Practice management,
made clear.
Clerra is the all-in-one practice management platform for Canadian accounting firms. Streamline work. Stay organized. Delight clients.
Proudly built for Canadian accounting firms
Know exactly what needs attention.
Overdue, due today, approvals waiting, unbilled time — the whole firm on one screen, for you and every staff member, updated in real time.
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 the workflow once. Run it all year.
Set up monthly closes, quarterly GST/HST and annual returns as templates. Clerra spawns them on schedule and moves every job from first step to filed.
A client portal that doesn't need explaining.
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
Moving to Clerra is simpler than staying stuck.
We help you bring your practice over. Most firms are up and running in an afternoon.
- 1Import your client list from QuickBooks, Sage or a spreadsheet
- 2Set up your recurring work as reusable templates
- 3Invite your team and set their roles
- 4Organize documents into each client's file
- 5Personal onboarding support the whole way
Your clients trust you with everything. Clerra is built accordingly.
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.
Your firm deserves a clearer way to work.
No credit card to start · Set up in an afternoon · Data stored in Canada