Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

Send Emails & Files To Clients
the Fast and Secure Way!

14-DAY FREE TRIAL

Client Track Portal is a secure and encrypted cloud-based system that allows you to view your clients’ information and securely share and request files from your clients to make the process of chasing them down for missing information much less painful.

Client Track Portal Benefits

Send Secure Emails & Files

Easily and securely send an email and file(s) to any email address without your recipient needing to log into any accounts.

e-Signature Documents

Send PDF documents to your clients for signing from Client Track Portal using Secure e-Signature Request feature.

Share Files with Clients

Clients can log in from any browser to view unique shared folders where you and your client can upload and share files with each other.

Secure File Upload Link

Add your own secure file upload link image to your email signature or website where anyone can click the image and securely upload files to you.

Sync with Client Track

Client Track Portal works with our Client Track Desktop - access your clients' information online via browser or smartphone.

Integrates with MS Outlook

Encrypt, upload files, create password hints and send secure emails right from within MS Outlook without needing logging into the Client Track Portal.

What Client Track Portal Can Do For You

Send Secure Email

Securely send emails and files to any recipient

Easily drag and drop files to quickly send files securely

Send large files, up to 2GB

Totally encrypted and secure system in compliance with Canada's PIPEDA Privacy Act

All information is encrypted and stored online in Canada

Share Files with Clients & Request Documents

You and your clients can upload and share files with each other via a secure shared folder using our 'Virtual Filing Cabinet

Anyone can securely send you files at any time using a 'Secure File Upload' link in your email signature or website

Easily drag and drop files to shared folder

e-Signature Documents, Outlook Add-In & More!

e-Signature Documents - Send PDF document to your clients for signing from Client Track Portal using Secure e-Signature Request.

Outlook Add-In - Encrypt your email and upload files in MS Outlook without logging into Portal

Backup and store all of your files in an encrypted ‘My Vault’

Chat messaging with clients and more!

Client Track Portal is designed specifically for businesses where security and encryption is critical. All data sent through the portal is entirely encrypted, at all times, while in transit and while stored online.

How To Securely Send & Receive Files
Using the Client Track Portal

Send Secure Emails with Outlook Add-In


Step 1 - You

Portal - Outlook Add-In

Compose message in Outlook and click Encrypt Email. Upload your files,add password hint and send encrypted email.

Step 2 - Your Client

Portal - Secure Email Notification

Client will receive an email notification of the encrypted email. They simply click the View/Download Encrypted Email button and then type their password to unlock the email content and attached files. That’s it!

Send Secure Emails Using Our Online Portal


Step 1 - You

Portal - Secure Email Send

In Client Track Portal, go to ‘Send Secure Emails & Files’ from sidebar. Select Secure Send as email type, type in recipient's email, subject title, add password & password hint, upload file(s) and click ’Send’.

Step 2 - Your Client

Portal - Secure Email Notification

The client receives an email notification of their secure email. They simply click the View Your Email button and then type their password to unlock the email content and attached files.

Add Secure E-Signature Request to PDF Documents


Step 1 - You

Portal - Upload File Smartphone

In Client Track Portal, go to ‘Send Secure Emails & Files’ from sidebar. Select Secure e-Signature Request as email type, type in recipient's email, subject title, add password & password hint, upload file(s) you need signing and click ’Send’.

Add input fields to PDF document including e-Signature for client to sign and click Finish Signature Process. That's it!

Step 2 - Your Client

Portal - Virtual Filing Cabinet

The recipient will receive an email notification of e-Signature request email. They simply click the View/Download Encrypted Email button, type their password to unlock the access to sign the PDF document. That's it!

After signing, the PDF signed document automatically go into that particular client's shared folder called Emailed Files in Client Track Portal so it is automatically saved and the client can access it anytime.

Anyone can Securely Send You Files At Anytime Using the
'Secure Upload Link' in Your Email Signature and On Your Website


Step 1 - Your Client

Portal - Upload Link Signature

The client clicks on the Secure file image in your email signature and fills out the Secure Email form and uploads the files they want to send you and clicks Submit.

Step 2 - You

Portal - Signature Uploads

An email notification automatically gets sent to you indicating that client has uploaded files into your portal account and provides a link to where the files are saved.

Give Clients Portal Access to Common Shared Folder


You & Your Client

Portal - Secure Email Notification

You can give specific clients access to the Portal - client logs in from any browser or smartphone to view a shared folder where you and the client can upload and share files with eachother via Shared Virtual Filing Cabinet.

Send and Upload Secure Files Using Your Smartphone


Step 1 - Your Client

Portal - Upload File Smartphone

Take a photo using your smartphone of a 1-page document (i.e receipt). It's that simple!

Step 2 - Your Client

Portal - Virtual Filing Cabinet

Login and go to the folder in the portal you want to upload to photo to and click the Upload a File button. Select the photo and you're done!

Our Intuitive user experience means your customers
will say "Thank You!" and nothing else.

How The Desktop Sync Works

Client Track Portal is an optional cloud-based add-on that works with Client Track Desktop.

Step 1 - Sync Client Track Desktop with Client Track Portal

Step 2 - Log into the Portal from any browser or smartphone - manage your clients’ information, tasks, send secure email to client requesting missing information and more!

Step 3 - Give specific clients access to Portal to log in and upload the required files via shared common folder

Step 4 - Any changes within the Client Track Desktop, such as clients' information, tasks, missing information automatically syncs to the online Client Track Portal.

Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca