Client Track Portal works with our Client Track Desktop software that allows you to access your clients' information online via browser or smartphone. Your clients can login to view their own tasks and upload the files you need.
Note: *Requires Client Track 6 Desktop Licence
Client Track allows you to list all the required documents you need from each client and their respective deadlines. In addition, you can provide instructions relating to document.
After listing the required documents in Client Track, you then email the client with a deadline date that they must meet to give you the documents you need.
Track which documents you need from your clients and indicate what has been received; whether the client walks in the front door with paperwork or uploads the documents themselves online.
You can sync your calendar events, tasks, appointments and more with Google/G Suite calendar.
Client can log in at their convenience to view their own tasks and and upload the files you need!
Our Canadian-based hosted secure file and email sending feature is as easy as sending and receiving a bank eTransfer.
Feel secure knowing that your clients’ information is encrypted and stored in Canada
We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.
Download Portal app now!