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

Document Storage

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.

Visa Tracking

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

Reporting Tools

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

Outlook Integration

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