Industry software and custom systems, from one Canadian team.
Choose a ready-made product built for your industry, or let us build exactly what your business needs. Either way, you get secure, friendly software and support from the people who built it.
Find the right product for your business
Each Yoo product is built around how one industry really works. Pick yours to see what it does.
MyCPACRM
A complete practice management system that tracks every client, filing and deadline, and chases documents for you. Built for firms in Canada and the US.
- T1, T2, GST/HST, payroll and US filings with automatic due dates
- Email and SMS reminders that stop when documents arrive
- Client portal, e-signatures, workflow board and billing
- AI bookkeeping that reads bank statements
| Client | Filing | Status |
|---|---|---|
| Northline Dental Corp. | T2 | 6 of 7 docs |
| R. & S. Patel | T1 | Signed |
| Riverbend Logistics | GST/HST | Reminder sent |
Inventory Management System
Purchasing, warehouse, sales and invoicing in one system. Buy in cases, stock in pieces and sell in packs, with the conversions done for you.
- Multi-warehouse stock with lots, expiry dates and barcodes
- Purchase orders, receiving, landed cost and container tracking
- Wave picking, packing and shipping
- Credit control, invoicing and 11+ reports
| Item | Available | Status |
|---|---|---|
| Basmati rice 5 kg | 930 | Healthy |
| Chickpeas 2 kg | 40 | Reorder |
| Sunflower oil 15 L | 96 | Expiring Nov |
Advisor CRM
Your whole book of business in one place: clients, households, KYC and plan holdings, kept current from your dealer's statements.
- Households and complete KYC profiles
- RRSP, TFSA, RESP, RRIF and LIRA plans and holdings
- Dealer statement import with a preview before anything saves
- Client portal and automatic birthday greetings
Amortivo
Run a private lending business from first lead to final payout on one ledger, with the books balanced every month. Built for Canada.
- Origination, servicing, PAD payments and renewals
- Investor distributions, statements and T5s
- Trust accounting with three-way sign-off
- FINTRAC compliance and 40+ reports
| Loan | Rate | Status |
|---|---|---|
| ML-1042 · Mississauga | 9.25% | PAD cleared |
| ML-1057 · Hamilton | 10.49% | NSF · retry |
| ML-1063 · Barrie | 8.99% | Renewal 60d |
Custom Software
When off-the-shelf tools don't fit, our team designs, builds, hosts and supports a system made for your business.
- CRMs, ERPs, client portals and internal tools
- Replacing old systems without disrupting your business
- Integrations with banks, email, accounting software and AI
- Hosting, support and improvements after launch
Project plan · Client portal & CRM Week 6 of 12
Software you can trust with the work that matters
Our customers manage tax records, investment accounts, inventory and money held in trust. Every product we build follows the same standards.
Secure by design
Encryption in transit and at rest, two-factor sign-in, each firm's data kept separate, and an audit trail on sensitive changes.
Made for Canada
CRA forms and deadlines, FINTRAC and KYC records, registered plans and Canadian bank payment files, built in from day one.
Easy to switch
We import your existing data for you. Preview every change before it saves, skip duplicates, and never retype anything.
Friendly to use
Clean screens, plain language and sensible defaults, so your team is comfortable in days, not months.
Smart automation
Reminders, statement reading, forecasting and reconciliations run in the background, with your people making the final call.
Real people for support
You talk directly to the team that builds the software. Questions get answered and good ideas make it into the product.
"I don't worry about missing a deadline anymore."B S Saini Professional Corporation
CPA firm, Brampton, Ontario · MyCPACRM customer
From first call to up and running
Whether you choose one of our products or a custom build, getting started is simple.
Book a demo
A 30-minute call where we learn about your business and show you the software working.
Get a clear plan
We recommend the right product or scope, with pricing and a timeline in writing.
We move your data
Your clients, items or loans are imported for you, with a preview before anything goes live.
Your team goes live
Training for your staff, and ongoing support from the people who built it.
Let's see if Yoo is a fit for your business.
Book a free, no-pressure 30-minute demo. We'll show you the product that matches your work, or talk through the system you want built.