CanadaConsultPortal.ca Immigration Case Management Software

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FREE 14-Day Trial. No Credit Card Required.
If you value exceptional customer support and want to automate your Immigration Practice, then give us a try.
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INDIVIDUAL

$79 CAD per month $99 initial setup fee ANNUAL PLAN
$74/month (billed annually)
$50.00 off initial setup fee
FREE Personal Branding
You Save: $120

  • INCLUDED
  • 1 User Licence
  • Unlimited Client Licences
  • Unlimited Storage
  • PUA Planning
  • Free Live Training
  • Free Future Upgrades
  • Multilingual Support
  • START TRIAL

TEAM

$159 CAD per month $99 initial setup fee ANNUAL PLAN
$144/month (billed annually)
$50.00 off initial setup fee
FREE Personal Branding
You Save: $240

  • INCLUDED
  • 5 User Licences
  • Unlimited Client Licences
  • Unlimited Storage
  • PUA Planning
  • Data Migration Assistance
  • Free Live Training
  • Free Future Upgrades
  • Multilingual Support
  • START TRIAL

ENTERPRISE

$299 CAD per month $99 initial setup fee ANNUAL PLAN
$255/month (billed annually)
$50.00 off initial setup fee
FREE Personal Branding
You Save: $588

  • INCLUDED
  • 10 User Licences
  • Unlimited Client Licences
  • Unlimited Storage
  • PUA Planning
  • Personal Branding
  • Data Migration Assistance
  • Free Live Training
  • Free Future Upgrades
  • Multilingual Support
  • START TRIAL

ADDITIONAL FEATURES

  • PAY AS YOU GO
  • Prospect Magnet™
  • Additional Licences
  • Intl. SMS/Text Messaging
  • INCLUDED
  • Skype Connect
  • WhatsApp Connect
  • ADD-ON
  • FormSync™
  • Personal Branding

FEATURES INCLUDED IN ALL PLANS:

  • 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
  • Multilingual Support
  • Tasks Management
  • Template Management
  • ICCRC Reconciliation
  • Client Messaging
  • Client Billing
  • Credit/Debit Card Processing
  • Client Contacts
  • Client Listing
  • Client Reconciliation Report
  • Document Checklists
  • Express Entry Scorecard
  • Multiple Timezones
  • Notes and Reminders
  • Advanced Reports
  • Reminder Notifications
  • Social Media Integration
  • TymeSync Timesheet Tracking
  • Public Profile
  • 256-bit SSL secure connection
  • PCI-DSS Compliance
  • ICCRC Compliance
  • Auto Inactivity Signout
  • ISO/IEC 27001 Standards
  • ISOLATED Data Storage
  • 6+ years Data Retention
  • Unlimited Client Licences
  • Unlimited Storage
  • Data Migration Assistance
  • Real-time Document Sharing
  • 100 Free International SMS/Text Messages
  • SMS/Text Message Reminders
  • Mobile Version (Client Portal)
  • Temporary Residence Forms
  • Permanent Residence Forms
  • Refugees and Asylum Forms
  • Citizenship Forms
  • Built-in NOC Code Search
  • Client Search Filters
  • Live Online Chat
  • Priority Email Support
  • Free future upgrades
  • Live Training

ADDITIONAL FEATURES:

  • Skype Connect
  • WhatsApp Connect
  • FormSync™
  • Prospect Magnet™
  • SMS Text Messages
  • Personal Branding

COMMON QUESTIONS & ANSWERS

There are other programs available. Why should I choose you?
Our platform was built for the Canadian Immigration Consultant. This means you get a tailored user experience according to ICCRC guidelines and Canadian Immigration Laws. We work with practitioners just like you to build features we know you will like and actually use.
Our feature-rich platform continues to grow as we get feedback from the Consultant Community, which means you will continue to get great features that will help you truly automate and grow your business.

Are there any fees to use LawPay or Stripe to receive payments from my clients?
Yes. Each payment provider charges a nominal fee to offer their services, e.g. Stripe 2.9%+ 30 cents per transaction. Visit LawPay and Stripe to get more details on their respective fees.

Do you offer Forms Integration?
Yes. Our forms management tool called FormSync helps you manage your Immigraton Forms. Forms available for auto completion are automatically populated with the client's information using FormSync.

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.
Can I collaborate on case files?
Sure you can. Your clients' case files can be accessed by yourself and an assigned Agent at the same time.

Will my case files be made private from my Agents?
Yes. Your case files can only be accessed and viewed by you. Agents will only have access to cases that were assigned to them.

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.

How often are Immigration Forms updated?
Weekly. We have automated how our forms are updated and sync directly with the Government website to ensure we have the latest forms.

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.

What's covered in free future upgrades?
Once we make upgrades to existing features, we will ensure your chosen plan has access to those features at no additional cost. Feature upgrades will result in you getting access to the latest tools to help you grow your business. We announce feature upgrades frequently, so stay tuned.

Do you offer 1-on-1 training?
We sure do. Once you have signed up, simply go to the Help section and schedule your training there, be sure to read through our online help articles as well to get familiar with the features.

Are you a CAPIC Member ?
If yes, tell us and get a special discount

Have you recently graduated from the ICCRC program?
If yes, tell us and get a special discount