Client File Management Software for the modern-day RCIC

Since June 2017, CaseEasy.ca has been providing Canadian Immigration Practitioners with a secure all-in-one cloud solution to simplify the complexities in managing client files and being ICCRC compliant.


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Immigration case management, made easy!

Our software helps you grow and automate your immigration business.
Watch these short demo videos to see how

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Client File Management
Manage your clients using our easy to use Client File Management features.
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Immigration Forms Automation
Access the latest immigration forms and populate them with ease.
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Billing & Invoicing
Collect payments faster with our built-in credit card payments processing.
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Documents Management
Manage all your clients documents in one place and add notes and feedback for them.
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Retainer & Letter Automation
Create your templates once, then have them automated for all clients.
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Client Portal
Your clients can access their invoices, make payments, submit documents and more using any mobile device.
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Assessment/Intake Questionnaires
Use our advanced assessment and intake questionnaire to collect the right information needed from your clients.
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Client/Trust Account Reconciliation
Reconcile your Client Accounts with a few clicks using our advanced reconciliation module.
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Appointment Booking
Schedule appointments with ease using our built-in calendaring system.
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Embed-enabled Assessments
Embed our assessment questionnaire into your website to provide your clients with a seamless experience.
See Sample Embedded Website
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Canada's Premier Immigration Software

Hear what our clients have to say

I tried numerous software before finding CaseEasy.ca and I was so thrilled once I found it. It is exactly what I was looking for and felt like I had designed it myself. The customer service is amazing. Any ideas or suggestions I have are responded to and implemented quickly. It is user friendly and provides a great portal for the client to be able to track their application.

Deanne Acres-Lans

Managing Director at Canada Abroad

The service is easy to use and helps me to automate almost every area of my practice. It is a great tool to assist with keeping track of my agents, employees, clients and everyone associated with my firm all in one place. It also helps with reporting, managing client accounts as well.

Jodi McDonald

Founder & CEO at Savannah Canadian Immigration and Relocation Services

The workflow is excellent on this software. It helps eliminate a lot of tasks that are repetitive and time consuming and helps automate a lot of my work which is important to me as a single owner and single user. I need the extra time to complete other tasks of my business.

Achuth Kesavan, MBA

Senior Manager at Tern Immigration

CaseEasy.ca has enhanced the management of my case files and work load. I am able to keep track of client files, their progress, and also keep the client informed on the status of their file. The customer service I receive from CaseEasy has been stellar. They are extremely responsive and they work to meet the needs of an immigration practitioner by continually improving the platform.

Daniel Graham

Founder & CEO at Higher Ground Immigration Services

I absolutely love CaseEasy. Whenever I have an issue, it’s resolved very quickly. If I have an idea that helps my company, they implement it immediately. I could not be happier with this product. Thank you for what you do for me so I can focus on what I do for my clients. Keep up the good work!

Catharine Baier, RCIC, CAPIC

Founder at Warwick Immigration Canada

I have been using CaseEasy for almost a year. I was a client of their number one competitor in the past. So, I am well acquainted with both platforms. CaseEasy is superior in key ways:
The platform itself is much more user-friendly. It does not require weeks of getting used to. About an hour of training and consistent use will have you and/or your staff proficient very quickly.
The customer service in terms of responsiveness and willingness to resolve any queries is absolutely superior. They have live chat, e-mail and telephone help when you need it the most. Plus, the manner in which things are explained is clear and effective, particularly when the shared screen capability is utilized.
The features are the best part, from their design to their functionality. To provide a few examples, because the platform is so attractive it feels fun to use and therefore the mundane tasks become less … mundane and the workday becomes more pleasant. Functions such as workflow setting help manage client expectations; which is essential to build a succesful practice. Also, the client portal can be customized and branded which adds an important touch of professionlism.

It was easy for me to give this positive review because it is so very well-deserved.

Angela Scarlett, Barrister, Solicitor and Notary Public

Senior Counsel at Business Visa Canada

Are you ready to grow your business?

Running a successful Immigration practice requires that you have the tools and systems in place to manage your client cases effectively. Get started today and see how you can start growing your business with our all-in-one solution.

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