Everything your firm needs.
None of the chaos.
Deadlines tracked for you. Work that moves itself. A portal your clients love. Clerra replaces the spreadsheets, reminders, and chasing that eat your week — built for Canadian accounting and bookkeeping firms.
Tax season shouldn't run on memory and spreadsheets.
Most Canadian firms hold it all together by hand. It works — until it doesn't.
Deadlines everywhere
CRA and provincial due dates live in calendars, spreadsheets, and memory. One slip is a penalty — and an awkward call with the client.
Chasing documents
Half of every tax season is spent asking clients for the same records through a long email thread nobody enjoys.
Nickel-and-dimed
The features you need sit behind pricier tiers, then storage, signatures and texts are billed on top. The real price is never the one on the page.
Flying blind
No single place shows what's overdue, what's waiting on review, who's underwater, or how the firm is really doing.
Clerra replaces all of it with one calm, dependable system.
Add a client once. The calendar builds itself.
Entity type, year end, GST/HST and payroll — Clerra turns those few answers into every filing that applies, and moves any date that lands on a weekend or holiday.
One platform. The whole practice.
Explore what Clerra handles — pick an area to see it in action.
Missed a filing? The penalty — and the trust — is yours.
Every CRA & provincial deadline, computed automatically
Enter a client's entity type, year end, GST/HST frequency and payroll setup. Clerra builds their entire filing calendar and keeps it current — so nothing is ever tracked in someone's head or a spreadsheet again.
- T1, T2, T3, GST/HST, payroll, T4/T5, instalments & provincial filings
- Weekend and statutory-holiday deadlines roll forward automatically
- One firm-wide “what's due” view, sorted by urgency
- Rules corrected as data, not code — no waiting on a release
The whole practice, one plan.
No add-on maze. This is what you get on day one.
Deadline engine
Every CRA and provincial filing, computed from the client's profile and rolled past weekends and holidays.
Recurring work
Job templates that spawn on schedule, step by step through review to filed.
Client Center
Checklists, secure uploads, messages and what's still outstanding — on any device.
Vault, virus-scanned
Every upload is scanned before it can be opened. Encrypted, retained 7 years, kept in Canada.
E-signature
Engagement letters and forms signed online, with a tamper-sealed certificate of completion.
Proposals
Price it, get it signed, and start recurring billing from the same page.
Time & invoicing
Track time, bill by the hour or flat fee, send invoices, issue credit notes and refunds.
Online payments
Clients pay by card from the invoice. You keep 100% of the invoice.
Your books, connected
QuickBooks Online, Xero, Sage and Zoho Books alongside the work.
Email in the flow
Forward client email to your Clerra inbox and it files itself against the right client.
Reports you can shape
A report builder with pivots, charts and saved views — plus the firm's health at a glance.
Roles & permissions
Build your own roles from a full permission catalogue, across one office or several.
Team chat
Group chats where the work already is.
Automations & approvals
When this happens, do that — reminders, hand-offs and sign-offs that run themselves.
Open API & webhooks
Connect Clerra to the rest of your stack with a documented API and real-time webhooks.
One plan, everything in it
$79 a month for your first person, $49 for each after. Every feature, unlimited clients, clients free.
The daily frustrations. Answered.
“We're always scrambling right before a deadline.”
Clerra computes every CRA and provincial deadline the moment you add a client, and keeps them current — rolling weekends and statutory holidays forward automatically. Your firm-wide “what's due” list is always accurate, sorted by urgency, so nothing sneaks up on you.
“Clients take forever to send their documents.”
Send a document checklist to the Client Center; clients upload securely from any device and see exactly what's still outstanding. Reminders and status are built in, so you stop being the follow-up service.
“Every month we rebuild the same work from scratch.”
Set up monthly closes, quarterly GST/HST and annual returns once as job templates. Clerra spawns them on schedule with every step ready to check off — through review to filed — and carries the assignee forward.
“The price we sign up for is never the price we pay.”
Clerra is one plan with every feature: $79 a month for your first person and $49 for each person after. No tiers, no usage fees, unlimited storage under fair use, and clients are always free. Your price is locked for 24 months. When clients pay invoices online, you keep 100%.
“I can't see where the firm actually stands.”
The command center shows overdue, due today, approvals waiting, unbilled time and upcoming deadlines on one screen — for you and every staff member — with real-time reports on the firm's health.
“Our clients' data has to stay in Canada.”
Clerra stores it in Canada — built and hosted in Canadian data centres, with encryption in transit and at rest, row-level isolation between firms, and 7-year document retention handled for you. The automatic reading features (sorting incoming email, reading receipts) are processed by a US provider under zero-data-retention terms, and a firm can switch them off in Settings.
Serious about security — because you have to be.
You hold a whole book of client records. Clerra is built to protect it.
Data stored in Canada
Built and hosted in Canada, in Canadian data centres — designed for PIPEDA from day one.
Row-level isolation
Every firm's data is walled off at the database and encrypted in transit and at rest.
7-year retention
Documents are retained for the years you're required to keep them — automatically.
Questions, answered
What is Clerra?+
Clerra is practice-management software for Canadian accounting and bookkeeping firms. It computes every CRA filing deadline automatically, runs recurring work like monthly closes and GST/HST, and gives each client a secure portal for documents. It's $79 a month for your first person and $49 for each person after, with every feature included and clients free.
Is Clerra Canadian, and where is my data stored?+
Yes — Clerra is built in Canada by Common Good Labs Inc. in St. Marys, Ontario, and all your data is stored in Canadian data centres (AWS Canada Central, Montréal), with row-level isolation between firms and between a firm and its clients. Canadian data residency is built in, not an add-on.
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 practice-management layer that keeps the whole firm on track.
How much does Clerra cost?+
$79 a month for your first person and $49 for each person after. One plan with every feature, unlimited clients, unlimited storage under fair use, and no usage fees. Clients are always free. Pay monthly and cancel anytime, or pay yearly and get a month free. Prices in CAD, plus GST/HST.
Which Canadian filings does the deadline engine handle?+
Enter a client's entity type, year end, GST/HST frequency and payroll setup and Clerra builds their full filing calendar — T1, T2, T3, GST/HST, payroll remittances, T4/T5, instalments and provincial filings — rolling weekend deadlines forward and staying current as the profile changes.
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.
See it on your own firm.
Add your clients and the whole system comes to life in an afternoon.