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All the great features you need to manage your caseload and serve clients efficiently.

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Document Storage

All client documents, all in one place. No more paper storage, filing or boxes.

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Client Web Portal

Embedded client login and best in class web lead capture features.

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Forms & Questionnaires

The most up-to-date and easy-to-use forms and questionnaires.

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Visa Tracking

Quickly see which clients are eligible to file based on the most recent bulletin.

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Reporting Tools

Identify new revenue opportunities, track overdue accounts, real-time data and much more.

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Outlook Integration

With a single click you can upload directly into a Foreign National’s file in Edge.