By role › For accountants

For accountants: audit-ready corporate records, not a Dropbox folder.

How accounting firms modernize corporate record management for their corporate clients. Year-end ready, audit-ready, deliverable-ready.

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At a glance
  • Auditors don't want a Dropbox folder. They want a structured minute book they can verify.
  • Most year-end pain at accounting firms is corporate-record pain in disguise.
  • Octelligence Portfolio Licensing is the same product law firms use. Same workspace, same templates.
Why this hub exists

Where accounting firms run into corporate records

Accounting firms don't draft resolutions, but they live with the consequences when nobody else did. Missing share issuances. Cap tables that don't tie to the share register. Year-end financials that reference share classes nobody can produce documentation for. Audit fieldwork extended because the client can't find their bylaws.

The accounting firms moving fastest on this are the ones standing up a corporate-records workspace alongside the engagement file. Not to do the lawyer's job, but to hold the client's records in a structure that ties to the books.

This hub is the path for accountants who want to stop chasing minute books at year end.

Featured
Accountant Year-End Corporate Records Checklist

A 25-item checklist for getting a client corporation's records ready for year-end, audit, or compilation. Tied to the items that actually show up on engagement letters.

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Start here

Start here

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How accounting firms can modernize corporate record management

The piece that anchors this hub. Why corporate records matter to accountants, and what 'modern' actually looks like.

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What auditors actually look for in corporate records

The audit checklist mapped to the minute book. Useful in both directions: you preparing the file, and you auditing someone else's.

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The cost of missed corporate filings

Why a missed annual return is rarely just a missed annual return. Bank account freezes, banking-renewal delays, audit qualifications.

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Year-end and audit prep

Year-end and audit prep

Tool
Corporate Records Health Check

Score a client's records against what audit and diligence ask for. Free, takes 5 minutes.

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Tool
Annual Filing Lookup

Deadlines, fees, and statutes by jurisdiction. Confirm the corporate calendar before locking in the engagement schedule.

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5 Common Errors in Corporate Records

The errors that come up over and over at audit. With the fix.

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Tool
Share certificate template

Clean template if you're documenting a historical issuance for a client's audit file.

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Connecting records to the books

Connecting records to the books

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What is a corporate minute book?

Plain-language refresher. Useful to share with bookkeepers and junior staff.

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Corporate Records or Minute Book? (US/Canada terminology)

If you work across the border. Same documents, different names, different statutes.

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From paper to verifiable ownership

QR-verified certificates. Why audit teams have started asking for verification, not just copies.

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Octelligence for accounting firms

Octelligence for accounting firms

Product
For Law Firms & Accountants

Same workspace, same templates as law firms use. Branded verification, role-based access.

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Pricing
Portfolio Licensing pricing

Foundation, Professional, Institution. Published tiers, sized for 25 to 500+ client corporations.

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Product
Cap Table & Equity

For clients where you're also asked about cap-table-to-financials reconciliation.

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New, free, no signup

Accountant Year-End Corporate Records Checklist

A 25-item checklist for getting a client corporation's records ready for year-end, audit, or compilation. Tied to the items that actually show up on engagement letters.

Open the checklist
Common questions

Frequently asked

Because the records affect the books. Share issuances that aren't documented show up as unexplained equity. Missed annual returns delay bank-account renewals and complicate audit. The accounting firms running clean year-ends are the ones holding their clients' records in a structured workspace, not chasing them every spring.

No. The lawyer still drafts resolutions and gives legal advice. The accounting firm holds a structured copy of what's been done, so the audit file ties to the corporate record. Many firms run Octelligence alongside the client's lawyer, with the lawyer invited into the workspace.

Yes. The share register, director list, and officer list export cleanly to CSV/PDF for inclusion in the engagement file or audit workpapers. The audit log exports the same way.

Octelligence supports 35 jurisdictions: 23 US states (Delaware DGCL, plus California, New York, Texas, and 19 others), federal CBCA, every Canadian province, and the UK. A single client corporation in one jurisdiction is straightforward. A client with subsidiaries across multiple US states or cross-border is the case Portfolio Licensing is built for.

A DMS holds files. Octelligence holds the underlying record: who the directors are, who the shareholders are, what was issued when, with the audit log of every change. Files attach to those records. A DMS doesn't know your client's share register is out of date.
For accountants
Portfolio Licensing for accounting firms.

Same platform law firms use. Branded verification, structured records, audit-ready.

View Portfolio Licensing Talk to us