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Mortacc for Accounting Firms

The corporate services platform built for Canadian CPA firms.

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Running a modern accounting practice is complex.
Corporate services work consumes hours of staff time every month — time that could be spent advising clients and growing revenue.
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Manual Annual Maintenance

Hours spent each month updating minute books, tracking deadlines, and preparing annual resolutions for dozens of corporate clients.

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Compliance Deadline Tracking

Spreadsheets and Outlook reminders cannot scale. Missed deadlines mean liability risk and unhappy clients.

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Document Management Chaos

Corporate records scattered across email, shared drives, and filing cabinets — with no single source of truth.

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Revenue Leakage

Billable corporate maintenance work goes unbilled because tracking it across spreadsheets is too time-consuming.

Mortacc automates corporate services.
Every repetitive corporate task — automated. Your team reviews and advises. The platform does the processing.

Automated Annual Packages

One click generates AGM minutes, resolutions, and register updates — saving 40+ hours per staff member each month.

Jurisdiction-Aware Deadlines

Auto-calculated compliance calendar across Federal, Ontario, BC, and Québec — with automated client reminders.

Centralized Corporate Records

Every entity's directors, officers, shareholders, and documents — in one structured platform. No more scattered files.

Revenue Generator Dashboard

Identifies unbilled corporate work automatically — annual maintenance, minute book updates, T2 prep, and more — with dollar amounts.

Purpose-built for accounting firms.
T2 Corporate Tax Automation
AI Tax Planning Engine
Bookkeeping Auto-Pilot
Client Onboarding Portal
Compliance Calendar & Reminders
Revenue Generator Dashboard
What your firm gains.
Save 40+ hours per staff member monthly
Eliminate missed compliance deadlines
Recover $15K+ in unbilled work annually
Scale your practice without hiring

Start Automating Your Accounting Practice

14-day free trial. No credit card required. Pre-loaded with sample data.

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