Gathering Information for an IAA Audit in Seconds? Yes, It Is Possible

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Gathering Information for an IAA Audit in Seconds? Yes, It Is Possible

Nobody likes responding to an IAA audit. It is a necessary process, but it is usually a time-consuming one – you don’t need me to tell you that. There is a better way, through – digitising file management in your business. When you do, your responses to IAA audits will be more accurate and you will save time, something which will translate to your bottom line.

Just look at this research from Xerox. It says that, on average, companies spend 10% of their revenue on document management. Take a moment to work out just how much money you might be spending.

Of course, an immigration business like yours is not an average company. You are heavily regulated, with the IAA having strict auditing, file management, and document retrieval expectations. Therefore, the percentage of revenue being spent on document management in your business could be higher than 10%.

What does a good file management system look like, though? In an article on CIO, Leo Welder says a good file management system must be secure, easy-to-use, and reliable.

A Solution Tailored for NZ Immigration Businesses

Ezymigrate is a CMS solution created for NZ immigration advisors that have powerful document management features. This includes centralised storage of documents on each case file, enabling you to retrieve everything you need for an audit at the click of a button.

Ezymigrate also delivers on the three priorities mentioned below:

● Secure – Ezymigrate resides on the Microsoft Azure platform so offers enterprise-level security

● Easy-to-use – the system is intuitive, with business processes that immigration advisors will be familiar with

● Reliable – as Ezymigrate is cloud-based, we look after maintenance and support, ensuring near-perfect uptime rates

Start saving time and money today by using Ezymigrate as your file management solution.

We are an independent team of software developers, and not associated with the IAA. However, we have developed our system with the help of NZ immigration advisers in order to understand their pain points most.

Ezymigrate has been built with the aim to solve the problems that Immigration Advisors were facing throughout their processes. 

How NZ Immigration Advisors Increase Profits by Improving Client Communication

Did you know you can make your immigration business more profitable by communicating with your clients in a more effective and smarter way? Every day I see too many immigration advisors in NZ spend way too much time communicating with clients and keeping them informed. There is a better way.

 Communication is, of course, an essential part of your business. In fact, it’s an important part of any business. According to Steve Nguyen PhD on Workplace Psychology, keeping customers always informed is essential regardless of how good an immigration advisor you are.

How do you effectively communicate and also spend less time doing it, though? The answer is you need to use a client portal. Other industries benefit significantly from client portals. For example, Deanna C. White says on Accounting Web that client portals are no longer an accessory for accounting firms – they are a necessity.

The immigration industry in NZ is behind in its take up of client portals, but there is a quick and effective solution: Ezymigrate.

What You Can Do with a Client Portal (www.checkmyvisa.co.nz)

The Ezymigrate client portal is jam-packed with features – too many to include here. Below are some of the highlights but, essentially, it’s a central repository of information that clients can access, add to, and communicate through. This is much more efficient than point-to-point communication methods such as email or phone calls.

 With a client portal you can: 

Upload – you can add important documents to the client portal while controlling who has access to what. Each client has their own account on the portal and they can also upload documents directly. Uploads go to the client’s file on Ezymigrate.

● Communicate – clients can email through their account on the client portal. They receive the email, you receive the email, and a copy goes into their Ezymigrate client file.

● Inform – clients can see their visa status, how much they owe, and more. That means no more unnecessary phone calls or emails.

Here’s the best bit – with the time you save using a client portal, you can find new clients and grow your business.