Company Performance Metrics
Mortacc provides a cloud-based practice management platform and corporate compliance services for Canadian accounting firms. The platform supports secure, token-based client onboarding portals that guide clients through data entry and document upload without passwords. It centralizes client information, document collection, status tracking, and
practice workflows in a single environment tailored to Canadian tax and corporate requirements. Mortacc also offers administrative corporate services, including incorporation filings across Federal, Ontario, British Columbia, and Québec jurisdictions, preparation of organizational documents, and digital minute book setup or updates. Its tools are designed for accountants who manage client intake, engagement tracking, corporate records, and annual compliance tasks. The system offers automated notifications, email reminders, and bilingual English and French workflows for use across Canadian practices. Mortacc focuses on standardizing and organizing corporate compliance and practice administration within accounting firms.
