Mortacc helps Canadian accounting firms onboard clients, collect documents, incorporate companies, and manage their entire practice — all in one secure platform.
Trusted by Canadian accounting firms
Mortacc streamlines the entire client onboarding process so you can focus on what matters.
Enter your client's name and email. Mortacc automatically generates a unique secure portal link and sends them an invitation.
Your client fills in their personal and business information and uploads their documents through a beautiful 6-step guided portal — no password needed.
You get notified instantly when a client submits. Review their documents, update their status, and manage their file — all in one place.
Built specifically for Canadian accounting firms — every feature is designed around how you actually work.
Clients get a unique secure link — no accounts, no passwords, no friction. They just click and complete their onboarding.
Collect ID, tax documents, banking information, and minute book files — all organized by client and category.
Clients who haven't completed their portal get automatic follow-up emails at day 2, day 5, and day 7 — so you don't have to chase.
CRA business numbers, T4s, T1 Generals, Notices of Assessment — the workflow fits how Canadian accountants actually work.
Collect and organize articles of incorporation, bylaws, resolutions, and share certificates directly from clients.
Get notified the moment a client submits their package. Never miss a submission or leave a client waiting for a response.
We handle Federal, Ontario, BC, and Québec incorporations — fully compliant, digitally delivered, and integrated directly into your client's file on Mortacc.
Broader name protection. Operate across all provinces with one incorporation.
Fast provincial filing for businesses operating primarily within Ontario.
BC incorporation with digital document delivery and corporate records setup.
Bilingual support with full Québec compliance and CIDREQ registration.
Included in all Mortacc plans · No extra software needed
All plans include a 3-day free trial. No credit card required to start.
Join Canadian accounting firms already using Mortacc to onboard clients faster, collect documents effortlessly, and stay organized.
Start your free trial today3-day free trial · No credit card required · Cancel anytime