Does the software assess clients for Express Entry?
Yes. Our Express Entry Scorecard
will automatically calculate the prospect's Express Entry points upon completion of the assessment questionnaire.
Do you offer Forms Integration?
Yes. Our beta-version forms management tool called FormSync
Forms available for auto completion are automatically populated with the client's information using FormSync.
We have integrated the following forms: Temporary Resident, Permanent Residence and Refugees and Asylum
. Other forms will be released as time progresses.
Can I add notes to my client's case file?
Sure you can. You can add notes and set reminders right from the client's profile page.
How can I schedule my FREE 30 minute training session?
Simply choose from our available times here to book your training session
The 30 minute session allows you to ask any questions you may have and we will go through some key features that will get you up to speed faster.
Please ensure to watch our demo video
prior to your session and have all your questions ready ahead of time so we utilize the session effectively.
Can I visit your office location?
While we would love to meet you in person, we currently operate solely online and are unable to facilitate walk-in clients.
There are other programs available. Why should I choose you?
If you like simplicity and automation, then you are at the right place. We work with practitioners just like you to build features we know you will like. If you try it and it doesn’t meet your expectations, then you can always go back to the way you’ve been doing things before.