130+ features, 15 categories
Everything a migration practice runs on.
Occupation and visa data, the client record, intake, forms and eLodgement, billing and Harper - in one platform, priced from one plan.
7-day free trial, no card needed
Inbox
Worst first
Respond to the Department's request for informationSofia Alvarez · 500 · urgent23 Oct
WhatsApp: reference letters uploadedArjun Mehta · 4822 days ago
Review the police certificate uploadMei Lin · 190Today
485 consultationLinh Nguyen · 48522 Oct
Security comes first. Client files are hosted in Sydney and sealed with your firm's own key.
- Hosted in Sydney
- Your database and app servers run in Sydney.
- A key for your firm alone
- Passport numbers and other private details are locked with your firm's own key.
- No public document links
- Each document opens through a private link that lasts one hour.
- You decide who sees what
- Each member sees all clients, their team's or only their own.
- Every sign-in recorded
- Sign-ins and every document opened are logged for you to review.
Lodge, run the file and keep trust money right. Most of the rest is in Pro; rows marked Add-on are sold on their own.
ImmiAccount eLodgement
Included in Pro
ImmiAccount filled from the client file in your own browser while you review each page. You check each value and you press submit.
Migration CRM
Included in Pro
Clients, matters, your own pipeline stages, documents, billing and a portal for every client - one record per client.
Trust accounting
Add-on to Pro
Numbered receipts, a ledger no one can edit and a month that closes only when it matches the bank.
Every feature, by category. Counted from the same list the pricing comparison is built from.
The practice, run from the client record
Clients, matters, your own pipeline stages, billing and a secure portal for every client.
Pipeline and clients
- Client management and pipelineEvery client, their matter, their stage, their documents and their history in one file, on a visual drag-and-drop pipeline from enquiry to visa grant.
- Caseload tableA caseload table you work in - edit a stage, date or TRN in the cell, bulk update the matters you tick with Undo on every save, share firm views and see at-risk matters flagged before they slip. Ask Harper to filter it in plain English and export the view to CSV or Excel.
- Profile health and check-inEvery section of a client record carries when a person last confirmed it was current. The client list can filter to records that need a check-in, the client can confirm from their portal and the agent can ask - at most once a month.
- Inline record editingEmployment, education, travel, English results, other names and citizenships edited where they are read, through the same path the client portal writes, so the two never drift.
- Duplicate detectionA website enquiry, a bulk import and a manual add that are the same person are flagged on the client list and warned about before a second file exists. A shared phone on its own is never a match.
- Family groupsLink partner and dependant clients into a family group with a shared view and one timeline.
- Client groupsColour-tagged segments beyond the pipeline stage - by visa, state or source - with a one-press filter on the client list.
- Client portalClients sign in to see their status, upload documents, answer questionnaires, see what they have been billed and read the firm's replies.
- Visa intake packs and questionnairesOne link per visa - 482, 408, 186, 189, 190, 491, 500, 485, partner and 600 - walks the client and their family through your intake in the order ImmiAccount asks it. You accept each step into the record once and Form 956, the CSA, the government forms and eLodge read it from there. Copy a standard pack and make it your own.
- Import your own intake formUpload the Word or PDF intake form your firm already uses. Each question is matched to where the Department asks it, you check every match and it becomes your pack. A form a client has already filled in arrives as suggestions you accept; declarations are never imported.
- Custom intake fieldsDefine per-visa-subclass questions that render on the client portal and the agent-side record, with a full audit trail of who filled each field.
- Embeddable enquiry formsA hosted enquiry form that lands straight in your pipeline, with the questions you choose and your branding on it.
Cases and workflow
- Case management and blueprintsTemplates that set a case's stages, checklist and tasks in one step. A refused matter can carry a linked review case, so the file says which refusal is under review.
- Task managementCreate, assign and track tasks per client or case, with tasks created when a matter moves stage.
- Workflow automationPer-firm Kanban stages with WIP limits and transition history, plus an automation builder: when a client is created, create a task or send one of your own templates. Rules start switched off and every send passes the same checks a person's send does.
- Skills assessment trackingEach assessment's result, dates and validity, with an alert before it expires.
- Employer and sponsor trackingNomination status and labour market testing checklists on employer-sponsored cases.
- Appointments, webinars and rebookingBookings with reminders at 24 hours and 1 hour, a Today list on the dashboard read on the firm's own clock and a one-press rebooking link for a no-show or a cancellation. A service can be a group session: many people register for one session through your booking page, with seat limits and dates you set. Running it as a webinar on ImmiIQ Live takes the ImmiIQ Live module.
Documents, signing and billing
- Document vaultUpload, view and download documents by category in encrypted storage, with versions, expiry dates and per-case checklists.
- Digital signing (CSA and documents)Send the engagement letter via magic-link email - the client signs on a signature pad in their browser or declines with a reason the file records. Each signed PDF carries a Signed Acknowledgment and a Certificate of Electronic Signing. Valid under the Electronic Transactions Act 1999.
- Invoicing and receiptsGST-compliant invoices in the client's own currency with PDF generation, email delivery and a Pay now link. Record a payment and issue a numbered receipt; invoices age to overdue on the firm's own calendar.
- Money feedEvery payment and receipt on the client file, per currency, with the invoice notified the moment it is paid or overdue. Aged receivables by bucket and by agent come with Accounting.
- Multi-currencySet a default currency and override it per client. Invoices, the trust ledger, refunds, card payments and PDFs print in the right currency and mixed-currency totals are never summed. ImmiIQ's own subscription stays in AUD.
- Bring-your-own backupDaily plaintext copy of client and sponsor documents into a Google Drive folder, OneDrive app folder, Dropbox folder or S3-compatible bucket your firm owns. Archive or Mirror mode, at the hour you choose.
Communications
- Client emailEmail to clients from inside the file, logged against the matter with the reply attached. Anyone picking up the file can see what was said.
- Client SMSSMS from the client file, logged on the same thread as the emails and the calls.
- Two-way email syncConnect the Gmail or Microsoft 365 mailbox each agent already uses. Client replies land on the case, outbound leaves from your Sent folder and provider-sent mail bypasses the monthly quota.
- Bring-your-own phoneConnect your firm's JustCall or Twilio account and every phone number becomes a click-to-call, with a softphone on every page and every call logged on the client's Calls tab.
- WhatsApp Business messagingA Meta-approved WhatsApp Business channel on every client thread through your firm's own Twilio connection, with the 24-hour session window and approved templates handled for you.
- Call notes (2,400 call-minutes a month)· Add-onTake notes on a client video call without taking your eyes off the client. Tick consent, share the call tab and ImmiIQ transcribes the call and writes the filenote - summary, decisions, next steps, dates and amounts, action items you turn into tasks in one click. Upload a recording after the call and get the same filenote.
- ImmiIQ Live Meetings (per agent)· Add-onUnlimited client and team meetings for each seated agent: one-to-one and group meetings of up to 10, instant meetings with a guest link, booked consultations on ImmiIQ Live and team meetings of up to 25. Audio notes, transcripts, minutes and video recording are included; recordings count toward your storage. Beta - free to trial now, purchase opens soon.
- ImmiIQ Live Webinars· Add-onWebinars and programs of up to 500 attendees with 10 webinar hours a month, recording, replays and streaming to your social channels. Needs one Live Meetings seat. Beta - free to trial now, purchase opens soon.
- ImmiIQ Live Large· Add-onReplaces Live Webinars for the biggest audiences: up to 5,000 viewers and 30 webinar hours a month. Needs one Live Meetings seat. Beta - free to trial now, purchase opens soon.
Visibility and team
- Team and handoverInvite members and set each one's role, data scope and modules. When someone leaves, their live clients and cases pass to an admin in one step.
- Today deskThe dashboard opens on what is overdue, due today and waiting for a reply, then what is coming up, with practice and money figures a line each. Every number opens the list behind it.
- Notifications by bell, email and pushInvoice paid or overdue, appointment booked, blueprint applied and document signed each reach the bell, email and push the way each person chose. Switching push off turns it off.
- Audit trailAn admin's log of who changed which client, case, document, invoice or sponsor record, filtered by record type and exported to CSV.
- Bulk actionsTick clients to change their status, assign an owner, send an email or SMS, request documents or export them. A change to many clients asks first.
eLodgement, trust money and the daily work
File notes, templates, blueprints, VEVO, forms, eLodgement, inbox, trust - purpose-built for Australian Registered Migration Agents (RMAs) and law firms.
- File notesRich-text case notes with reminders, quickparts and pinning, written once and never editable in place. Full audit trail. OMARA-defensible.
- Template libraryYour letters, agreements and checklists as reusable templates, merged with the client's own details. Starter templates built around the OMARA Code of Conduct are ready on day one. No add-on fee.
- AI document templatesUpload any PDF or Word file. The placeholders are found for you, a title and category suggested and a filled draft made for each client.
- Multi-scope engagement lettersOne letter can cover Skills Assessment, Visa Lodgement, Application Review or a tribunal appeal in any combination, with an optional GST toggle and a structured fee table on the CSA.
- Disbursements priced from the Department's live visa chargesEach matter's government charges come from the Department of Home Affairs' own price list for its subclass, stream and applicants. Your third-party costs are priced once and counted per matter, applicant, adult or child. The same figures reach the agreement, the invoice and trust.
- Costs agreements with the official consumer guide and initials on every pageAnnex the current published consumer guide to any agreement inside its own page numbering. The client's initials and yours are drawn at the foot of every page.
- Preview the exact PDF before sendingSee the agreement exactly as the client will receive it - letterhead, disbursements schedule, annexed guide and initials - before anything is saved or sent.
- Letters that carry your signatureUpload the signature you sign with once, in Settings. Every letter and form that promises the agent's signature renders it; nothing blocks a send when a user has not uploaded one.
- Visa blueprintsReady-made document checklists by visa subclass - 189, 190, 491, 482, 186, 500, 485, 820 and more - applied by subclass.
- VEVO lookup and scheduled remindersPrefilled VEVO check - passport and DOB copied from the client record. Schedule once, weekly or monthly checks per client and get a push notification on every device when one is due.
- Government forms, filled and signedForms 956, 956A, 1022, 1023, 929, 1446, 80 and 1221 filled from the client file, previewed before they go, edition-checked before a value is written and signed in the form's own declaration box. Off until an admin acknowledges and turns it on.
- Blank forms library and reference sheetBlank Department forms and a per-client pre-fill reference sheet with every value the forms ask for, address history included, so the data is typed once.
- ImmiAccount eLodgementFilled in your own browser by the eLodge Chrome extension while you review each page; you press submit. Readiness check, lodgement register and the TRN kept in ImmiIQ. Admin opt-in.
- ImmiIQ eLodge Chrome extensionFill ImmiAccount visa applications from your client records in your own browser. One click per page, the right client checked before every fill and every fill audited to your workspace. Chrome only.
- Inbox and triageTasks, messages, appointments and notifications from every part of the product in one queue, ranked by what is due, with per-user notification preferences and push. Forward your firm's address in and every client email attaches to the right file.
- Per-user sender identity on your domainEvery teammate sends from their own name at your firm's domain, derived from their signup email so nobody can free-text another person's identity. DKIM signing, two-stage verification and auto-pause if your bounce rate climbs.
- OperationsCross-client views - inbound mail triage, the intake queue and the admin-only lodgement register with status tabs, search and failure-log export.
- Accounting· Add-onWhat the firm has billed, banked and is still owed, by matter and by month, across every client. Includes Xero or QuickBooks sync.
- Xero integrationTwo-way sync with Xero - invoices out, payments and paid status back within fifteen minutes - and a drift panel when the two disagree. Included with Accounting.
- QuickBooks integrationTwo-way sync with QuickBooks Online - customers and invoices out, payments and balances back every hour - and a drift panel when the two disagree. Included with Accounting.
- Trust accounting· Add-onNumbered trust receipts, a ledger that is never edited - mistakes are reversed - withdrawal authorities, monthly bank reconciliation with sign-off, client statements by email and on the portal, trial balance, month-end and financial-year packs and an audit CSV.
- Card paymentsCard payments for booking prepay and invoices land directly in your firm's own Stripe account. Zero platform fee from ImmiIQ and no PCI scope for your firm.
Security and platform
Per-firm encryption and hardened sign-in first, then branding, languages and the tools around the edges of the work.
- Government links directoryFederal portals, each state and territory's nomination page and the skills assessing authorities, on one searchable page.
- Data kept currentThe data pipeline re-reads the government sources and updates the research pages when an occupation, a list or a visa rule changes.
- Per-organisation encryptionAES-256-GCM at rest with a unique key per organisation. Client PII and document bodies are sealed with the tenant's key, so your data is isolated from every other firm and from ImmiIQ staff.
- Hardened sign-inPasswordless links that a mail scanner cannot spend, a one-time code when you sign in from somewhere new, single-session enforcement, brute-force lockout and a per-user sign-in activity log. Enterprise can layer an IP allowlist on top.
- Custom brandingYour logo, brand colour and report footer on everything a client sees.
- Multi-language interfaceSwitch the platform interface to English, Chinese, Hindi, Arabic, Korean, Japanese, Vietnamese, Tagalog or Bengali.
- Default state or territory filterSet a default Australian state or territory to pre-filter occupation search results and highlight your state on nominations.
- Bulk import and exportMove a whole caseload in or out in one pass.
- Guided onboardingSign-up walks you through your role, your MARN if you are an RMA, the organisation, the team and the modules you want.
- Convert Hub (browser-local tools)Merge, split, compress, rotate and sign PDFs and images without a file ever leaving your browser.
- Mobile app for agents and clientsThe agent's day and the client's own portal in one app from the App Store and Google Play - what needs you ranked worst first, Harper with cited answers and the client's uploads from a phone, under the same account, permissions and data scope as the web app.
- Data deletion on requestA published page says what a social connection holds and what it never receives, disconnecting erases the credential on the spot and one email removes the rest.
Occupations from government sources
All 3,230 occupations across ANZSCO v1.3, ANZSCO 2022 and OSCA, with verified government data.
- ANZSCO catalogue (v1.3, v2022 and OSCA v1.0)ANZSCO v1.3, ANZSCO 2022 and OSCA v1.0, each with its full occupation data.
- ANZSCO version toggleSwitch the occupation pages between ANZSCO v1.3, ANZSCO 2022 and OSCA v1.0 with one control.
- Occupation searchSearch occupations by name, code or task and compare several side by side, with the skill level, the assessing authority and the visas each one opens.
- Search by task or other titleType what the job involves or a title the occupation also goes by: the search reads tasks and alternative titles as well as names and codes.
- Occupation detailEach occupation's skill level, tasks, specialisations, alternative titles and its place in the unit group.
- Salary and employment dataABS salary ranges and employment figures on each occupation page.
- Related occupationsThe other occupations in the same unit group, linked from each occupation page, so you can test a nearby code.
- Government source linksEach figure links to the government page it was read from.
- ANZSCO to OSCA correspondenceThe ABS correspondence between ANZSCO (v1.3 and 2022) and OSCA v1.0, so you can quote the official mapping when an occupation splits or merges.
- Pro-rata occupation tracker and occupation ceilingsLive tracker of which 4-digit ANZSCO groups are pro-rata, plus the SkillSelect occupation ceiling for each - invitations stop when the ceiling fills, regardless of points.
- Occupation IntelligenceEvery ANZSCO and OSCA occupation in one table, with an Opportunity Score (0-100) for each one with EOI activity from the lowest points invited, the invitation rate and skilled-list membership, beside shortage, demand, ceiling and workforce columns.
- Migration glossaryMigration terms from A to Z, with search.
Calculate, explore and plan visa pathways
Calculators, visa data and Harper's guidance for each step of an eligibility check.
- Visa subclasses and processing timesEvery skilled visa subclass with the Department's current processing times.
- Points calculatorScore a client for the 189, 190 and 491 points test, factor by factor.
- Points optimiserShows which change adds the most points for this client - English, a state nomination, a Professional Year, NAATI and more - ranked by points gained. Apply one in a click and undo it as easily.
- State ranking calculatorThe Victorian Points Test, the Canberra Matrix and Tasmanian priority attributes, read from each state's published rules with the source and the date checked. An indicative estimate, free in every plan.
- EOI round data and statisticsSkillSelect invitation rounds with the EOIs submitted, lodged and invited.
- EOI backlog dashboardSkillSelect's monthly EOI backlog by subclass, with how many are ahead in the queue at each points score, a state breakdown and the trend.
- EOI raw data export· Add-onSearch, filter and export the EOI backlog records behind the dashboard for your own analysis and client reports.
- Document checklistsA checklist on each case from the blueprint for its visa subclass, grouped by phase, with every item marked not started, uploaded, verified or not applicable.
- Your own visa blueprintsSave your firm's own checklist for a subclass beside the standard blueprints; it sorts first on every case of that subclass.
- Visa application chargesThe Department's current visa application charges for each subclass.
- Student-to-PR pathway plannerStudent, agent and education provider modes, with a cost estimator, occupation matching and the steps from study to PR.
Every official skilled list
Unified, searchable access to all Australian skilled occupation lists.
- MLTSSL, STSOL, ROL and CSOL accessEvery skilled occupation list with its occupations and their caveats.
- Search by authority, state and codeFilter the lists by assessing authority, state nomination or ANZSCO code.
- Legislative instrument referencesThe legislative instrument behind each list, linked.
- Assessing authorities browserEvery assessing authority with its assessment pathways, fees, processing times and the occupations it assesses.
State-specific requirements and agreements
Navigate state nominations, DAMA concessions and labour agreements.
- State nomination requirementsEach state and territory's nomination requirements and streams.
- DAMA agreements and concessionsDesignated Area Migration Agreement occupation lists and their concessions.
- Industry labour agreementsOccupation eligibility and caveats under each industry labour agreement.
- Labour agreement company searchSearch the Australian employers holding DAMA, industry and company-specific labour agreements.
- JSA workforce snapshotsEmployment, five-year growth, state spread, age profile, top industries, education mix and typical day-to-day tasks for each occupation, from Jobs and Skills Australia.
- AQF qualification pathways (levels 1-10)The AQF level descriptors (knowledge, skills and application) for each occupation's qualification, from the Australian Qualifications Framework.
- Regional area checkerCheck whether a postcode is a designated regional area, one at a time or in bulk, with a state breakdown.
Know which course actually leads somewhere
Course-to-occupation pathways with the government's own receipts, so a student is enrolled in something that goes somewhere.
- Typed training pathways (JSA TOP)Which VET course actually leads to PR, with the JSA evidence. Pathway flags separate the courses that deliver from the stepping-stones, with CRICOS course-to-ANZSCO mapping and a Training Planner.
- CRICOS providers and coursesSearch the CRICOS register of education providers and courses, with duration, tuition fees and CRICOS codes.
- Course-to-PR pathwayOn each course page, the path from study to skills assessment, EOI and invitation and the visa application, with the assessment fee and the latest minimum points.
Harper drafts and your team approves
Plain-English search, document reading and first drafts, inside the client file. Nothing reaches a client until an agent approves it.
- Harper, migration AIAsk a migration question in plain English and get an answer that cites its source, read against your own client files and the legislation behind them. Harper runs inside ImmiIQ's own Sydney environment - no third-party AI provider receives your prompts and nothing you type trains a model.
- Harper drafts emails and SMSIn the client file, Harper drafts an email or SMS from the matter or improves the wording you typed. The draft lands in the compose box and you edit it and press Send.
- Document extractionPassport, skills assessment and visa grant fields read straight into the client or sponsor record at intake, with a per-field confidence score and human review.
The sponsoring company as a first-class entity
Purpose-built for 482, 186, 494, 407 and 400 caseloads. Roster and obligations calendar, SBS autofill, weekly digest, billing and self-serve HR access.
- Sponsor Portal· Add-onThe sponsoring company as a first-class entity: List and Kanban rosters, expiries with cost forecasting, a compliance calendar, SBS PDF autofill, a weekly digest, per-sponsor billing and self-serve HR access.
- Obligations calendar· Add-onSAF levy, training benchmark, market salary rate, monitoring visits, the annual return, notifiable events, nomination lapse and record keeping - every obligation on one calendar with tiered reminders that name the person.
- Structured employer profile· Add-onIdentity, registration, directors, financials, workforce, sponsorship identifiers and adverse-information declarations as eight confirmable sections the employer can read and confirm in its own portal.
- Employer referrals· Add-onAn employer refers an employee from its portal; the person lands on a hosted intake form that names who introduced them. HR can see, resend and withdraw every invitation.
Colleges, partners and the money between them
One tool for your visa work and your education-agent commission. Track every enrolment, reconcile every statement, pay every partner on time.
- CollegesEducation partners, enrolments, commission statements, CSV statement reconciliation and what each college still owes you.
- Partners and referralsReferral partners, the clients they sent, what they have earned and the payout run that settles it through Stripe Connect. A partner can refer a person straight from their own portal - a name and an email, attributed on arrival.
- Commission rules and clawbacksClawback pass-through to the partner when an enrolment is withdrawn, and a clawback risk score on every enrolment.
Professional, branded reports
Reports in your firm's brand, from occupation summaries to eligibility assessments.
- Client reportsOccupation, points, eligibility, comparison and more - client-ready PDFs under your firm's name.
- PDF reportsPick a report, check the A4 preview and download the PDF.
- Branded reportsReports carry your logo, colours and contact details.
- Practice analytics· Add-onCohort retention, pipeline funnel with median days in stage, time-in-stage bottlenecks, revenue attribution by source, agent and visa, sponsor billing forecast and a per-agent Harper cost tab.
Bring the tools your firm already runs on
Mail, phone, accounting, backup and payments - connected once, sealed with your firm's own key.
- Integrations marketplaceEvery third-party tool your firm runs on is one tile away: Gmail and Microsoft 365 mail, Twilio and JustCall for voice, Xero, Google Drive, OneDrive, Dropbox and your own S3 bucket for backup plus Stripe Connect for client payments. Credentials sealed with your firm's own key, disconnect in one click.
- Inbound email (per-firm address)Forward your firm's address into a per-firm inbound address and every client email auto-attaches to that client's thread and routes to the assigned agent.
- Twilio SMS (bring your own numbers)Send SMS from numbers your firm owns, with the built-in sender as the fallback.
- Webhook integrations· Add-onReal-time signed HTTPS events for client, case, invoice and document changes. Connect your own systems.
Team access and branches
Collaborate, manage access and run more than one branch from one login.
- Team seatsMultiple users with role-based access under one subscription.
- Role management (admin and member)Admins manage team, billing and settings; members run the day-to-day.
- Per-member permissionsThree axes on every member - data scope, module access and role templates - enforced at the database, not just the UI.
- Per-member data scope (all, team or assigned only)Each member sees all clients, their team's clients or only the ones assigned to them. A direct API call returns the same restricted set the app shows.
- Per-member module accessA switch per member for each area - clients, cases, communications, Harper, documents, invoices, reports, billing, settings and team management. A blocked module leaves the sidebar and the API.
- Named role templates and sub-teamsNamed presets that bundle scope and modules, applied across many members at once. Sub-teams group members for the team scope and can carry a default role that applies on add.
- Multi-branch switcherDirectors and contractors who work across more than one branch use one login and switch from the sidebar. Each branch keeps its own clients, partners, payouts and subscription; the first branch is included and more can be added.
- Dashboard by roleMembers see the figures for their own clients; money figures and suggestions are for admins.
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Your firm's voice, in your firm's brand
The industry news your clients should hear from you, rendered as finished posts in your own brand and published only after someone at your firm says yes.