Clerra

Clerra is practice-management software for Canadian accounting firms, built around automatic CRA and provincial deadline tracking. Connect it to Claude to ask about your firm's live work: what's due this week and what's overdue; which T2s are still waiting on client documents; where a client stands, with their open filings, jobs and document requests; what's left on a job and who has each step; which clients are set up so that filings are missing; and custom reports such as unbilled time by client or filings by status. Every answer links back to the record in Clerra.

Each person connects with their own Clerra login and sees exactly what their role lets them see in Clerra. Other people's time, the firm's invoices and firm settings follow the same permissions as the app. With the "AI assistants can make changes" permission, it can also add notes, to-dos and the person's own time, start jobs and tick off their steps, add clients with their entity type, province and year-end, and update a client's contact details and filing set-up. Claude asks before each change, and every change is recorded with its old and new value. It never deletes anything, never marks a job done or a return filed, never emails clients or moves money, and never shows SINs, bank details, pay rates or file contents.

A firm's clients can connect too, as their own choice. A client signs in to their Client Center and asks what their accountant still needs, when things are due, or whether their return is ready. It reads only what the client sees there, changes nothing, and links back to upload, sign or pay.

A firm's Company Admin turns this on in Clerra under Settings → AI assistants. Available on paid Clerra plans.