CanadaConsultPortal.ca Immigration Case Management Software

FREE 14 Day Trial

FREE 14-Day Trial. No Credit Card Required!

Join our community of consultants today and start growing your business!


INDIVIDUAL

$39 CAD per month $49 initial setup fee Ask us about our Annual Plans.
5% off Subscription!
80% off Setup fee!

  • CARD TRANSACTION FEES
  • $10.00 per transaction fee
  • 2.9% + 0.30¢ card processing fee
  • STANDARD FEATURES
  • Assessment Questionnaire
  • Alerts and Notifications
  • Agent Referral Tracking
  • Appointment Calendar
  • Analytics Dashboard
  • Client Portal
  • Client Management
  • Client A/C 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
  • Quick Search Filters
  • Advanced Reports
  • Important Reminder Notification
  • Social Media Integration
  • 100 Free SMS/Text Messages
  • TymeSync Timesheet Tracking
  • Public Profile
  • LICENSES
  • 1 User Licence
  • Unlimited Client Licence
  • Unlimited Storage
  • SECURITY
  • 256-bit SSL secure connection
  • PCI-DSS Compliance
  • ICCRC Compliance
  • ISO/IEC 27001 Standards
  • ISOLATED Data Storage
  • 6+ years Data Retention
  • MANAGEMENT
  • User Management
  • Role Management
  • Calendar Management
  • Case Management
  • PRODUCT SUPPORT
  • Live Online Chat
  • Priority Email Support
  • Live 30 Minute Training
  • START TRIAL

TEAM

$69 CAD per month $49 initial setup fee Ask us about our Annual Plans.
7% off Subscription!
80% off Setup fee!

  • CARD TRANSACTION FEES
  • $5.00 per transaction fee
  • 2.9% + 0.30¢ card processing fee
  • STANDARD FEATURES
  • Everything in Individual Plan +
  • LICENSES
  • 10 User Licence
  • START TRIAL

ENTERPRISE

$199 CAD per month $49 initial setup fee Ask us about our Annual Plans.
10% off Subscription!
80% off Setup fee!

  • CARD TRANSACTION FEES
  • $3.00 per transaction fee
  • 2.9% + 0.30¢ card processing fee
  • STANDARD FEATURES
  • Everything in Team Plan +
  • LICENSES
  • Unlimited User Licence
  • START TRIAL

BONUS FEATURES

  • PAY AS YOU GO
  • Prospect Magnet™
  • SMS/Text Messaging
  • FormSync
  • FREE:
  • Skype Connect
  • ADD-ON:
  • Personal Branding

Frequently Asked Questions


What are the fees to use the solution?
A flat subscription fee is charged monthly based on your selected plan, for example Individual Plan $39/month.
A transaction fee is charged only when you are collecting credit/debit card payments from your clients using our payment gateway.
Here are three (3) reasons to use our payment gateway to accept your consulting fees:
  1. Convenient payment method: Once you invoice your client they can pay right from within their customer portal;
  2. Lower fees: We have enforced a transaction fee limit of $10.00 to ensure you benefit from the lowest fees possible;
  3. Automatic audit trail: Our platform automatically tracks your clients' payments making it easy to do a financial audit and meet compliance requirements;

NB. Please note that the credit card processing fees of 2.9% + $0.30 cents are different than the transaction fees outlined above and are applied separately by the credit card processing company.


Can I bill clients from any region?
You may accept all major debit and credit cards from any of your clients in any country!

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.

How do I start my 14-Day Free Trial?
Once you select a plan your free trial will automatically commence.

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.