Welcome to Your Mortacc Demo! 🎉
This demo is pre-loaded with a complete firm environment — 3 entities at different lifecycle stages, invoices, compliance tasks, bookkeeping, cap tables, and more. Follow the guide below to explore every feature.
1
Dashboard & Command Center
Your central hub for firm-wide metrics. See client health scores, outstanding invoices, compliance deadlines, and quick actions.
Pro tip: Use the search bar to filter clients by name, status, or business type.
View Dashboard →
2
Entity Records & Corporate Profiles
Complete corporate records for each entity: jurisdiction, directors, shareholders, share classes, appointments, registrations, and annual filings.
Pro tip: Click any entity to see its full corporate profile, then explore the Directors, Shareholders, Cap Table, and Appointments tabs.
Browse Entities →
3
Compliance Calendar & Tasks
Auto-generated compliance calendar based on incorporation date and jurisdiction. Tracks annual returns, AGMs, T2 filings, GST/HST, and minute book updates.
Pro tip: Use the calendar view to see deadlines visually. Mark tasks complete to update compliance health scores.
Open Compliance →
4
Minute Books & Document Generation
Build complete minute books with AI-generated documents: directors registers, shareholders registers, resolutions, by-laws, share certificates, and banking packages.
Pro tip: Use the Minute Book Builder for step-by-step guided document generation. Download as ZIP or individual PDFs.
Open Minute Books →
5
Billing & Invoicing
Create invoices, track payments, manage subscriptions, and monitor collections. Stripe integration for online payments.
Pro tip: Invoices can be auto-generated from time entries, subscription plans, or created manually. View the sample paid and overdue invoices.
Open Billing →
6
Cap Tables & Structure Charts
Real-time cap tables showing ownership percentages, share class breakdowns, and transaction history. Interactive D3.js org charts.
Pro tip: Create share transactions (issuance, transfer, cancellation) to automatically update cap tables and shareholder ledgers.
View Structure Charts →
7
Reports & Analytics
Generate cross-entity reports, CSV exports, and firm analytics. Track KPIs, benchmark against industry standards.
Pro tip: Firm Analytics shows revenue trends, compliance rates, collection rates, and billable hours — all benchmarked against similar firms.
Open Reports Center →
8
Next Steps
Ready to use Mortacc for your firm? Sign up for a free trial, import your existing clients via CSV, or explore more advanced features.
Want to explore more? Try the AI Assistant (/ai/), Risk Scanner (/risk/), Workflow Builder (/workflows/), or Incorporation Wizard (/incorporations/new/).
Start Free Trial →
Want to explore more?
Mortacc has 140+ features. Here are a few more to check out: