Proctoria
Professional Services Management
Simplified.
One workspace for every customer, every case, every document. Built for CPAs, EAs, immigration consultants, notaries, and credit coaches.
Service Categories
Everything your multi-servicios practice needs
T
Taxes / Impuestos
IRS 1040, ITIN W-7, prior-year corrections, amended returns.
I
Immigration / Inmigracion
I-130, I-765, N-400 petitions with evidence vault and USCIS tracking.
C
Credit / Credito
FCRA dispute letters, monthly coaching, and credit-line strategy.
L
Legal / Legal
Notary, simple wills, power of attorney, name changes.
P
Property / Propiedad
FL Homestead Exemption (DR-501), tax appeals, property transfers.
B
Business / Negocios
EIN applications, BOI reporting, SS-4, LLC formation, annual reports.
Built for trust and compliance
Your clients trust you with sensitive documents. We take that seriously.
✓End-to-end encrypted credential vault
✓HIPAA-ready document storage
✓Bilingual (EN/ES) client portal
✓Stripe Connect for secure payments
✓Automated deadline tracking and reminders
✓White-label storefront per tenant
Ready to modernize your practice?
Plans start at $49/month. No per-transaction fees on platform billing.
Get started