Client management for immigration form-preparation and tax preparation offices

NovaTek AI includes a ready-made setup for non-lawyer immigration form-preparation services and tax preparation offices: busy offices with many clients, many documents and many deadlines, often serving clients in several languages.

What it organizes

• Client records and case or file notes in one place.
• Document requests and reminders prepared in each client's language (English, French, Haitian Creole or Spanish).
• Deadlines and follow-ups surfaced daily by Business Guardian.
• Quotes, invoices and payment links for your service fees, with outstanding balances.
• Simple financial reports for the office.

NovaTek AI is business management software. It does not give legal or tax advice, and it does not replace a licensed attorney or accredited representative. Offices remain responsible for the services they provide.

Frequently asked questions

Can NovaTek AI be used by immigration form-preparation services?

Yes. NovaTek AI has a setup for non-lawyer immigration form-preparation services to manage clients, document requests, deadlines, invoices and follow-ups. It is business software and does not provide legal advice.

Does it work for tax preparation offices?

Yes. Tax preparers can track clients, request documents, invoice fees with payment links and send reminders in each client's language.

Which languages are supported?

English, French, Haitian Creole (Kreyòl) and Spanish.

Is there a free trial?

Yes, 7 days, with no card and no automatic charge.