All the great features you need to manage your caseload and serve clients efficiently.
All client documents, all in one place. No more paper storage, filing or boxes.
Client Web Portal
Embedded client login and best in class web lead capture features.
Forms & Questionnaires
The most up-to-date and easy-to-use forms and questionnaires.
Quickly see which clients are eligible to file based on the most recent bulletin.
Identify new revenue opportunities, track overdue accounts, real-time data and much more.
With a single click you can upload directly into a Foreign National’s file in Edge.