Clerra Reviews & Product Details

Clerra is practice management software built for Canadian accounting and bookkeeping firms. Other tools need you to build your deadlines by hand. Clerra computes them. Enter a client's profile (entity type, year-end, GST/HST and payroll details, province) and Clerra fills their calendar with the federal and provincial filings and payments they owe: T1, T2, T3, GST/HST and QST, payroll remittances, slips, instalments and corporate annual returns. Each payment date is paired with its filing, so nothing slips between "file by" and "pay by." Around that calendar, Clerra runs the whole practice: Recurring work that lands on each client's real due dates, with job templates, steps and an Assignments board for the whole firm. Capacity forecast: see each person's workload twelve months ahead, before the jobs exist. Plan vacations and hand off cover in a few clicks. Engagements: proposals priced from each client's own filings, sent with a PDF, e-signed, and turned into recurring billing and work the moment the client accepts. Annual renewals show last year's actual hours beside each price. Get paid: invoicing, time tracking, card payments, deposits, payment plans and client credit, with QuickBooks Online sync. Client portal and secure vault: document requests that go out ahead of each deadline, file sharing, and built-in e-signature that works on CRA forms. Multi-office support, custom roles and permissions, and reporting. Clerra is built and hosted in Canada, so your clients' tax data stays here. Pricing is one flat monthly price for the whole firm, in Canadian dollars, rather than a per-seat charge. You can sign up yourself, import clients from a CSV, QuickBooks, Xero or Sage, and be running this week.