
Founded
2025
Country
Canada
Website
www.mycpacrm.com
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
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
Alternatives
Alternatives
No Alternatives
