Your entire firm.
Finally under control.
Clerra calculates Canadian tax deadlines automatically, moves recurring work forward, and keeps your team and clients in sync—from first request to filed.
No credit card · Flat firm pricing · Canadian data residency
Works with your existing stack
Everyone knows what to do next.
See every deadline, blocked job, client request, review and unbilled hour across the firm — without another spreadsheet or round of check-ins.
Add the client.
Clerra builds the calendar.
Enter the entity type, fiscal year end and filing requirements. Clerra calculates every applicable CRA and provincial deadline — and keeps them current as the client changes.
Client profile
- Entity type
- Corporation (T2)
- Fiscal year end
- Dec 31
- GST/HST
- Quarterly
- Payroll
- Monthly remitter
Filing calendar · generated
- T2 corporate returnJun 30
- GST/HST returnQuarterly
- Payroll remittance15th, monthly
- T4 / T5 slipsFeb 28
- Corporate instalmentsMonthly
Build it once.
Run it all year.
Monthly closes, quarterly GST/HST and annual returns launch on schedule, already assigned and ready to move from first step to filed.
So simple, clients actually use it.
Send a document checklist; clients upload from any device and see exactly what's outstanding. Message them, share reports — nothing internal is ever visible.
- Send a document request in seconds
- Clients see exactly what's still outstanding
- Secure upload from phone or desktop
- Messages and files, all in one thread
Simpler than
staying stuck.
We help you bring your practice over. Your firm can be up and running in an afternoon.
- 01
Import your client list from QuickBooks, Sage or a spreadsheet
- 02
Set up your recurring work as reusable templates
- 03
Invite your team and set their roles
- 04
Organize documents into each client's file
- 05
Personal onboarding support the whole way
Trust is part of the product.
Your clients trust you with everything. Clerra is engineered to protect it—from Canadian data residency to firm-level database isolation.
Canadian data residency
Records, documents and backups stored in Canadian data centres.
Firm-level database isolation
Every row locked to your firm by row-level security in the database itself.
Two-factor authentication
For your team and your clients — a password alone is never enough.
Full activity records
Every document access, upload and change is on the record.
Ready when you are
Your firm deserves
a clearer way to work.
No credit card to start · Set up in an afternoon · Data stored in Canada