Wed3:30
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Built for independent educational consultants
Everything your practice needs,
Everything your practice needs,
in one place.
Keep students on track, families informed, and your practice organized with one professional platform for college lists, applications, essays, tasks, meetings, documents, and more.
- 30-day free trial
- No setup fee
- No long-term contracts
Welcome back, Alex
Here’s what’s happening in your practice.
Students48+8 this month
Applications127+16 this month
Essays32In progress
Upcoming9Next 7 days
Application deadlines
Carleton CollegeNov 1Due in 3 days
Emory UniversityNov 15Due in 17 days
UC DavisNov 30Due in 32 days
View all deadlines →
Upcoming tasks
Essay review – M. ChenToday
College list review – D. AlvarezTomorrow
Financial plan – S. OkaforNov 2
View all tasks →
Trusted by 3,000+ independent educational consultants
IECA
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Built for every stage of your practice
Built to support your practice today and as it grows.
Emerging & solo IECs
Start organized. Grow with confidence.
Deliver a professional, connected experience from the start with college planning and practice management tools built specifically for IECs.
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College search & listsPowerful search filtersAI-assisted searchPre-loaded college listsCollege profiles & dataFiske GuideCommon Data Set dataEssay prompts and application deadlinesInvoicing & paymentsProfessional-looking invoicesEmail now or schedule for laterIntegrated Stripe paymentsStudent managementText communication and remindersStudent details all in one placeRepeatable processes that support growth
Scaling IECs & firms
Built to scale with your practice.
Give every counselor a shared foundation for serving students, with standardized workflows, flexible access, firm-wide reporting, and connected data across your entire practice.
Explore
Shared workflowsReusable task templatesBuild in your firm’s curriculumConsistent processes across the teamTeam access & assignmentsUser and Superuser permissionsControl access by team memberEasily reassign studentsFirm-wide reportingCompany-wide visibilityApplications, decisions, and scholarshipsTrack progress across the teamMCP integrationConnect with compatible AI toolsSecure access to your dataAn open standard built for flexibility
Everything a practice needs. Nothing it doesn’t.
Student & Family Portal
Every student journey, all in one place.
Give students and families one connected place to stay informed, organized, and engaged throughout the college-planning process.
- Tasks, deadlines, messages, and documents
- College planning and application progress
One complete student record
MC
Maya Chen
Class of 2027 · Lakeside High
On track
Application journey
College listBalanced and ready to share
Next stepsEverything stays on track
One timelineEvery conversation, together
Student Management
Keep every student organized and moving forward.
Manage student information, communication, and repeatable processes from one centralized profile.
- Meetings, notes, documents, and communication history
- Reusable checklists, student to-dos, texts, and reminders
Timeline
Email
Re: Early decision timelineTue 3:40 PM
Sent Maya the updated ED checklist and deadlines.
Note
Meeting notesMon 4:15 PM
Discussed adding a likely school to balance the list.
SMS
Maya ChenJust now
Got it — I’ll have the new draft ready by Friday!
Maya Chen
SMSJust now
Got it — I’ll have the new draft ready by Friday!
Billing & Payments
Billing built into your workflow.
Create professional invoices, collect and record payments, and manage client hours directly alongside your student work.
- Send immediately or schedule professional invoices
- Process Stripe payments and track external payments
Payments
Invoice INV-2081
The Alvarez family
Issued October 15, 2026
Paid
DescriptionAmount
College counseling4 meetings · September–October
$700.00Essay review packagePersonal statement and supplements
$500.00Total paidOct 24, 2026$1,200.00
Visa ending in 4242Payment processed successfully
View receipt ↗
Automatic receipt sent to the familyPowered by Stripe
College Planning
Build better college lists, together.
Combine powerful search tools, trusted college data, and family collaboration to create lists tailored to every student.
- Search filters, pre-loaded lists, and customizable, branded reports
- Fiske Guide, Common Data Set, essays, and deadlines
CollegeFit
C
Carleton CollegeNorthfield, Minnesota · 2,059 students
Reach
UC
UC DavisDavis, California · 31,797 students
Target
PS
University of Puget SoundTacoma, Washington · 1,723 students
Likely
E
View all 8 colleges →
Emory UniversityAtlanta, Georgia · 7,359 students
Reach
Scheduling
Scheduling that works around your practice.
Make it simple for students and families to book meetings while keeping everyone’s calendars connected.
- Shareable booking links and custom meeting types
- Calendar sync, availability, and automatic reminders
Scheduling automation
Calendar connected
Thu15
10:00 AM · 45 minEssay check-inSarah Okafor
✓ Added to your synced calendar
Then it runs itselfReminders go out automatically
@Email24 hours beforeQueued
•••Text1 hour beforeQueued
Trusted industry partners
Athena AI
Essay reviews in 45 seconds — your way
Athena drafts feedback in your reviewing style, connected to each student’s essays and college list, and pushes the comments you approve straight to Google Docs. It never rewrites a student’s essay — and it never trains on your data.
- Turn a 30-minute review into 10 — three times faster through application season
- One-click comments to Google Docs; your judgment stays in charge
A Athena AI essay review
Personal statement · Draft 3
45seconds to
first feedback
first feedback
Finding the fault
The first time our robot failed at regionals, I stayed after everyone else had left to figure out why.
It wasn’t the code — it was a loose servo mount I had rushed the night before.1
That evening in the empty workshop taught me more about engineering than any win since.2
1 Specificity
Bring us into the empty workshop with one sensory detail.
2 Structure
Your closing line could make a powerful opening.
New · MCP integration
Bring your AI to your practice
CollegePlannerPro speaks MCP — the open standard that connects AI assistants to your tools. Plug in Claude, ChatGPT, or any MCP-compatible assistant to ask questions about your caseload, draft family updates, or bridge CollegePlannerPro to the rest of your stack.
- Works with Claude, ChatGPT, and any MCP-compatible assistant
- Permissioned, secure access — your data stays yours
ChatGPT
Claude
Google Docs
Calendar
Stripe
More tools
You askedWhich seniors haven’t submitted their Common App essay?
Three seniors still have essays in progressLive data
- MCMaya ChenDraft in review
- DADiego AlvarezNot started
- PPPriya PatelSubmitted ✓
Ask anything about your caseload...→
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From solo consultants to established firms, CollegePlannerPro helps college planning professionals save time, stay organized, and deliver a better client experience.
“CollegePlannerPro is the best investment I’ve made in my business.”
Colleen ReedAmerican College Consulting★★★★★“Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro.”
“This very non-techie, scared-of-anything-new consultant loves CollegePlannerPro.”
Colleen ReedAmerican College Consulting★★★★★
CollegePlannerPro is the best investment I’ve made in my business and it is my best selling feature (besides my witty personality) when introducing my practice to families.
At family information meetings, I hand the CPP controls over to the student so they can see how easy it is to navigate. They click away on the Testing and Colleges tabs and are blown away by the information at their fingertips. I love students booking their own meetings with the Schedule a Meeting feature. The students love being in control of their list and their process.
CPP is empowering for families and an awesome tool for keeping my business running smoothly.
Shereem Herndon-BrownStrategic Admissions Advice★★★★★
Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro. It’s innovative, intuitive and ever-evolving.
For over five years, CPP has helped us to grow from 25 clients to close to 400. Students and parents find it resourceful and our team of college coaches appreciate the ease of connectivity and wealth of information.
Vita CohenCohen College Consulting★★★★★
I want to tell you that this very non-techie, scared of anything new, consultant loves CollegePlannerPro, as do my students and parents. More importantly, I actually can do it!
I almost gave up at first because it seemed so daunting, but once you get everything set, it becomes very easy. It looks so professional, and it helps keep me and my students organized and on task.
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Your practice works better
Your practice works better
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