Students
One place to stay on track
Tasks, deadlines, college list, and documents — students see exactly what’s next without chasing their counselor.
For Students & Families
A portal families actually love.
One place for students and parents — tasks, deadlines, college research, and documents — so families stay informed, you stay organized, and the experience becomes a selling point for your practice.
30-day free trial · No credit card required
The experience
Built for students and families, not just counselors.
Most tools are built for the back office. The family portal is the part your clients actually touch — so it’s built to be touched.
Parents
Involved, not overstepping
Families get the visibility they want into progress and deadlines, with boundaries you set.
Documents
Everything in one hub
Essays, score reports, and college research live in a single shared space — nothing lost in email threads.
The family portal
A portal families actually want to use.
One place for students and parents — tasks, deadlines, college research, communication, documents — so they stay informed, you stay organized, and the family experience becomes a selling point for your practice.
- Students stay on track with shared tasks and deadlines.
- Parents stay appropriately involved without overstepping.
- Families remark on the portal — and become referrals.
MP
M. Patel — Family Portal
PARENT & STUDENT · LAST OPENED 2 HRS AGO
Upcoming tasks
Common App essay draft
Due Fri · 3 days
SAT score release
Mon · 6 days
UC personal insight
Next Fri · 10 days
College list · 7 schools
Reach3
Target3
Likely1
The advantage
The portal is a selling point.
The family experience isn’t just a feature — it’s part of how you win and keep clients.
Referrals
Families remark on it
A portal families genuinely enjoy becomes something they mention to other parents — and that becomes referrals.
Professional
You look more polished
A clean, branded family experience signals you run a serious, organized practice.
Retention
Fewer “where are we?” emails
When families can self-serve status, you spend your time advising — not status-reporting.
"The professionalism of utilizing CPP and creating a student’s Custom College Plan has greatly improved my practice — and the way I am viewed by new clients."
Give families an experience worth talking about.
See the family portal in a 15-minute walkthrough. No pitch — just clarity.