Everything you need. All in one place.
Try it free for 7 days. Switch plans anytime.
Essentials
For the startup firm
$99
$83
CAD per month (billed Monthly )or $990 Annually
1 license included
$39 per additional license per month
50GB secure cloud storage
Populate IRCC forms, and generate retainers with ease
Quick templates to construct client emails, chats or letters
Generate reconciliation reports and client account listings to remain compliant with CICC or Law Society
Everything in Lite plus:
Core
For the professional
$149
$125
CAD per month (billed Monthly )or $1,490 Annually
1 license included
$39 per additional license per month
100GB secure cloud storage
Automatically follow up clients
Build Custom Questionnaires **
Additional security using our multi-factor authentication
Use bulk features to help save time
Conduct PNP assessments **Coming soon
- ** included in annual membership
Everything in Essentials plus:
Advanced
For mid-sized and large firms
$199
$165
CAD per month (billed Monthly )or $1,990 Annually
1 license included
$39 per additional license per month
350GB secure cloud storage
Integrate with 3rd-party platforms such as Zapier, Calendly, Dropbox and Google Drive and fully automate your firm
E-Signatures
Add corporate clients and manage their LMIA and talent relocation needs
Send personalized emails to multiple clients at once
Live internal chat to message your team members Coming soon
Everything in Core plus:
Compare features list
Subscription | Essentials | Core | Advanced |
Annual Subscription
Save by paying annually |
$990 / year Save $198 |
$1,490 / year Save $298 |
$1,990 / year Save $398 |
Monthly Subscription | $99 / month | $149 / month | $199 / month |
30 Days Money Back Guarantee Try risk-free for 30 days. If it's not right for you, get a full refund on your subscription |
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Secure Cloud Storage Data stored within Canada |
50GB | 100GB | 350GB |
Client Portal
Secure online portal for your clientsLearn more |
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400+ Forms, Federal, Provincial, Quebec, Citizenship, Service Canada, Refugee English and Français supported |
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Autocomplete Immigration Forms (Includes barcoded forms) |
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IRCC Processing Time Tracker Track application processing times to better manage client expectations. |
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Advanced Billing Invoicing, Time & Expense Billing, Hourly & Flat Fee Billing, Payment Plans, Trust Accounting, Receipts, Multi-currency |
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Accept credit card payments | |||
Website Embed Questionnaires | |||
Express Entry Assessment | |||
PNP Assessments Coming soon | (Flexible Add-On) | (Annual Plan Only) | |
Corporate Cases | (Flexible Add-On) | (Flexible Add-On) | |
Questionnaire Builder | (Flexible Add-On) | (Annual Plan Only) | |
Documents Management | |||
Email, Chat Message, SMS | |||
International SMS credits | 25 included free | 50 included free | 100 included free |
Calendars | |||
Online appointment booking
Enable prospective clients to book—and pay—for consultations using CaseEasy's online appointment booking tool |
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Case Notes | |||
Retainer and Letter Automation | |||
Activity Tracker and Time Trackers | |||
Workflows and Automated Tasks | |||
Custom Case Types | |||
Custom document templates | |||
Communication Templates Compose your messages using templates with one-click |
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Affiliate Tracking Links | |||
Personal Branding | |||
Reporting: Invoices, Trust A/C Reconciliation, Client Listing | |||
Data Import/Export |
Key Performance Indicator Report | |||
Automatic Follow-Up Emails
Automatically send reminders to clients about outstanding items such as agreements, invoices, documents, questionnaires, and forms. |
(Flexible Add-On) | ||
Live internal chat Coming soon
Communicate with your team members in real-time |
(Flexible Add-On) | (Flexible Add-On) | |
PDF Merger and Compression
Combine multiple files, including PDFs and images, into a single PDF effortlessly. Your files are automatically compressed to reduce file sizes. |
(Flexible Add-On) | ||
Mass Emails
Send personalized emails to multiple clients at once |
(Flexible Add-On) | (Flexible Add-On) | |
Bulk Actions
Do actions in bulk to help save you time
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(Flexible Add-On) | ||
Latest Form Version Sync | |||
Auto Task Sorting | |||
Auto Document Sorting | |||
Autofile Client Emails | |||
Email Validations |
256-bit SSL encryption | |||
Daily and Incremental Backups | |||
Isolated Database Instance | |||
Canadian Jurisdiction | |||
Multi-factor authentication | (Flexible Add-On) | ||
IP Based Restriction | (Flexible Add-On) | (Flexible Add-On) |
QuickBooks | (Flexible Add-On) | (Flexible Add-On) | |
Zapier | (Flexible Add-On) | (Flexible Add-On) | |
Calendly (Appointment Scheduling) |
(Flexible Add-On) | (Annual Plan Only) | |
WhatsApp, Telegram | |||
Dropbox & Google Drive Backups
Automatically backup your client data via your Dropbox or Google Drive account. |
(Flexible Add-On) | ||
Microsoft OneDrive Coming soon
Automatically backup your client data via your Microsoft OneDrive account. |
(Flexible Add-On) | ||
Email Integrations Office 365, G-Suite, GoDaddy, Zoho, Bluehost and more |
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Payment Gateway: Stripe, LawPay (Accept client credit card payments) |
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CaseEasy Sign
(e-Sign documents and forms)Learn more |
(Flexible Add-On)
$39.99/month |
(Flexible Add-On)
$39.99/month |
Email Support | 1-3 business days | 3-7 hrs | 0-3hrs |
Help Center | |||
Live Chat | |||
Phone Support |
Essentials
$99
$83
CAD per month (billed Monthly )Core
$149
$125
CAD per month (billed Monthly )Advanced
$199
$165
CAD per month (billed Monthly )OUR CLIENTS
#1 choice for Canadian Immigration Practitioners
All plans includes
World-class tools and customer service at your fingertips
Support
Live Chat Support | |
Email Support | |
Screen Share Assistance | |
Technical Support |
Security & Compliance
256-bit SSL Secure Connection | |
99.99% Uptime Guarantee SLA | |
PCI-DSS Compliance | |
ICCRC/CICC Compliance | |
Auto Signout | |
ISO/IEC 27001 Standards | |
PIPEDA Compliance | |
Isolated Data storage | |
Planned and Unplanned Absences | |
Data Retention (6+ years) |
Frequently asked questions
Still have questions? Connect with us using our live chat, we are happy to assist
Flexible Add-Ons allows you to purchase additional features not included in your plan. Flexible Add-Ons starts as low as $9.99/month. Not all Flexible Add-Ons are created equal, some may cost a bit more, so let us know which feature(s) you are interested in and we'll give you a quote.
We connect directly with the Government's website to get the latest immigration forms daily.
We are a Canadian Company and store all your records in our Data Centers across Canada.
Yes. We can migrate all your existing client data into our platform, ask us about our migration services for details.
Absolutely. Once your team starts to grow, simply upgrade your subscription to match your new team size.
Yes. Agents will only have access to the cases they have been assigned, or cases they have created on their own.
To add more team members, first ensure your plan has sufficient user licenses. If not, simply upgrade your plan then proceed to add team member under the Users section.
We are backed by Microsoft Azure and guarantee 99.99% uptime as per Microsoft’s SLAs, Read more about Microsoft Azure’s SLA.
All our plans are backed by our 30 days’ money back guarantee. Our 12-months plan automatically renews your subscription to the CaseEasy 360 at the end of your term.
To discontinue the service at the end of the ongoing subscription period, contact us any time 60 days prior to the renewal date.
There are no refunds after your first 30 days on any of our plans.
Sure, you may export all your records at any time in an Excel file and download all your files in a Zip folder making it easy for you to access your records offline.
Have an inquiry or need a quote?
Drop us a line or two