CLIENT TRACK PORTAL

Canadian-based cloud storage - view and share files with your clients online on the go!

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What Portal Can Do For You

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Optional Add-On*

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

How It Works

STEP 1 List of Documents
List of Documents

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.

STEP 2 Email Notification Screenshot
Email Notification

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.

STEP 3 Receive Files Screenshot
Receive Files From Clients

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.

More Features

Sync with Google Calendar

Can sync your calendar events, tasks, appointments and more with Google/G Suite calendar.

Client Access

Client can log in at their convenience to view their own tasks and and upload the files you need!

File Cloud Storage

Feel secure knowing that your clients’ information is encrypted and stored in Canada.


Client Track Portal Overview

Video - 5:14 minutes

The video shows a quick overview of the key features within the Client Track Portal; a great add-on that works with your Client Track Desktop.

WATCH DEMOS

PORTAL APP

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!

Get it on Google Play
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca