The operating system your firm actually runs on.
Every CRA deadline computed automatically. Recurring work that runs itself. A client portal your clients actually use. One flat price for your whole firm — never per seat.
No credit card to start · Set up in an afternoon · Your data stays in Canada
Tax season shouldn't run on memory and spreadsheets
Deadlines scattered across calendars. Documents chased through email. Per-seat tools that punish you for growing. Clerra replaces all of it with one calm, dependable system.
Never miss a filing
The deadline engine watches every client so you don't have to.
Stop chasing documents
Clients upload to a portal that shows them exactly what's left.
Grow without penalty
Flat-rate pricing — add staff and clients freely.
Every CRA deadline, computed the moment you add a client
Enter a client's entity type, year end, GST/HST frequency and payroll setup. Clerra builds their entire filing calendar — T1, T2, T3, GST/HST, payroll remittances, T4/T5, instalments and provincial filings — and keeps it current as their profile changes.
- Weekend deadlines roll forward automatically
- Data-driven rules, corrected without a redeploy
- One firm-wide “what's due” command center
Work that runs itself, from first step to filed
Set up monthly closes, quarterly GST/HST and annual returns once. Jobs appear on schedule with every step ready to check off — through review to filed. “Waiting on client” is a first-class status, because that's where the time actually goes.
- Reusable job templates + starter library
- Auto-assign, track progress, never miss a step
- Bulk-spawn an entire tax season in one click
A portal your clients actually use
Send a document checklist; clients upload securely from any device and see exactly what's outstanding. Message them, share reports, and keep everything in one organized client file — nothing internal is ever visible to them.
- Secure uploads + signed downloads
- Built-in messaging
- Complete client file exported to PDF on demand
Why firms switch to Clerra
Built for how Canadian firms actually work — not a generic tool bent to fit.
| Capability | Clerra | Per-seat tools | Spreadsheets & email | Generic PM tools |
|---|---|---|---|---|
| Flat price for the whole firm | ||||
| Automatic CRA deadline engine | partial | |||
| Canadian data residency | partial | |||
| Secure client portal | partial | partial | ||
| Recurring work + review workflow | partial | |||
| 7-year document retention | partial | |||
| Time tracking + timesheets | partial | partial | ||
| Set up in an afternoon |
One flat price. Your whole team included.
A 10-person firm on a per-seat tool can pay five figures a year. Clerra is one predictable price — every seat, every feature.
Questions, answered
Does Clerra replace my accounting or tax software?+
No — and it never tries to. Clerra runs the work around QuickBooks, Xero, TaxCycle, ProFile or CCH. It's the layer that keeps the whole practice on track.
How does flat-rate pricing work?+
One price per firm, every feature included, unlimited staff and clients. Adding people never costs more — so growing your team never raises your bill.
Where is my data stored?+
In Canada, in Montréal-region data centres, with row-level isolation between firms and between a firm and its clients. Canadian data residency is built in, not an add-on.
How long does it take to get started?+
Most firms are productive the same afternoon: add your clients with a few compliance details, and the filing calendar is simply there.