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TTOA Immigration Consultancy · Staff Portal
🗂
New Client Intake
💰
Add Fee Entry
⚙
Manage Fee Schedule
📝
Add Note
💌
Generate Message
🔔
Reminders
📝
Generate Document
👁
Document Preview
✏️ Click directly into the document below to edit any text before downloading.
📅
Add Deadline
📬
New Message
🧾
Add Expense
📆
Add Installment Plan
📋
Log Communication
✓
Invoice is posted

This invoice is counted in the client's balance, Finances and Dashboard.

📌
New task added
📥
Post Invoice to Client & Finances
Record a new payment received (optional)
⚙
Accounts & Tax Settings
Business bank accounts
AccountIn the bank ($)Want there ($)
Each save keeps a dated snapshot so you can see how your balances change over time.
Set-aside rate is how much of profit to reserve for income and self-employment taxes (many sole proprietors use 25% to 30%). Update the mileage rate each January to the current IRS standard rate.
🏦
Bank Balance History
🎯
New Savings Goal
💰
Add Savings
💳
Record Payment
📱
Send Client Intake via WhatsApp
How it works:
Enter the client's WhatsApp number below. A message with your intake form link will be pre-filled and ready to send. The client fills in their info and submits — their profile appears in your tracker automatically.
Include country code — e.g. +1 for USA, +1 for Trinidad
📱
Open WhatsApp & Send
Opens WhatsApp with message pre-filled — just tap Send
📋
Intake Submission Details
🚫
Block Out Days & Times

Block an entire day so no appointments can be booked.

ALL BLOCKED DATES & TIMES
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📅
Reschedule or Cancel
Confirm

📌
New Task