All 2024 Updates

2024-12-23

🚀 Uncollectible Invoices

Invoices overdue by more than 90 days will automatically be marked as uncollectible and will no longer appear as past due on the financials dashboard. For all uncollectible invoices, you will now be required to export the complete invoice report.

2024-12-10

🏆 Enjoying CaseEasy? Share with your friends!

Spread the word about CaseEasy and earn rewards! Simply click "Refer a Friend" in the navigation menu and follow the steps to get started.

2024-12-04

🚀 QuickBooks Sync

Easily sync your paid invoices with QuickBooks—free with the Advanced or Ultimate Plan or available as an add-on from your Subscription page.
​See Demo

2024-12-02

🚀 Automatic Task Sorting

Tasks are now automatically sorted to prioritize pending tasks, with completed tasks appearing last, helping you focus on what matters most.

2024-12-02

🚀 CaseEasy Blog Articles

Access our insightful blog posts directly from the dashboard to inspire and support your firm's growth.

Watch Demo

2024-11-15

🚀 Case Type Bulk Update

You can now quickly convert multiple cases to a specific Case Type in just a few simple steps.

See Demo

2024-10-26

🚀 Invoice Changes

We have updated the invoice so that the Discount total is no longer displayed in the sub-totals section. Instead, discounts are now applied directly to each line item.

2024-10-06

🚀 QuickBooks Survey

To ensure we develop the most effective solution, we would like to learn more about your specific use case for QuickBooks. Survey takes less than 5 minutes.

Take Survey

2024-09-18

🚀 Workflow Status

A new workflow status, "Cancelled", has been added to track when a workflow stage is canceled.

2024-09-17
​🐞 Email Notifications

You may not have received any email notifications due to a recent system issue that has now been resolved. If you are still not receiving notifications, please ensure that email notifications are enabled in your Settings under Notifications..

2024-09-12
​🚀 Combine Multiple Checklists

You can now combine checklists into a single request to save time.

Watch Demo
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2024-08-22
​🚀 E-Signatures

CaseEasy Sign is our flagship e-signature software that streamlines document signing and seamlessly integrates with CaseEasy 360. Be sure to activate it in your subscription and start e-signing today!

Watch Demo
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2024-08-14

🚀 PDF Merger and Compression

Combine multiple files, including PDFs and images, into a single PDF effortlessly. We've also implemented automated file compression to reduce file sizes and save space.

Watch Demo

2024-08-13

🚀 E-Signature Upgrade

Your e-signed documents will automatically be placed in the E-Signed folder under Client Documents, and you'll receive a notification within the CRM.

2024-08-08

🚀 Notifications Management

Effortlessly control your notification preferences to ensure you receive only the most important updates.

Watch Demo

2024-08-05

🚀 CaseEasy CRM rebrand

To better reflect our long term vision of offering comprehensive software solutions, we have renamed CaseEasy CRM to CaseEasy 360.
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2024-07-30

🚀 IRCC Processing Times

Automatically monitor application processing times using live tracking data from the IRCC.

Watch Demo

2024-07-25
​🚀 Shared Library (Upgraded)

You can now scope your Shared Library folders to specific Case Types, ensuring they are displayed only when needed.

See Example
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2024-07-19
​🚀 Invoice/Receipt Template Design Update

We have made a minor update to the Invoice/Receipt Template design to improve the alignment and readability of the headings.​

2024-07-16
​🚀 Tutorial Guides

We have updated our tutorials. Please take a moment to review them to maximize your use of CaseEasy.

Learn More
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2024-07-16

🚀 Automated Google Drive/Dropbox Backups Upgrade

Due to the potential of clients having similar names, we will now include the client id with the client’s name to help differentiate their backup records e.g. Jane Smith [JS-100]. We have also extended our backups to include Invoices and Letters/Agreements.

2024-07-02
🚀 CICC Annual Report

You can now generate the annual report for the College of Immigration and Citizenship Consultants with our one-click reports.

See Example
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2024-06-28

🐞 IRCC Forms - Sync Failure

Due to a recent change on the IRCC website, some forms in CaseEasy were not properly synced. We have implemented an update to address this issue and recommend that you check any forms added after June 26, 2024, to ensure they are accessible. If they are not, please delete and re-add them to your client's case. We sincerely apologize for any inconvenience caused.

2024-06-19

🚀 Add to Calendar
You can now effortlessly add your appointments to Google or Outlook Calendars using the new "Add to Calendar" button available on the Calendars page or in your client's Appointments page.
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2024-06-12

🚀 Share Calendar
Share your calendar using the new Share Calendar feature in the Appointments tab of your client's case. Make sure to configure your calendar in the settings.

See Guide
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2024-05-18

🚀 Public Uploads

Share document checklist to clients, enabling them to upload documents without having to log in to their Client Portal. This functionality is accessible when assigning a new document checklist or by clicking on the Pending Documents button on the Documents page.

See Example

2024-05-16

🚀 Search by co-applicants/dependents

Our search feature now allows searching by either email or the name of co-applicants/dependents linked to a case.

2024-05-10

🚀 Share feature upgrade

Simplify the sharing process within your team by effortlessly emailing copies of invoices, questionnaires, or any other shareable items.

See Example

2024-04-30

🚀 Related Cases

Effortlessly view all cases accessible to a client directly from their Profile page. This functionality replaces the Trust Account balances feature, which is now accessible via the Billing tab.

See Example

2024-04-27

🚀 Generate Invoice from Milestone

You can now conveniently generate your invoice for the milestone payment by accessing the "Generate Invoice" feature located within Billing > Schedules.

See Example

2024-04-27
🐞 Office365 Email Issue

We've recently addressed an issue with Office 365 email accounts experiencing frequent disconnections, which has hindered the sharing of crucial communications such as invoices and letters. If you've been affected, please go to Settings > Integrations and reconfigure your email account to resolve the issue.

2024-04-18
🚀 Colour codes

We have now colour coded your assigned team members so that its easier to differentiate team members with similar initials.

See Example

2024-04-16

🚀 Reconciliation made easy

The Reconciliation module now features an auto-generated list of suggested entries for reconciliation, aimed at streamlining the process and saving you time.

See Example

2024-04-16

🚀 Statement of Account

Produce a Statement of Account to provide your client with a comprehensive summary of their transactions.

See Example

2024-04-01
🚀 Service Agreement Update

We have added a new Service Agreement v2 in your Settings under Templates as per the new CICC Guidelines. Download a copy of the template and customize to your unique needs.

See Overview

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2024-03-27
🚀 Email Integrations

Check out our new Integrations page in Settings to configure your email accounts. Other integrations coming soon.
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2024-03-26

🚀 Rename Questionnaire Types

Now you can easily rename assigned questionnaires to make it easier to track in your client's case.
​See Example
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2024-03-25
🚀 Last Note Export

Cases page now support export of Last Note and Date.
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2024-03-18
🚀 Integrate Calendar on your Website

Allow your clients to book appointments, make payments, then send them an automated personalized email with next steps using our Shareable Calendar.

See Example

2024-03-16
🚀 Server Upgrade

We have upgraded our servers to provide you with a better experience and faster page load times.

2024-03-07
🚀 Statement of Account

Easily generate a Statement of Account to show your client a breakdown of their invoice payments and balances right from the Invoices page.

See Example

2024-02-29
​🚀 Applicants has been renamed to Users
We have renamed Applicants to Users to make it more generalized.
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2024-02-23
​🚀 Download Agreements as PDF or Word
Easily download your Letters and Agreements using the new Download feature.
​See Example

2024-01-29
🐞 Client Welcome Message Photo

Due to a recent issue with welcome message photos being overridden, we have just released an update and you are recommended to reupload a photo to your Settings > Personalization > Client Welcome Message.

See Example
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2024-01-19

🐞 Office365 Email Update

There has been an update to our Office365, please reconfigure your email account(s) in version 1.0 under Settings > System > Integrations > Email.

Setup Office 365

2024-01-08

🚀 Cases Workflow View

Quickly check the stage your client cases are in using the new Cases Workflow view.

2024-01-02

🚀 Short URLs

Shareable links are now shortened to make it easier to share with clients via other channels such as Text, WhatsApp or Telegram.