Accountant program · Pro
Forty client companies. One dashboard.
Incorporate, track and file annual returns for every company in your practice from one portfolio. Per-company pricing with volume tiers; registry fees at cost, on a separate line.
For CPAs, accounting firms and bookkeepers · [n] active firmsNatarajan CPA Professional CorporationToronto · 40 client companies · since [year]Pro
- saved per month
- [n] h
- missed deadlines since [year]
- 0
- consolidated monthly invoice
- 1
Built for the firm, not one founder at a time.
Multi-company portfolioEvery client company on one screen: jurisdiction, status, next deadline, documents. Sort, filter, export CSV.
Bulk actionsSelect ten, twenty or forty companies and file their annual returns or updates in one go, tracked per file.
Client accessGive each client access to their own company only: read-only or e-signature. Revoke in one click.
Consolidated billingOne monthly invoice for the firm, itemized by company, registry fees on a separate line. Easy to rebill.
Per-company pricingPay only for active companies, at a unit price that drops with volume. No minimum.
And always: registry fees at cost.federal $200, Ontario $300, B.C. $350, Quebec $397. On a separate line of every invoice, per company, rebillable as is.
The Pro dashboard
Portfolio, deadlines, bulk actions and billing on one screen. Each client can get limited access to their own company.
PortfolioSort, filter by jurisdiction and status, export CSV.Deadlines60 / 30 / 7-day calendar for every company.Bulk filingsAnnual returns and updates in one operation.Client accessRead-only or signing, per company, revocable.
Per-company pricing, by volume
You pay monthly per active company in the portfolio. The bigger the portfolio, the lower the unit price. No minimum, no annual commitment.
- Reminders, minute book and tracking included per company
- Pro-rate incorporations: [price] fee + registry fee
- Annual return filing: [price] + registry fee
- Cancel in one click, data exportable
| Active companies | Per company / month | Monthly example | Also included |
|---|---|---|---|
| 1 to 10 companiesSolo practice | [price] | 10 × [price] | Pro dashboard, reminders, minute book |
| 11 to 50 companiesMost common | [price] | 40 × [price] | + bulk actions, client access, CSV import |
| 51 to 200 companiesRegional firm | [price] | 120 × [price] | + unlimited users, accounting exports, priority support |
| 201+ companiesCustom | On quote | — | + API, account manager, SLA |
More than 200 companies? Custom pricing, API integration and a dedicated account manager.Talk to us
« I kept a forty-row spreadsheet for six years so I’d never miss an annual return. The Pro dashboard replaced it in an afternoon. Bulk actions gave me back two days a month, and the consolidated invoice simplified my own books. »
Request a demo
Thirty minutes on video with our partnerships team, on your real portfolio if you like. Reply within [n] business hours, in French or English.
- Import your current portfolio from a CSV
- [n]-day trial on [n] companies, no card
- Encrypted data, Law 25 compliant
Firm questions
Another question? [email protected]
Who is billed: the firm or the end client?
The firm, on one consolidated monthly invoice itemized by company. Rebill clients as you like; registry fees appear on a separate line per company, at cost.
Can I import companies not incorporated with Incorpo.ca?
Yes. CSV import or business number lookup; we pull public registry data and you upload the existing minute book.
Do clients see other companies in the portfolio?
Never. Client access is limited to their company, read-only or with signing rights, revocable anytime.
What if a company leaves my firm?
Transfer it to the client or another firm in two clicks. Billing is prorated the next month.
Is it open to lawyers too?
The Pro dashboard is open to law firms too. The lawyer partnership (review, on-demand work) goes through Become a partner.
Does Incorpo.ca give my clients legal advice?
No. Incorpo.ca is not a law firm and isn’t affiliated with any government. We prepare and file documents; legal and tax decisions remain yours and your clients’.