Your clients and deadlines, off the office network.
Clerra is practice management for Canadian accounting firms that runs in the cloud. Bring your client list across as a spreadsheet and Clerra builds each client’s CRA and provincial filing calendar.
No credit card · No setup fee · Cancel anytime
The same work, without the server.
No office network to keep running
Clerra runs in the browser. Your team works from the office, from home or on a laptop at a client's, and there's no database or server to install, update or back up.
Each client's calendar, built for them
Clerra works out every federal and provincial filing and payment date from each client's type of business, province and year end, moves dates that land on weekends and holidays, and links each date to its official source.
Client portal and e-signing included
Clients upload documents, answer requests, message you and sign engagement letters in their own Client Center, carrying your firm's name. No separate portal subscription and no charge per signature.
Stored in Canada
Your firm's data is kept in Canada and backed up for you. Every person signs in with their own account and you decide what each role can see.
Four steps, most of them an afternoon.
- 1
Get your client list into a spreadsheet
An Excel (.xlsx) or CSV file with a header row and one client per row. A list from your tax software works too. Not sure how to get it out? Email support@clerra.ca and we’ll work it out with you.
- 2
Check it before anything is saved
Upload the file in Clerra and review it row by row: which clients are new, which are repeated, and which have a problem such as an unreadable business number or year end.
- 3
Clerra builds the calendars
Once you import, each client gets their filing calendar. Clerra never guesses a client's type of business or year end: anything your file doesn't say is listed for you to confirm.
- 4
Invite your team and your clients
Add the people at your firm, then invite clients to their Client Center when you're ready. You can run Clerra beside Client Track until you're comfortable.
What comes across, and what it costs.
- Your client list is what comes across. Past time entries, invoices and notes stay in Client Track, so keep it for reference as long as you need it.
- Clerra is $79 a month for the first person and $49 for each person after (CAD, plus GST/HST), with the portal and e-signing included. Try it free for 14 days without a credit card.
Sale until December 31: subscribe monthly by then and your first person is $49 too. See pricing
Client Track is a trademark of its owner. Clerra isn’t affiliated with or endorsed by Client Track or Trilobyte Solutions.