IntelliAssis unifies contacts, cases, USCIS forms, tax returns, quotes, and documents in one platform — built for immigration and tax firms that need clarity at scale.
Live dashboard
Real-time KPIs, revenue charts, and top clients — always up to date without lifting a finger.
Total Revenue
$124,580
+22.5%Active Contacts
1,284
+12.3%Open Work Items
47
-8.2%Quotes This Month
23
+15.7%Revenue Overview
Monthly performance
Service Mix
Top Clients
How it works
No complicated onboarding. Three steps and your team is operational.
Import your client list or add contacts manually. Everything is scoped to your organization from day one.
Create a work item, assign it a type, and attach contacts, documents, and tasks — all linked together.
Move through your workflow, send quotes, collect documents, and close cases with a full audit trail.
Features
Designed for professional services teams who need real workflows, not toy apps.
Every client, their family members, documents, and full case history — centralized and scoped to your organization.
Track I-130s, I-485s, tax returns, and any service with configurable workflows, status pipelines, and a complete audit trail.
Most usedGenerate and pre-fill USCIS forms from data you already have — no more retyping the same details across PDFs.
Send a secure intake link, collect documents from clients, and store everything with signed-URL access only.
Assign work, track USCIS and IRS deadlines, and keep every team member aligned on what's due next.
Build professional quotes, track approvals, and convert an accepted quote into an active case in one click.
Why IntelliAssis
Enterprise-grade capabilities with the simplicity your team will actually use.
Replace scattered spreadsheets, email threads, and PDF folders with a single system built for immigration and tax work.
Role-based access, full audit trails, and encrypted documents with signed-URL access only — for the client data you can't afford to leak.
Run several offices, teams, or brands with fully separated data per workspace — no cross-contamination.
Live dashboards, revenue charts, and reports that stay current without anyone updating a spreadsheet.
Security
Immigration and tax work means handling people's most private information. IntelliAssis runs on infrastructure built to take that seriously.
Every record is scoped to your organization — your clients' data is never mixed with another firm's.
Files live in private AWS S3 and are served only through short-lived signed URLs — never publicly accessible.
Five roles from owner to viewer, so each team member sees and does only what their role allows.
HTTPS everywhere via Vercel, with documents encrypted at rest in AWS S3.
Key actions are recorded with who did what and when — full accountability across your team.
Runs on Vercel and AWS, the same platforms behind thousands of production apps.
Hosted on Vercel and AWS S3 — infrastructure trusted by thousands of companies worldwide.
FAQ
Yes. Your data is isolated per organization, documents are stored privately in AWS S3 and served only through short-lived signed URLs, access is role-based, and everything runs over HTTPS on Vercel with encryption at rest. Passwords are hashed and key actions are recorded in an audit trail.
Yes. Case types, checklists, and intake forms are fully configurable per organization. IntelliAssis supports USCIS forms with autofill (I-130, I-485 and more) and tax returns (1040, W-2, 1099).
No. You send a secure intake link; your client fills out the form and uploads their documents straight into the right case — no account or login required on their side.
Yes — the interface is available in both English and Spanish, so bilingual teams can work in whichever language they prefer.
Start with a 14-day free trial — no credit card required. You'll find full plans and pricing on our pricing page.
As a founding customer you get hands-on onboarding and priority support, including help bringing your existing clients and cases into IntelliAssis. Email us anytime at jose.encarnacion@intelliassis.com.
Get started today
Be one of the founding firms shaping IntelliAssis — early adopters get hands-on onboarding and priority support.