Features and Modules Starter Solo Pro Ultimate Enterprise
Complete Officio Suite includes:
  • Client management
  • Prospect management
  • Assessment
  • Form management
  • Client Portal
  • Client/Trust Account
  • Email
  • Calendar
  • Document management
  • Template management
Includes all the features
in Officio Ultimate
plus support for:

- Employer Management
- Case Management
- Unlimited Storage
- Unlimited Licenses
- Customization

Please call:


for more details

  • PUA Planning
  • Life insurance in support of PUA
  • Prospects Web Questionnaire
  • Express Entry Assessment
  • Web-Builder
    (Available in annual plans only)
    Lets you build your immigration website quickly, integrated with Assessment questionnaire and Client Login.
  • Enhanced Task Management
  • Time Management and Billing
  • Marketplace
    (Available in annual plans only)
Number of Clients
User Licenses Included



Special pricing valid
only until