Pricing that fits your unique business needs

Start your free 14 days trial today — no payments or credit cards required during trial.

Pay As You Go

For the Startup
$ 0 CAD / month
+ $49 setup fee FEES
5% of client billed amount
Large volume storage fees

Read Rules
Frequently Asked Questions

Individual

For the Solopreneur
$ 99 CAD/ month
+ $49 setup fee ANNUAL PLAN
$999 CAD/year
Get 2 Free Licences + $0 setup fee

Team

For the Collaborator
$ 199 CAD/ month
+ $49 setup fee ANNUAL PLAN
$1,999 CAD/year
Get 5 Free Licences + $0 setup fee

Need more prospects?

We run live marketing campaigns to get you prospects, try Prospect Magnet™ today

Need more prospects?

For the Growth Minded
  • We run live marketing campaigns to get you prospects, try Prospect Magnet™ today

CUSTOM WEBSITE DEVELOPMENT

Do you need a custom Immigration Website?

CUSTOM WEBSITE DEVELOPMENT

Do you need a custom Immigration Website?

GST/HST will be charged on Canadian purchases.

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All plans include:

You have access to our very best tools and support regardless of your plan

FEATURES
  • Assessment Web Questionnaire
  • Intake Web Questionnaire
  • Email Questionnaire
  • Alerts and Notifications
  • Agent Referral Tracking
  • Appointment Calendar
  • Analytics Dashboard
  • Client Portal
  • Client Management
  • Email Integration
  • Forms Management
  • Contacts Management
  • Linked Sub-Cases
  • Multilingual Support
  • Tasks Management
  • Tasks Board
  • Workflows
  • Template Management
  • ICCRC Reconciliation
  • Client Messaging
  • Client Billing
  • Credit/Debit Card Processing
  • Client Contacts
  • Client Listing
  • Client Reconciliation Report
  • Document Checklists
  • Documents Tracker
  • Unlimited Storage
  • Express Entry Scorecard
  • Federal Skilled Worker Scorecard
  • Multiple Timezones
  • Notes and Reminders
  • Reminder Notifications
  • Real-time Document Sharing
  • Social Media Integration
  • TymeSync Timesheet Tracking
  • Public Profile & Personal Branding
SUPPORT
  • Live Chat Support
  • Screen Share Assistance
  • 1-on-1 Training
  • Data Migration Assistance
SECURITY & COMPLIANCE
  • 256-bit SSL Secure Connection
  • PCI-DSS Compliance
  • ICCRC Compliance
  • Auto Signout
  • ISO/IEC 27001 Standards
  • Isolated Data Storage
  • Planned and Unplanned Absences
  • Data Retention (6+ years)
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Additional Features

Add features whenever you need them

PAY AS YOU GO
  • FormSync™ Credits
  • Prospect Magnet™
  • SMS Text Messages
INTEGRATIONS
  • Stripe Integration
  • LawPay Integration
  • WhatsApp Connect
  • Dropbox Sync
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Frequently asked questions

Still have questions, connect with us using our live chat, we are happy to assist

How are fees calculated in the Pay As You Go plan?

There are two(2) fee types charged in the Pay-as-You-Go plan, transaction fee and large volume storage fee.

TRANSACTION FEE

We only get paid when you do! Once you have billed client, whether via our payment gateway, direct-deposit, e-transfer etc. you will be charged 5% of the fee charged to client. By selecting this plan, you have opted-in to use our invoicing tool which will allow us to track billing details.

LARGE VOLUME STORAGE FEE

Pay $0 monthly if you have less than 30 unbilled records in your queue.
Once you have over 30 records or 1 batch in the platform that were unbilled, a fee of $39 will be charged and due monthly for each batch of 30 records up to a maximum of 150 records. For large volume accounts of 150 or more records, fees will be reduced to 30% or $19.30 for excess records.
For unbilled records being stored in excess of 6 months, fees will be reduced to $9 per batch of 30 records or part thereof.
Invoices are generated on the 1st of the month and due within 5 days of generation date.
See Examples
Example 1:
29 unbilled records (0 batches of 30)= $0/month
Example 2:
60 unbilled records (2 batches of 30)= $39 x 2 =$78/month first 6 months, then $18 monthly
Example 3:
89 unbilled records (2 batches of 30)= $39 x 2 =$78/month first 6 months, then $18 monthly
Example 4:
119 unbilled records (3 batches of 30)= $39 x 3 =$117/month first 6 months, then $27 monthly
Example 5:
359 unbilled records (11 batches of 30, discounted 50% over 150 records) = $39 x 5 +$19.50x6 =$312/month first 6 months, then $99 monthly

NOTE:
Once you have generated an invoice for client they will no longer be counted as part of the batch of unbilled records.

How does FormSync™ Credits works?

Each client case is assigned 1 FormSync™ credit which allows you to autocomplete all the forms for that case record. If you have 30 FormSync™ credits, you can sync all forms for up to 30 clients. Each month your credits are renewed.

Can I switch plans when I am ready?

Absolutely. Once your team starts to grow, simply upgrade your subscription to match your new team size.

Will my case files be made private from my Agents?

Yes. Agents will only have access to the cases they have been assigned, or cases they have created on their own.

How can I add people to my team?

To add more team members, first ensure your plan has sufficient user licences, if not, simply upgrade your plan then proceed to add team member under the Users section.

How often are Immigration forms updated?

We connect directly with the Government's website to get the latest immigration forms daily.

Where is my data stored?

We are a Canadian Company and store all your records in our Data Centers across Canada.

Do you offer 1-on-1 training?

Sure we do. Schedule a training session with us by going to the Help menu and choose Schedule training.