CLIENT TRACK PORTAL

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

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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  •

CLIENT TRACK DESKTOP

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  •

CLIENT TRACK DESKTOP

List of Documents

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  •

CLIENT TRACK PORTAL

List of Documents

Receive the Files From Your Clients

Easily 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.

What Can Portal Do For You

Client Track Portal

Sync with Google Calendar

You 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 Sharing

You and your clients can securely share files with any external person via email to download file

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