The AI Platform for Canadian Accounting & Law Firms

Save 40+ Hours
Per Staff Member Every Month

Mortacc combines AI tax preparation, corporate records, annual maintenance, compliance tracking, client onboarding, document automation, and firm management into one platform built specifically for Canadian accounting and law firms.

✓ Save 40+ hours per staff member every month

✓ Auto-generate corporate documents in minutes

✓ Eliminate manual compliance tracking

✓ Streamline client onboarding with automated workflows

✓ Built for all four Canadian jurisdictions — fully bilingual EN/FR

Start Free Trial Book Live Demo

Built for all four Canadian jurisdictions

Federal (CBCA)

Ontario (OBCA)

British Columbia (BCA)

Québec (LSAQ)

Bilingual EN/FR

🥇

🌅

Morning Briefing

See everything that needs attention today in one screen

🥈

📨

Auto Client Chasing

Zero-touch follow-ups. You do nothing.

🥉

💰

Deep T2 Auto-Prepare

Accountant reviews, not builds.

🏅

🤖

Corporate Change AI

Type a change. Documents generated automatically.

🏅

💡

AI Tax Planning

Income splitting, CDA, LCGE — auto-detected

🏅

🧠

Accountant Copilot

3-minute review. Health scores, anomalies, actions.

What Mortacc Finished Today

Your AI employee
never sleeps.

Mortacc works 24/7. Here's what it did for one firm in the last 24 hours.

Live Activity

✓

Prepared 3 T2 returns

Auto-populated from bookkeeping. Ready for partner review.

2h ago

✓

Sent 12 client reminders

60% already responded. Escalation scheduled for non-responders.

4h ago

✓

Generated 4 annual maintenance packages

AGM minutes, resolutions, registers. Bilingual EN/FR. One click.

6h ago

✓

Identified 2 tax-saving opportunities

CDA balance alert + LCGE eligibility. Notified engagement partner.

8h ago

✓

Processed 8 onboarding submissions

Documents collected. Missing items flagged. Welcome emails sent.

10h ago

✓

Flagged 1 CRA review letter

AI interpreted. Response draft ready. Deadline: 21 days.

14h ago

Mortacc did all of this automatically. Zero human touch.

See It In Action →

What Mortacc Replaces

Replace 10+ Disconnected Systems

One platform. One database. One workflow. One AI assistant.

Without Mortacc

❌ Excel trackers

❌ Outlook reminders

❌ Manual annual maintenance

❌ Separate onboarding tools

❌ Corporate record software

❌ Tax organizers

❌ CRA letter review

❌ Compliance calendars

❌ Manual client chasing

❌ Multiple subscriptions

With Mortacc

✅ One platform

✅ One database

✅ One workflow

✅ One AI assistant

Why Firms Choose Mortacc

Purpose-built for Canadian
corporate services.

Every feature designed by professionals who understand incorporations, annual maintenance, minute books, and regulatory compliance.

🏢

Corporate Records Management

Complete entity profiles with directors, officers, shareholders, registered addresses, and key dates — all in one structured place.

📚

Minute Books & Entity Tracking

Generate 15+ bilingual document types in minutes. Annual meeting minutes, resolutions, registers, and ledgers — ready to file.

⚖️

Compliance Monitoring

Jurisdiction-aware deadline engine auto-calculates filing dates. Never miss an annual return, AGM requirement, or regulatory deadline.

📅

Annual Maintenance Tracking

Automated annual maintenance packages. AGM minutes, corporate resolutions, and register updates generated in one click per entity.

🇨🇦

Federal, Ontario, BC & Québec Support

Full coverage across all four Canadian jurisdictions — CBCA, OBCA, BCA, and LSAQ. Purpose-built for Canadian corporate law.

🔤

Bilingual English & French Platform

Every document, interface, and workflow available in both official languages. Serve clients across Canada in their preferred language.

🤖

AI-Powered Corporate Services Assistant

Type a corporate change — director changes, share transfers, amendments — and AI generates the resolutions, forms, and filings automatically.

🌐

Client Portal & Workflow Automation

Branded client portal for document collection and status tracking. Automated workflows for onboarding, reminders, and follow-ups.

🎓

Dedicated Corporate Services Expertise

Built by corporate services professionals. Migration support, guided onboarding, and ongoing help from people who understand your practice.

AI Does The Work. Professionals Stay In Control.

Automation with
professional oversight.

Client Upload

Client submits documents through branded portal. Tax slips, corporate records, CRA correspondence — all auto-categorized.

Mortacc Processes

AI extracts data, cross-references prior years, identifies anomalies, pre-fills forms, drafts resolutions, and flags issues — all in minutes.

Mortacc Drafts

Complete draft outputs: T2 returns, corporate resolutions, minute book documents, client correspondence, and compliance reports — all formatted and ready.

Accountant Reviews

You review, adjust, and approve. AI highlights what changed and why — so you make informed decisions in minutes instead of hours.

Ready To File

One click to finalize. Auto-archived in client record. Audit trail complete. Professional standards maintained — every time.

⚡ Mortacc automates preparation. Professionals approve final output.

See The Product In Action

Real screens from a
real Canadian firm.

Smith & Partners CPA — 400 corporations, 250 active clients, 3 offices.

app.mortacc.com/dashboard

Smith & Partners CPA

Mortacc

Main

Dashboard

Clients

Compliance

Documents

Work

Tax Prep

Onboarding

Billing

Good morning, Sarah

Tuesday, March 18 2026

+ New Client

Needs Attention

3 overdue

T2s In Progress

120 filed this season

Compliance Due

Next 30 days

Active Clients

250

400 entities total

⚠ Priority Actions Today

1 347 Ontario Inc. — Annual return overdue (3 days) URGENT

2 Maple Leaf Holdings — T2 draft ready for review DRAFT

3 12 clients need document follow-up — Auto-chase ready BATCH

4 CDA balance alert — 5 clients eligible for tax-free dividends OPPORTUNITY

These are real Mortacc screens. Smith & Partners CPA manages 400 entities across 4 jurisdictions.

Platform Capabilities

Everything your firm needs.
Nothing it doesn't.

Category 1

AI Tax Suite

⭐ Top Revenue

💰

Deep T2 Auto-Prepare

Pre-filled from invoices, bookkeeping, prior year. You review.

📋

T1 Personal Tax Organizer

Smart questionnaires. Auto-categorized. Ready for prep.

📥

AI Slip Reader

Upload slips → AI reads → refund estimate → review notes.

⭐ Top Revenue

💡

AI Tax Planning Engine

Income splitting, CDA, LCGE — auto-detected opportunities.

🏛

CRA Letter Interpreter

Upload → AI identifies issues → explains → creates tasks.

View all capabilities →

Category 2

Corporate Governance

⭐ Top Revenue

🤖

Corporate Change AI Assistant

Type a change. Resolutions generated. No forms.

◉

Entity Records

Directors, officers, shareholders. All in one place.

📚

Minute Books

15+ documents in 2 minutes. Bilingual EN/FR.

🩺

Minute Book Health Check

AI scans your minute books for gaps and issues.

📊

Cap Tables

Live capitalization tables. Share classes. Transactions.

View all capabilities →

Category 3

Compliance & Annual Maintenance

⭐ Top Revenue

📅

Annual Maintenance Auto-Pilot

AGM minutes, returns, registers. One click.

⚖️

Jurisdiction Deadline Engine

Auto-calculates deadlines per entity per jurisdiction.

🗓️

Compliance Calendar

FullCalendar with auto-populated deadlines.

🔍

CRA & Audit Support

Document retrieval. Timeline generation. Audit-ready.

View all capabilities →

Category 4

Client Management

🚀

Client Onboarding Auto-Pilot

Automated document collection. 5-minute setup.

🌐

Client Onboarding Portal

Branded, secure portal. Clients self-serve.

⭐ Top Revenue

📨

Auto Client Chasing

Zero-touch follow-ups. Escalation built in.

⚠️

Client Risk Scoring

Flag at-risk clients before they become problems.

📧

Email Intelligence Center

AI reads client emails. Extracts action items.

View all capabilities →

Category 5

Firm Operations

🌅

Morning Briefing

Everything that needs attention today. One screen.

🧠

Accountant Copilot

3-minute review. Health scores, anomalies, actions.

⭐ Top Revenue

📊

Revenue Generator Dashboard

Spot unbilled work. Recover lost revenue.

⚙️

Workflow Automation

Build custom workflows. Automate your process.

🧾

Billing & Invoices

Track billables. Send invoices. Get paid.

View all capabilities →

Built for Canadian Accounting & Law Firms

Mortacc was designed by corporate services professionals who work with incorporations, annual maintenance, minute books, compliance tracking, corporate changes, and regulatory filings every day. We understand the workflows, deadlines, and jurisdictional nuances that Canadian accounting and law firms navigate — because we have lived them.

Every feature in Mortacc reflects real-world corporate services experience. From the way entity records are structured, to how annual maintenance packages are generated, to the bilingual document templates that match what Canadian regulators expect — this platform was built from the inside out by people who know the practice.

Federal, Ontario, BC & Québec

Bilingual English & Français

Canadian Data Hosting (Toronto)

Built for Professional Practice

Migration

Switch in days,
not months.

We handle the transition so you can focus on clients.

📊

Spreadsheet Import

Upload your Excel trackers. We map columns and migrate data automatically.

👥

Client Import

Bulk import all client entities, contacts, and historical records in one batch.

🏢

Entity Import

Directors, officers, shareholders — all migrated with structure preserved.

📁

Historical Records

Past minute books, filings, and compliance records imported and organized.

🧭

Guided Onboarding

Dedicated migration specialist walks your team through setup in 2–3 sessions.

Book Migration Consultation

Most firms are fully migrated within 5 business days.

Implementation

Live in 7 days.
No disruption.

Most firms are fully operational within one week. Our team handles the heavy lifting.

Days 1–2

Import Clients

Upload spreadsheets or connect your existing system. We map and migrate your data.

Days 3–4

Configure Workflows

Set up compliance deadlines, automated reminders, and document templates for your firm.

Day 5

Train Staff

One guided session. Your team learns the platform. Most staff are productive same day.

Days 6–7

Go Live

Your firm is fully operational. Ongoing support included. We are here when you need us.

✓ Dedicated migration specialist included with every plan

Enterprise-Grade Security

Your clients' data
stays in Canada.

Built for professional firms handling sensitive corporate and tax information.

🔒

Encrypted Data

All data encrypted at rest and in transit. TLS 1.3. AES-256 storage.

👤

Role-Based Access

Granular permissions per staff member. Partners see everything. Juniors see assigned work.

📋

Audit History

Every action logged. Who viewed, edited, or approved. Full audit trail for CRA reviews.

🇨🇦

Canadian Firm Focus

Data hosted in Canada (Toronto). Built for Canadian professional standards and regulations.

📎

Document Tracking

Full document lifecycle tracking. Know exactly who has each document and its status.

Why Canadian Firms Choose Mortacc

Trusted by Canadian
Accounting & Law Firms

hours saved per staff member every month

All 4

Canadian jurisdictions — Federal, Ontario, BC, Québec

Canadian jurisdictions supported

EN/FR

English & French support — fully bilingual

🇨🇦 Federal

CBCA

Ontario

OBCA

British Columbia

BCA

Québec

LSAQ

🇫🇷 Bilingue — English & Français

Real Results

Canadian firms that
switched to Mortacc.

Case Study 1

Small CPA Firm

2 partners • 80 clients • Ontario

Before

Manual Excel tracking. Outlook reminders. 25+ hours/month on annual maintenance. Missing deadlines regularly.

After Mortacc

Automated compliance. Auto-chasing. 40 hours saved monthly. Zero missed deadlines.

40h

Saved/Month

100%

Compliance Rate

3mo

To Full Adoption

Case Study 2

Corporate Services Team

5 staff • 200 entities • Federal + Ontario

Before

45 minutes per annual maintenance file. 5 different software tools. Manual document drafting.

After Mortacc

5 minutes per file. One platform. AI-generated documents. 85 files done in a week.

9×

Faster

Files/Year

$21k

Saved/Year

Case Study 3

Growing Multi-Office Firm

3 offices • 400 entities • All 4 jurisdictions

Before

5 disconnected systems. No central record. Staff duplicating work across offices. Compliance gaps.

After Mortacc

One platform across all offices. Central entity records. AI identifies gaps. Full visibility.

5→1

Systems Consolidated

400

Entities Managed

Compliance Gaps

What Accountants Say

Trusted by Canadian
accounting professionals.

Mortacc reduced our annual maintenance workload by over 80%. What used to take our team weeks now happens in days. The AI catches things we would have missed.

James Mitchell, CPA

Managing Partner
Midtown Accounting, Toronto

Client onboarding now takes minutes instead of days. The automated document collection alone saves us 15+ hours a week. Our clients love the portal.

Sophie Laroche, CPA

Senior Tax Manager
Gestion Conseils, Montréal

We manage over 300 corporations across three offices. Before Mortacc we had five different systems. Now everything is in one place. The compliance tracking alone is worth it.

Robert Kim, CPA, CA

Director, Corporate Services
Pacific Advisory Group, Vancouver

See How Much Your Firm Could Save

The strongest conversion tool
on the website.

Adjust the sliders to match your firm — see your estimated savings in real time.

Corporate Clients

entities

Hours/Month on Annual Maintenance

hrs/mo

Hours/Month Chasing Documents

hrs/mo

Hours/Month Updating Minute Books

hrs/mo

Avg Hourly Staff Cost

$ /hr

Annual Hours Saved

1,122

hours/year recovered

Annual Cost Savings

$84,150

recovered labor cost

New Revenue Opportunity

$117,810

recovered billable work

ROI vs Mortacc

8.8×

return on subscription

Based on 50 corporate clients, saving 110 hours/month in maintenance, chasing, and minute book work at $75/hr. Growth plan: $799/mo.

Start Free Trial — Save From Day One

Simple pricing

Flat monthly. No per-entity fees.

Starter

$299/mo

For sole practitioners and small firms

✓ Up to 100 clients
✓ Annual Maintenance
✓ Compliance Tracking
✓ Client Onboarding
✓ Corporate Records
✓ Basic AI tools

Start free trial

Save 40+ HoursPer Staff Member Every Month

The platform Canadian firms trustfor corporate services.

Save 40+ Hours
Per Staff Member Every Month

The platform Canadian firms trust
for corporate services.