For RCIC firms + enterprise

Your team stays in sync. Your compliance officer stays relaxed.

Multi-seat pricing, role-based access, 3-way trust reconciliation, a CICC Annual Report generator, and a Representatives register for IMM5476 signers. Built for how firms actually work.

Role-based access

RCIC, paralegal, bookkeeper, partner. Each role sees only what they should. Per-applicant permissions on top of that.

3-way trust reconciliation

Bank, GL, subledger. Live variance. Exports to your accountant with CICC-compliant formatting.

Shared Kanban + calendar

Every consultant's pipeline visible to the firm. Multi-calendar team view. No one double-books.

Firm operations

A compliance officer's favourite CRM.

Most CRMs pretend compliance is an afterthought. AnyImmi bakes the CICC surfaces into the product: the Annual Report, the Representatives register, the Designated Person with absence coverage, CPD hours, PLI proofs, and a 7-year audit log that can't be tampered with.

CICC Annual Report generator — drafts from live data, ready to submit
Representatives register for IMM5476 signers — auditable, firm-scoped
Designated Person setting with absence-coverage history
CPD hours logged per consultant, alerts before expiry
PLI proofs uploaded, flagged 30 days before renewal

app.anyimmi.com/trust/reconciliations

Greenpath Imm.

Dashboard

Leads

Cases

Clients

Inbox

Calendar

Billing

AI Portal

Compliance

Trust reconciliation · Sep 2026

Bank

$184,302.10

General ledger

$184,302.10

Client subledger

$184,302.10

● BALANCEDVariance $0.00 · ready to submit to CICC

42 client ledgers · 7 movements this month

Team velocity

Drag-and-drop Kanban for the whole pipeline.

Every consultant's cases, every stage, one board. Partners see what's stuck, RCICs see what's on today, and paralegals see what needs a document. No stand-ups, no Monday-morning roll-up spreadsheet.

Firm-wide Kanban at /cases/kanban
Multi-calendar team view — see every consultant's day in one shot
Task assignment across seats with deadlines + notifications
Workflow sequences for common pathways (Study Permit, Spousal Sponsorship, PR)

app.anyimmi.com/cases/2f4a-9e12

Greenpath Imm.

Dashboard

Leads

Cases

Clients

Inbox

Calendar

Billing

AI Portal

Compliance

Ravi Sharma · Study Permit

CASE-2024-0193 · UCI 1234-5678 · 28y

AOR received

Profile

Reminders

Questionnaires

Documents

Forms

Tasks

Agreements

Appts

Comms

Billing

IMM1294

Application for Study Permit

Synced

IMM5645

Family Information

Draft

IMM5409

Statutory Declaration

Required

Enterprise

For multi-office firms and franchises.

10+ seats, SSO, SCIM, dedicated infra option, custom DPA, named CSM, quarterly compliance reviews.

SSO + SCIM

SAML 2.0, OIDC, and SCIM 2.0 provisioning from Okta / Entra / Google Workspace.

Dedicated DB cluster option

Your tenant on its own Postgres instance in ca-central-1. No noisy neighbours.

White-label client portal

Your logo, your colours, your domain (portal.yourfirm.ca).

Custom DPA addendum

Your legal team drafts it, ours signs it. Standard SIG Lite questionnaire returned in 2 business days.

Named CSM + quarterly review

A human who knows your firm. Quarterly compliance review call with our ops lead.

Dedicated onboarding engineer

Full data import from any prior system. Parallel-run week with our team on Slack.

Thinking about moving the whole firm over?

Book a 30-minute call with the founder. We'll walk through your current stack and tell you if AnyImmi makes sense — honestly.

Book a firm call Talk to founder