🇨🇦 Canadian CPA Practice & Tax Operating System|v2.4 Enterprise

The Multi-Tier Operating System for Modern Canadian CPA Firms

Eliminate tax season crunch. Centralize T1 Personal & T776 Rental, T2 Corporate GIFI, HST/GST Remittances, multi-entity firm management, and 100% white-label client portals under one bank-grade encrypted roof.

Apex CPA Workstation • Firm SessionAES-256 Validated

Miller, David & Elena (SIN: 512-•••-981 & 514-•••-204)

Tax Year 2025 • Joint Return

Assigned Lead CPA: Jane Accountant, CPA • Ontario Jurisdiction (ON428) • EFILE Eligible

Est. Net Refund: +$3,842.20 CAD
Filing Lifecycle: 5. CPA Quality ReviewStep 5 of 9 (Click to test workflow)
T4 / T5 Slips Reconciled

$126,900.00 Gross

✓ Box 22 Tax Deducted: $28,022.20

T776 Rental Property

120 King St W, Unit 1402

Net Rental: $14,250.00 (Mortgage Int + CCA)

Deductions Claimed

-$16,500.00 RRSP

✓ Notice of Assessment Room Checked

🇨🇦 Live Tax Bracket Calculator

Instant Canadian Federal & Provincial Estimates

Test our real-time tax calculation engine with federal brackets, provincial surtaxes, and CPP/EI limits.

Select Province / Territory
Gross Annual Taxable Income (Line 15000):$115,000 CAD
$35,000$150,000$280,000+
Estimated Net Take-Home

$78,879 CAD

Effective Rate: 31.4%
Federal Income Tax:$20,682 CAD
Ontario (ON428):$10,523 CAD
CPP & Employment Insurance (EI):$4,916 CAD
Total Tax & Premiums Payable:$36,121 CAD
White-Label Infrastructure

Your Custom Domain & Automated SSL

Connect your firm domain (e.g. portal.yourfirm.com) with our automated TXT token ownership challenge.

Required DNS TXT & CNAME Records● Live Auto-Check
Type: TXTHost: _cpacrm-challenge.portal.apex-cpa.caValue: cpacrm-verify=9f8a3c2e1b4d5a
Type: CNAMEHost: portal.apex-cpa.caValue: cname.cpacrm.com
Canadian Practice Case Studies

Trusted by Leading Canadian Accounting Firms

Read how practices across Ontario, British Columbia, and Alberta scaled their practice capacity with Qualtriq.

Financial District • Toronto, ON740 Returns Filed

Apex Tax Advisory LLP

"Our high-net-worth clients love logging into portal.apex-cpa.ca instead of sending unencrypted SINs and T4s over email. It elevated our practice from day one."

Marcus Vance, CPA, CAEliminated 18 hours/week of email document chasing with the 24/7 Client Vault.
Downtown • Vancouver, BC3 Entity Branches

Redleaf CPA Professional Corp

"The 9-stage progression tracker keeps all our junior preparers and senior reviewers aligned on CRA deadlines without status meetings."

Sarah Jenkins, CPA, CGA1-Click multi-company switcher centralizes holding company returns and corporate year-ends.
Beltline • Calgary, AB$84,000 Recovered

Prairie Financial Advisory

"Qualtriq provides the multi-tenant cryptographic isolation and custom domain capabilities that enterprise accounting software usually charges $10k/yr for."

David Chen, CPADirect itemized PDF billing and retainer tracking reduced unpaid invoices by 62%.
Transparent Pricing

Plans Scaled for Every CPA Practice

Whether you are a solo practitioner or an enterprise multi-office firm, pick a plan that accelerates your practice.

Starter CPA

For solo CPAs and boutique independent accounting practices.

$79CAD / month

Included Features

  • Up to 5 Staff Members
  • Up to 100 Active Clients
  • T1 Personal Tax Intake & Filings
  • HST / GST Remittance Tracking
  • Standard Subdomain (*.cpacrm.com)
  • Document Vault Storage (10 GB)
  • Standard Email & Ticket Support
Most Popular Firm Suite

Professional Practice

Our most popular multi-tier suite for growing Canadian CPA firms.

$199CAD / month

Included Features

  • Up to 25 Staff Members
  • Up to 500 Active Clients
  • Multi-Firm Portfolio Controller
  • T1 Personal & T2 Corporate Tax Suite
  • HST / GST, Corp Registrations & Super Visa
  • White-Label Client Portal with Custom Domain
  • Automated DNS TXT & CNAME Token Engine
  • 5 Bespoke Theme Presets & Color Customizer
  • Document Vault Storage (100 GB)
  • Priority Phone & Email Support

Enterprise Multi-Firm

For multi-office regional firms and enterprise tax partnerships.

$399CAD / month

Included Features

  • Unlimited Staff Members & Accountants
  • Unlimited Active Clients & Filings
  • Multi-Company Management Controller
  • Dedicated Custom Domains per Firm Branch
  • Bring-Your-Own Cloud (MongoDB & Storage)
  • AES-256-GCM Cryptographic Isolation
  • SOC-2 Immutable Security Audit Trails
  • Unlimited Cloud Document Vault
  • Dedicated 24/7 Account Engineer
Clear Answers

Frequently Asked Questions

Everything you need to know about security, Canadian tax modules, and custom domain setup.

Our multi-tier architecture enforces complete data scoping. Platform SuperAdmins operate solely in governance mode (approving firms and managing plans) and are cryptographically prevented from viewing private client data or switching into firm accounts. Firm Admins control their practice, Senior Staff manage operational tax filings, and Client Portal users only see their own returns and documents.
Ready for Tax Season

Transform Your CPA Practice Today

Join Canadian chartered professional accountants who have streamlined their personal taxes, corporate filings, and white-label client experience.