One screen that replaces 2 hours of morning triage. Shows T1s ready, T2s ready, overdue tasks, escalated chases, urgent deadlines, tax opportunities, and estimated work hours.
Daily briefing replacing morning triage
T1s ready for review with completion %
T2s ready to file with deadlines
+3 more
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Open any client file and see everything at once — corporate health score, T2 status, T1 completion, anomalies, missing deductions, deadlines, minute book health, and recommended actions. 3-minute review.
One-page client summary
Corporate health grade A+ through F
Expense anomaly detection year-over-year
+3 more
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One-click T2 preparation pulling data from invoices, bookkeeping, prior year, and corporate structure. Completeness scoring 0-95%. Auto-created when fiscal year ends. Accountant reviews instead of building from scratch.
Auto-fill from 5 data sources
Revenue from paid invoices within fiscal year
Prior-year carry-forward of 20+ fields
+3 more
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Type a corporate change in plain English. Mortacc identifies what happened, asks follow-up questions, and auto-generates all required documents — resolutions, registers, filings. No forms, no manual lookups.
Natural language corporate changes
7 change types auto-identified
Director changes, share changes, dividends, address changes
+2 more
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One form creates: client record, engagement letter (e-sign ready), KYC/UBO forms, portal link, corporate intake, tax organizer, bookkeeping setup, payroll package — with invoice.
Client record creation
Engagement letter (e-sign ready)
KYC/UBO forms
+3 more
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One-click annual package: AGM minutes, annual return data, updated registers, T2 prep checklist, GST/HST reminders, and invoice — hours of work in one click.
Auto-generated AGM minutes & resolutions
Pre-filled annual return data
Updated director/shareholder/officer registers
+3 more
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Token-based secure client questionnaire. Smart conditional questions, 22 document types, auto risk flags, AI accountant summary, bilingual EN/FR, one-click export.
Secure client-facing questionnaire (no login)
Smart conditional questions — 3 sections
22 document types with Missing/Uploaded/N.A. status
+3 more
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Combine T1 Organizer + AI Slip Reader. Upload slips → estimated refund, missing docs, tax opportunities, accountant review notes. One click from client uploads to review-ready T1.
Estimated refund/owing calculation
Federal + Ontario 2025 tax brackets
Missing documents prioritization
+2 more
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Upload any tax PDF — auto-identifies T4, T5, T3, RRSP, T2202, medical, donations. Extracts key numbers. Compares expenses year-over-year and flags anomalies.
Auto-identify 9 document types from text
Extract monetary amounts automatically
Expense anomaly detection — 8 categories
+3 more
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Client uploads a CRA letter. AI identifies the type (GST audit, T2 review, balance owing, etc.), explains what it means, creates tasks, and suggests responses.
6 CRA letter types auto-identified
GST audit, T2 review, payroll, balance owing, info request, NOA
Explains what each letter means in plain language
+3 more
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Monthly bank reconciliation, income statements, GL, GST/HST, AR/AP aging. Year-end: adjusting entries, fixed asset schedules, shareholder loan reconciliation, T2 prep handoff.
Monthly bank reconciliation
Income statement & general ledger
GST/HST ITC reporting
+3 more
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T2 with all schedules, GST/HST data organizer, T4/T5 payroll filings, and advanced tax planning: income splitting, SBD optimization, estate freeze, LCGE.
T2 Corporate Tax with S1, S50, S8, CCA, SBD
GST/HST data organizer and Quick Method
T4/T5 payroll filings
+3 more
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CRA review letter response, document checklist, contact log. Full audit prep: checklist, representation letter (RC59), revenue reconciliation, expense substantiation, issues tracker.
CRA review letter response
Document checklist & contact log
Full audit preparation checklist
+3 more
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Upload document, add unlimited signers, sequential or parallel order, send. Each signer gets a unique link. Full audit trail with IP/timestamps. Legally binding under PIPEDA.
Multi-signer e-signature envelopes
Sequential or parallel signing order
Unique secure signing links
+3 more
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Build automated workflows — triggers and actions that run when events happen, like new client onboarding or compliance deadline reminders.
Creating a new workflow with triggers
Adding steps: emails, tasks, document generation
Built-in workflow templates
+2 more
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Enter company name, jurisdiction, directors, shareholders. Generates complete 12-doc package with client created automatically.
Articles of Incorporation
By-Law No. 1
Organizational resolutions
+3 more
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Every entity gets a 0-100 health score across 10 dimensions. Grades A+ through F. See 'These 43 corporations require attention' instead of finding problems manually.
10-dimension health scoring per entity
A+ through F grading with color coding
Annual returns, minute books, directors, compliance
+3 more
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Tracks all deadlines per jurisdiction: Federal (CBCA), Ontario (OBCA), BC (BCA), Québec (LSAQ). Annual returns, director changes, AGMs, declarations. Fees, penalties, urgency levels.
4 jurisdictions: Federal, Ontario, BC, Québec
Annual returns, director changes, AGM, declarations
Fees and penalties per filing type
+3 more
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12-point scan of every minute book. Checks registers, resolutions, consents, certificates, by-laws. A-F grade with remediation plan per missing item. One-click generate what's missing.
12-point minute book scan
Registers: directors, shareholders, officers, securities
Resolutions: annual, banking, director changes
+3 more
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Master the compliance dashboard — auto-generated tasks, calendar view, status updates, reminders, and iCal feed export.
How compliance tasks are auto-generated
Calendar, timeline, and table views
Marking tasks complete, overdue, or waived
+3 more
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Learn how to manage corporate entities — create, view, and edit directors, shareholders, share classes, and key corporate dates.
Creating a new entity profile
Adding directors with appointment/resignation dates
Managing shareholders and share classes
+2 more
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Build complete minute books — generate 15+ PDF document types, use the minute book builder, and download as ZIP or individual files.
Minute Book Builder: step-by-step guided workflow
Generating Directors & Shareholders Registers
Creating by-laws, resolutions, and banking docs
+3 more
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Manage share transactions, view real-time cap tables with ownership percentages, and generate interactive D3.js structure charts.
Recording share issuances, transfers, cancellations
Viewing cap table with ownership breakdown
Creating share classes with voting rights
+2 more
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Maintain a firm-wide KYC database — track identity verification, citizenship, residency, and link people to multiple entities.
Adding people to the KYC registry
Tracking KYC verification status
ID types and verification dates
+2 more
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Send secure onboarding links to clients, track document uploads, review submissions, and automate follow-up reminders.
Generating and sending onboarding tokens
Client view: uploading ID, tax, and banking docs
Reviewing and approving client documents
+2 more
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Shows potential billable revenue from pending work. Annual maintenance, minute book cleanup, tax planning, corporate updates — with dollar amounts. Partners see exactly what revenue is sitting in their client …
7 revenue opportunity categories
Dollar amounts per opportunity
Annual maintenance, minute books, tax planning
+2 more
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Auto-process incoming client emails. Finds the client, classifies the email (documents, CRA notice, signature, inquiry), saves attachments, updates checklists, creates tasks. No manual email triage.
8 email categories auto-detected
Auto-find client by email or name
Save attachments to document manager
+2 more
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Track GST, payroll, corporate tax, and QST balances across all entities. Filing status, installment monitoring, and balance estimates from T2/bookkeeping data. Ready for API integration.
4 account types: GST, Payroll, Corp Tax, QST
Balance tracking and filing status
Installment requirement detection
+2 more
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Tour the main dashboard — stat cards, client health scores, quick actions, search & filter, bulk operations, and the command center for firm-wide oversight.
Client health scoring explained
Search & filter clients by status/type
Bulk actions: send reminders, update statuses
+2 more
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Handle all billing — create and send invoices, track payments via Stripe, manage entity subscriptions, and monitor collections.
Creating one-time and recurring invoices
Stripe payment integration for online payments
Tracking paid, sent, and overdue invoices
+3 more
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Generate cross-entity reports, export data to CSV (UTF-8 BOM for Excel), and view firm analytics with benchmarks.
Running cross-entity compliance reports
CSV exports: clients, compliance, invoices
Firm analytics: revenue trends, collection rates
+2 more
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Configure your firm — invite staff, set roles and permissions, manage billing, branding, and white-label portal settings.
Inviting staff members via email
Setting up RBAC roles and permissions
Managing subscription plan and billing
+2 more
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Ask any question about Canadian corporate procedures. Built-in knowledge base covers federal, Ontario, BC, and Quebec filings, T2 deadlines, GST/HST, dividends, shareholder loans, and more.
8 Canadian corporate procedure topics
BC, Ontario, Federal, Quebec filings
T2 deadlines and GST/HST rules
+2 more
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Use Claude AI to extract data from uploaded documents, generate corporate documents, and get answers to Canadian corporate law questions.
Uploading documents for AI data extraction
Auto-populating directors, shareholders from PDFs
AI document generation: articles, agreements
+2 more
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Enhanced relationship maps showing Family Trust → Holdco → Opco chains. Detects associated corporations, UBO thresholds (>25%), and LCGE planning opportunities.
Ownership chain visualization
Associated corporation detection
UBO threshold analysis (>25%)
+2 more
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Visual tree showing how entities are connected through shared shareholders. Parent-subsidiary structure inference. See Holding Company → Opco A → Opco B at a glance.
Visual entity relationship tree
Shared shareholder detection
Parent/subsidiary inference
+3 more
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Zero-touch document follow-up. Auto-generates request lists, sends reminders at escalating intervals (days 1,3,7,10,14), escalates to accountant after threshold. Accountant does nothing.
Auto-generate request lists from missing items
Escalating reminders: days 1→3→7→10→14
Auto-escalate to accountant after 14 days
+2 more
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Detects 7 tax-saving opportunities automatically: income splitting, CDA, LCGE eligibility, salary vs dividend, SBD optimization, loss carry-back, estate freeze indicators. Each with estimated savings and concrete actions.
7 opportunity types auto-detected
Income splitting — salary vs dividend
Capital Dividend Account (CDA) detection
+4 more
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Behavioral risk scoring per client: late uploads, overdue tasks, payment history, bookkeeping gaps, CRA rejection history. High/Medium/Low with risk bar. Helps firms prioritize work and identify problem clients early.
Behavioral risk scoring per client
Late document upload tracking
Overdue compliance task history
+3 more
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