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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
✓ Built for all four Canadian jurisdictions — fully bilingual EN/FR
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Built for all four Canadian jurisdictions
Federal (CBCA)
Ontario (OBCA)
British Columbia (BCA)
Québec (LSAQ)
Bilingual EN/FR
app.mortacc.com/dashboard
Active Clients
248
↑ 12 this month
Compliance
98%
On track
Deadlines
3
Due this week
T2 ReturnsDone
Annual ReturnsDone
AGM Minutes2 left
Trusted by Canadian Firms
The platform Canadian accountants
rely on every day.
Canadian data hosting. AES-256 encryption. PIPEDA-ready. Enterprise-grade security.
0+
hours saved per staff member every month
All 4
Canadian jurisdictions — Federal, Ontario, BC, Québec
0
Canadian jurisdictions supported
EN/FR
English & French support — fully bilingual
🇨🇦 Federal
CBCA
Ontario
OBCA
British Columbia
BCA
Québec
LSAQ
🇫🇷 Bilingue — English & Français
One Platform
Everything your firm needs.
Nothing it doesn't.
Replaces 10+ disconnected tools. One platform, one database, one workflow. Built for Canadian corporate services.
🏢
Entity Records
Directors, officers, shareholders, cap tables — structured across all 4 Canadian jurisdictions.
📚
Minute Books
15+ bilingual document types. Generate complete minute books and banking packages in one click.
⚖️
Compliance
Jurisdiction-aware deadline engine. Annual returns, AGMs, T2 filings — never miss a date.
📄
Documents
Upload, categorize, preview. Drag-and-drop. Version history. Client-portal ready.
⚙️
Workflow Automation
Auto client chasing. Smart reminders. AI task suggestions. Onboarding autopilot.
📊
Dashboard & Reports
Real-time health scores. Revenue tracking. Staff productivity. All entities at a glance.
Explore All Features →
AI Automation
Your AI employee
never sleeps.
Mortacc automates the repetitive work so you can focus on high-value client relationships.
Live — What Mortacc Did Today
✓
Prepared 3 T2 returns — auto-populated from bookkeeping
2h
✓
Sent 12 client reminders — 60% already responded
4h
✓
Generated 4 annual maintenance packages — one click
6h
✓
Identified 2 tax-saving opportunities — CDA + LCGE
8h
All done automatically. Zero human touch.
💰
Deep T2 Auto-Prepare
Pre-filled from bookkeeping. Accountant reviews, not builds.
🤖
Corporate Change AI
Type a change. Documents generated automatically.
📨
Auto Client Chasing
Zero-touch follow-ups. Escalation built in.
💡
AI Tax Planning
Income splitting, CDA, LCGE — auto-detected.
📅
Annual Maintenance
AGM minutes, resolutions, registers — one click per entity.
🌅
Morning Briefing
Everything needing attention today. One screen.
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
Complete entity profiles — directors, officers, shareholders, addresses, key dates.
📚
Minute Books & Entity Tracking
15+ bilingual document types. Generate annual meeting minutes, resolutions, registers.
⚖️
Compliance Monitoring
Jurisdiction-aware deadline engine. Never miss an annual return or AGM requirement.
📅
Annual Maintenance Tracking
Automated packages — AGM minutes, resolutions, register updates in one click.
🇨🇦
Federal, Ontario, BC & Québec
Full coverage across CBCA, OBCA, BCA, and LSAQ. Purpose-built for Canadian law.
🔤
Bilingual English & French
Every document, interface, and workflow in both official languages.
🤖
AI-Powered Assistant
Type a corporate change — AI generates resolutions, forms, and filings automatically.
🌐
Client Portal & Workflow
Branded portal for document collection. Automated onboarding and reminders.
🎓
Corporate Services Expertise
Built by professionals. Migration support, guided onboarding, ongoing help.
Pricing
Simple, transparent pricing.
Start free, upgrade when you grow.
Monthly Annual Save 17%
Starter
$299/mo
For sole practitioners and small firms getting started with AI-powered automation.
  • Up to 100 clients
  • Annual Maintenance
  • Compliance Tracking
  • Client Onboarding
  • Corporate Records
  • Basic AI tools
Start Free Trial
Most Popular
Growth
$799/mo
For growing accounting and law firms managing multiple corporate clients.
  • Up to 500 clients
  • Everything in Starter
  • AI Tax Suite
  • Accountant Copilot
  • Workflow Automation
  • Revenue Generator
  • Advanced Reporting
Start Free Trial
Professional
$1,499/mo
For larger firms with complex multi-jurisdiction needs and advanced automation.
  • Unlimited clients
  • Everything in Growth
  • Full AI Automation Suite
  • Advanced Tax Planning
  • Trust & Holding Structures
  • Priority Support
  • White Label Options
Start Free Trial
Enterprise
$2,500/mo
For multi-office firms with unlimited entities and custom requirements.
  • Unlimited clients
  • Everything in Professional
  • SSO / SAML
  • Custom integrations
  • Data migration service
  • SLA guarantee
  • 24/7 dedicated support
Contact Us
Testimonials
What accountants say.
“
Mortacc reduced our annual maintenance workload by over 80%. What used to take weeks now happens in days. The AI catches things we would have missed.
JM
James Mitchell, CPA
Managing Partner, Midtown Accounting, Toronto
“
Client onboarding now takes minutes instead of days. The automated document collection saves us 15+ hours a week. Our clients love the portal.
SL
Sophie Laroche, CPA
Senior Tax Manager, Gestion Conseils, Montréal
Case Studies
Real results from
Canadian firms.
Case Study 1
Small CPA Firm — 2 partners, 80 clients, Ontario
Before
Manual Excel + Outlook. 25+ hrs/month on maintenance.
After
40 hrs saved monthly. Zero missed deadlines.
40h
Saved/Mo
100%
Compliance
3mo
Adoption
Case Study 2
Corporate Services — 5 staff, 200 entities
Before
45 min/file. 5 different tools.
After
5 min/file. 85 files/year. $21k saved.
9×
Faster
85
Files/Yr
$21k
Saved
FAQ
Common questions from
Canadian firms.
Can I switch plans later? +
Yes. Upgrade or downgrade anytime. Upgrades are prorated. Downgrades apply at your next billing cycle.
What counts as a client? +
Each corporate entity with its own profile counts. Directors, shareholders, and documents are unlimited on all plans.
Is there a free trial? +
Yes — 14 days, no credit card required. Fully functional account pre-loaded with sample data.
Where is my data stored? +
All data in Canadian data centers (Toronto). PIPEDA-compliant. Enterprise-grade security. Daily backups.
Can you migrate data from my current system? +
Yes — structured migration toolkits for Corporatek, EnAct, ALF, and spreadsheets. Enterprise plans include a dedicated specialist.

Ready to organize your firm?

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

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