Cases stay connected to the person
A client with an immigration matter — and tax or translation work at the same firm — still has one record. Your team sees the full relationship, not an isolated case folder.
Immigration
Immigration work depends on complete files, incoming evidence, and dates that cannot be missed. Acctlibra keeps each case on the client record, with documents and follow-ups attached.
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Book a demoA client with an immigration matter — and tax or translation work at the same firm — still has one record. Your team sees the full relationship, not an isolated case folder.
Request documents through the client portal, keep uploads on the case, and message from the same workspace so status is not buried in personal email.