Mortacc gives Canadian accounting and law firms a single, bilingual platform to manage incorporations, entity records, minute books, and compliance deadlines — so you can unlock accuracy, agility, and control across your entire client portfolio.
Upload incorporation documents and Mortacc AI extracts directors, officers, shareholders, share classes, and key dates — populating entity records in seconds instead of hours.
Trigger multi-step workflows from a single action. Generate a complete minute book, send compliance reminders, and update filing statuses — all initiated with one click.
Mortacc AI continuously cross-checks entity data against source documents, compliance deadlines, and filing statuses — flagging discrepancies before they become problems.
Keep structured records for every incorporated entity — directors, officers, shareholders, share classes, and key corporate dates. Cap tables update automatically as you record transactions.
Select the corporation, choose your documents, pick English or French — Mortacc generates the full set of corporate records as a print-ready PDF or ZIP instantly. No templates to fill, no formatting to fix.
Mortacc auto-generates a compliance calendar for every entity based on its jurisdiction and incorporation date. Email reminders go out automatically at 30, 14, and 7 days before each deadline.
| Capability | Spreadsheets & Email | Mortacc |
|---|---|---|
| Canadian jurisdiction support | Manual research required | ✓ All 4 jurisdictions built-in |
| Bilingual documents (EN/FR) | Separate translation needed | ✓ 15+ document types in both languages |
| Minute book generation | Hours of manual assembly | ✓ Full ZIP/PDF in under 2 minutes |
| Compliance deadline tracking | Calendar reminders, easy to miss | ✓ Auto-generated with email alerts |
| Cap table & ownership tracking | Static spreadsheet, no history | ✓ Dynamic with transaction history |
| Client document collection | Email attachments, no tracking | ✓ Branded portal with auto-reminders |
| Firm team access control | Shared logins, no audit trail | ✓ Role-based with full activity log |
| Cost per entity | Hidden time cost (hours per client) | ✓ Flat monthly — no per-entity fees |
Mortacc supports all four Canadian corporate jurisdictions: Federal (CBCA), Ontario (OBCA), British Columbia (BCA), and Québec (LSAQ). The compliance engine is jurisdiction-aware and auto-generates the right deadlines and forms for each jurisdiction, including Québec-specific requirements like the Enterprise Register declaration (REQ).
Yes — Mortacc is fully bilingual. All 15+ corporate document types can be generated in either English or French. The client portal and onboarding flow also support both languages. This is a core feature, not an afterthought.
Your 14-day free trial gives you full access to all features on the Professional plan. No credit card is required to start. You can add clients, generate documents, and explore the platform risk-free. If you decide to continue, choose a plan that fits your firm size. Cancel anytime.
Yes — Mortacc supports firm team management with role-based access control. Firm owners can invite staff members to collaborate. Each team member gets their own login with permissions scoped to your firm's data. The Professional and Enterprise plans include multi-user access.
Most entity management platforms are built for US LLCs and corporations and cost $500–2,000+/month with per-entity fees. Mortacc is purpose-built for Canadian federal and provincial corporations, includes bilingual EN/FR document generation, understands Canadian compliance requirements, and is priced for Canadian practices — starting at $149/month with no per-entity charges.
Mortacc runs on secure infrastructure with encrypted data at rest and in transit. Each firm's data is strictly isolated — your clients' information is never accessible to other firms. All user actions are logged in a complete audit trail. Payments are processed by Stripe. We comply with Canadian data residency requirements and PIPEDA principles.
Spreadsheets don't send compliance reminders, generate minute books, track cap table changes, or give clients a portal to upload their documents. As your client base grows, the manual overhead grows with it — one missed annual return or a disorganized minute book can create real liability. Mortacc handles the record-keeping, deadline tracking, and document generation automatically so your team can focus on advisory work instead of administrative tasks.