01
Taxes
Impuestos
IRS 1040, ITIN W-7, prior-year corrections, amended returns, IRS resolution.
6
Service lines covered from day one
12 min
From intake form to first draft for common filings
0 %
Per-transaction fees on your platform billing
EN / ES
Bilingual portal built in, not bolted on
Folio 02
One firm.
Six practices.
The multi-servicios practitioner serves immigration clients in the morning, tax clients in the afternoon, and a homestead filing at four. Proctoria treats that as the norm — not the exception to retrofit.
02
Immigration
Inmigración
I-130, I-765, N-400, I-485, DS-160. Evidence vault plus USCIS status tracking.
03
Credit
Crédito
FCRA dispute letters, monthly coaching, structured credit-line strategy.
04
Legal
Legal
Notary, simple wills, power of attorney, name changes, document prep.
05
Property
Propiedad
FL Homestead Exemption (DR-501), tax appeals, deed and property transfers.
06
Business
Negocios
EIN, BOI reporting, SS-4, LLC formation, annual reports, compliance.
Folio 03
From first form to final filing, without the seams.
No more seven tabs, six passwords, and a shared spreadsheet. A case moves through Proctoria the way it moves through your head — one continuous piece of work.
- 01
Intake
A single form captures everything: client details, the service they need, supporting documents, e-signatures. Bilingual by default.
- 02
The work
Case moves through a defined pipeline: waiting on client, in review, ready to file. Deadlines tracked. No one falls through.
- 03
Delivery
Client signs in the portal, downloads finished documents, pays the invoice, and leaves a review. You keep the relationship.
Folio 04
Your clients trust you with sensitive things.
We treat that as a first-class requirement, not a security afterthought.
✓
Encrypted credential vault
Client SSNs, IRS IDs and USCIS logins stored with per-tenant encryption keys.
✓
HIPAA-ready document storage
Audit trail on every document access. BAAs available on request.
✓
Stripe Connect for billing
You own the merchant account. Payouts go direct. No held funds.
✓
Automated deadline tracking
Tax, USCIS and county deadlines on autopilot. Nothing misses the window.
✓
White-label storefront
Use your own domain — we handle DNS + SSL for free. Clients never see the word "Proctoria" unless you want them to.
✓
Plugin architecture
Add service-specific workflows (YourVisa, homestead, ITIN) without touching the core.
Folio 05 · Pricing
Plans that match how you really work.
Practice
$149/ month
Up to 5 staff, client portal, BYO domain (DNS + SSL handled), Stripe Connect.
Start trial →Platform billing has zero per-transaction fees. What you charge your client is what you keep, minus the Stripe fee you were going to pay anyway.