Practice Software for Canadian Immigration Consultants
Investatech helps RCICs manage consultations, payments, Initial Consultation Agreements, client documents, invoices, events, and more — starting with a booking service built for immigration practice.
Built by a practising RCIC for the way Canadian immigration practices actually work.
Why this matters for practitioners
Most immigration practices stitch together a calendar link, e-transfer or Stripe, manual consultation agreements, email attachments, separate invoice tools, event platforms, and spreadsheets. Investatech brings those workflows together in one RCIC-aware platform.
Less tool switching
Manage bookings, payments, agreements, documents, invoices, and events from a single platform.
Built around consultation workflows
Take a free or paid consultation, generate the Initial Consultation Agreement, receive documents, and keep every record tied to the booking.
Designed for immigration practice
Shaped around the realities of RCICs — consultations, intake, multilingual clients, referrals, and practice administration.
What Investatech helps you manage
Booking is just the beginning. Each tool is shipped, working, and used in real Canadian immigration practices today.
Consultation Booking
Let clients book free or paid consultations against your live availability — embedded on your own site or hosted on a clean public page.
Automatic Initial Consultation Agreements
Generate and store a CICC-aware Initial Consultation Agreement signed by the client before the meeting — tied to the booking record.
Payments via Stripe
Paid consultations connect directly to your own Stripe account. Funds land in your bank, not Investatech's.
Client Documents
Receive client uploads as part of the booking flow, attached to the right consultation from day one.
AI Document Analysis
Optional Gemini-supported summary so you arrive at the meeting already briefed. The client chooses what to share.
Invoices
Send Stripe-powered payment links for retainers and follow-up work outside the booking flow.
Meeting Invites
Online, in-person, phone, or WhatsApp — the right meeting details land in the right place at the right time.
Events & Ticketing
Create paid or free events with multi-attendee QR ticket emails and door check-in for webinars and info sessions.
More Tools Coming
Booking is the first service in a broader practice platform for Canadian immigration professionals.
More than a booking link
Generic scheduling tools help someone pick a time. Investatech is built for the full consultation workflow: booking, payment, agreement creation, client documents, preparation, follow-up, invoicing, and events.
| Generic booking tool | Investatech |
|---|---|
| Client picks a time | Client books inside an immigration-practice workflow |
| Payments often need a separate setup | Paid consultations connect directly to your Stripe account |
| No RCIC-specific agreement workflow | Initial Consultation Agreement generated and stored automatically |
| Documents handled in a separate inbox | Client documents arrive with the booking |
| Events need yet another platform | Events with multi-attendee QR tickets built in |
Free to start
Investatech is designed so consultants can begin without a monthly platform fee. Free bookings stay free. The platform fee applies only when you charge a client through the platform.
Base platform starts free.
Free consultations stay free.
2.5% platform fee applies only to paid bookings, paid event registrations, and paid invoices.
Optional AI & Multilingual Add-on — $29.99 CAD/month.
Optional Team Mode — $4.99 CAD/seat/month, two-seat minimum.
For Settler.ca practitioner readers
If you read Settler.ca for practical immigration law and practice guidance, Investatech is the operational side of that same practitioner mindset — tools to manage the administrative work around client service.
Booking first, broader platform next
Investatech begins with consultation booking because that is where most client relationships start. From there it expands into the related workflows.
Built from real practice experience
Investatech is led by Al Parsai, a practising RCIC and immigration educator. The platform reflects the operational needs of consultants who manage consultations, client communications, payments, documents, and professional obligations every day.
Ready to see what Investatech can do for your practice?
Explore the platform built for Canadian immigration consultants — booking and the workflows around consultations, payments, agreements, documents, invoices, and events.
Regulatory note. Investatech is not endorsed, reviewed, or approved by the College of Immigration and Citizenship Consultants (CICC). Each licensee remains responsible for meeting their professional obligations.