Maintain client corporate records without chasing PDFs.
For accounting and bookkeeping firms serving incorporated clients: keep each client’s registers, share transactions, and resolutions current in their own workspace — and stop reassembling the minute book from email threads every busy season.
We’re onboarding a small group of founding advisor firms
Built around how a firm actually works.
The per-client workspace, scoped access, and audit trail are live in Corpbook today. A dedicated advisor experience — for managing records across your whole book of clients — is what we’re shaping with founding firms now.
A workspace per client
Each client’s company gets its own workspace with its own registers, documents, and history. No more one giant shared drive where everything blurs together.
Scoped access, not shared inboxes
Invite a client, a partner, or a reviewer with access scoped to what they need. When an engagement ends, access ends — without resetting a shared password.
Records ready for diligence
Registers, share transactions, and resolutions are structured and producible on demand, so producing a clean record for a lender, the CRA, or a buyer is a lookup, not a project.
Nothing falls through the cracks
Transparency and ISC obligations, annual confirmations, and register updates are tracked per client — so a missed deadline never becomes your problem at year-end.
Your client owns their records. You keep them in order.
Each client owns their own workspace and data. You work inside it with the access they grant — and every view, edit, and download is logged. It’s a working relationship with a clean boundary, not a shared login and a folder of attachments.
Their records are hosted in Canada and governed by Canadian law, so client data stays within Canadian jurisdiction — not on U.S. infrastructure subject to foreign data-access regimes.
The moments it pays off.
Year-end & T2 prep
Pull the current share register and ownership history in seconds instead of emailing the client for the third time to ask who owns what.
Financing
When a client raises money, the cap table, securities register, and resolutions are already current — so the lender’s checklist doesn’t derail the close.
Diligence requests
An acquirer’s data-room list arrives. The corporate record is structured and producible on demand, so you produce it without a week of reconstruction.
Founding advisor pricing.
We’re working out advisor pricing directly with the first firms on board, and founding advisors lock in those terms. Tell us about your client base and we’ll talk specifics.
Let’s talk about how your firm manages client records.
Tell us how many incorporated clients you serve and how you keep their records today. We’ll show you what Corpbook can take off your plate.