Give every client their own secure window into their case — to upload documents, check progress, sign agreements, and message you directly. No email attachments. No confusion. No calls asking “what's the status?”
The VisaNauta client portal is designed to reduce administrative friction for both you and your clients.
The client portal displays your practice name, logo, and colour scheme. Clients see a professional, trustworthy interface — not a generic SaaS tool. First impressions matter in immigration, where clients are entrusting you with some of the most sensitive moments of their lives.
Clients upload passports, identity documents, financial records, and police certificates directly to their encrypted case file — no email attachments, no insecure file-sharing links. Every upload is virus-scanned, version-controlled, and accessible to you instantly. Documents are stored on Canadian servers, PIPEDA-compliant by design.
Clients can see exactly where their application stands at any moment — without calling your office. You control what information is visible and when. Case milestones update automatically as you progress through VisaNauta, reducing inbound status calls by 60% or more.
Send retainer agreements, ICAs, consent forms, and custom documents for e-signature directly through the portal. Clients sign on any device. Signed documents are timestamped, stored in the case file, and logged in your CICC audit trail — all without leaving the platform.
All communication between you and your client is threaded by case, archived, and end-to-end encrypted. No sensitive immigration information floats in personal email inboxes. Read receipts let you know when clients have seen your messages, and clients receive push notifications for new messages.
Most of your clients will access the portal on a smartphone. VisaNauta's client portal is fully responsive and tested across iOS and Android devices. Document upload works from the camera roll. The interface is available in English and French, with additional language support coming.
Every file uploaded to the client portal is stored in Canadian infrastructure, encrypted at rest and in transit. VisaNauta never scans your client data for advertising. You control who has access to each case, and clients can request their data be deleted through the portal at any time — generating a PIPEDA-compliant deletion record in your audit trail automatically.
Start your free trial. Setup takes under 10 minutes and your first client invitation goes out today.
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