Client CRM
Legal name, address, fiscal year-end, officers and key contacts — searchable while you work a file. Import and export the whole book in CSV or XLSX.
Explore the Client CRMPractice management for accounting firms
Run your whole firm — without missing a deadline.
One home for every client, every task and every CRA deadline. Colour-coded reminders, e-signed engagement letters and a live SLA dashboard — so nothing slips and everything is on record.
- Built for Canadian firms
- CRA-aware deadlines
- White-label ready
The practice operating system trusted to keep firms compliant
- Data hosted in Canada
- Row-level tenant isolation
- PIPEDA-aligned
- Branded client emails
- 24/7 availability
- CPA CanadaChartered Professional Accountants
- CPA AlbertaProvincial body
- CPA OntarioProvincial body
- PIPEDAPrivacy aligned
- ca-central-1Canadian data residency
- SOC 2 practicesControls modelled on
- CPA CanadaChartered Professional Accountants
- CPA AlbertaProvincial body
- CPA OntarioProvincial body
- PIPEDAPrivacy aligned
- ca-central-1Canadian data residency
- SOC 2 practicesControls modelled on
One platform
Everything your practice runs on, in one place.
Fifteen modules built to work together — the CRM feeds the work, the work feeds the deadlines, the deadlines feed the dashboard.
Task Master
Per-client projects on annual, quarterly and monthly cadences — table or Kanban board, with assignees and due dates.
Explore workflowNever miss a deadline
Deadlines that chase themselves.
Personal tax in January, GST on each client's cadence, year-end one month before fiscal close — generated automatically and surfaced before they bite.
- Colour-coded red / orange / green by proximity
- Delivered on the dashboard and by email digest
- Snooze, mark done or dismiss — the firm stays in control
- Weekend and Canadian statutory holiday roll-forward
Engagement letters
Letters that sign themselves.
Build a priced letter from your services, load scope from history, then send a branded link. Clients sign by type, draw or upload — and download the PDF.
- Services-based pricing with custom lines
- Client e-signature on a no-login branded portal
- Every letter and signature kept on the client record
- Draft, sent, viewed, signed and declined — each timestamped
- modules, built to work as one
- 0modules, built to work as one
- white-label, down to the email footer
- 0%white-label, down to the email footer
- SLA so nothing slips unseen
- 0-colourSLA so nothing slips unseen
- availability, hosted in Canada
- 0/7availability, hosted in Canada
We stopped chasing deadlines in spreadsheets. Now the whole firm sees what's due, what's late, and what's done — in one place, under our own brand.
Managing Partner
Mid-size CPA firm · Ontario
Pricing
One plan. Everything included, one simple price.
No tiers, no per-seat maths. Every firm gets the whole platform for a flat annual fee.
Everything included
SpeedNum — full platform
For accounting firms that want it all, from day one.
$1,200USD / year
Billed annually · about $100/month
Start free trial- Unlimited clients & team members
- Client CRM, Task Master & SLA dashboard
- Colour-coded deadline reminders & email digests
- Engagement letters with client e-signature
- Services catalogue & branded client portal
- White-label branding — your logo, colours & emails
- CSV/XLSX import and export, no lock-in
- Canadian data residency & audit log
Reselling SpeedNum to many firms under your own brand? Talk to us about white-label
Security
Built to be trusted with client data.
Accounting firms hold the most sensitive data a business has. The security model is designed around that, not bolted on after.
Locked-down access
No public data access — every read runs through authenticated, tenant-scoped server actions.
Data residency
Hosted on Postgres in ca-central-1, aligned with PIPEDA and provincial privacy law.
Audited & isolated
Signed tenant sessions, JWT-verified portals, and an append-only audit log.
Your own domain
An instant firm subdomain, or point your own domain — branding follows the hostname.