Professionals and firms
Manage all your files, assign your team and generate forms in a few clicks.
Every file moves forward.
You always know where things stand.
The client-file tracking portal for every professional: questionnaires, forms, documents, billing and messages in one place.
Sign in
Firm team or client: a single entry point.
Create un compteForgot your password or first sign-inCentre d’aide
Un cabinet ou un professionnel ? L’espace est gratuit pour commencer, sans carte de crédit.
First visit? Use the invitation link you received by email to create your password.
Adjoints
Access the files entrusted to you and move each step forward.
Clients
Follow the progress of your application, fill in your questionnaire and find your documents, without lost emails.
Data hosted in Canada · Role-based access · Encrypted connection (HTTPS)