Client Track Portal is a cloud-based login system that allows you to view your clients’ information, securely share and request files from your clients to make the process of chasing them down for missing information much less painful.
Feel secure knowing that your clients’ information is encrypted and stored in Canada and hosted by Microsoft Azure.
Client Track Portal works with our Client Track Desktop - access your clients' information online via browser or smartphone.
Easily and securely send an email and file(s) to any email address without your recipient needing to log into any accounts.
Add your own secure file upload link to email signature/website where recipient can click on and upload files to you.
Client can log in from any browser to view shared folder where you and your client can upload and share files with each other.
Encrypt, upload files, create password hint and send secure email in MS Outlook without logging into Client Track Portal.
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
Is an easier alternative to traditional FTP and emails
All data is Encrypted in transit and while stored online
Share Files with Clients & Document Request
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
Sync, Outlook Add-In and more...
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’
Sync with Google/G-Suite Calendar
Chat messaging with clients and more!
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.
Compose message in Outlook and click ‘Encrypt Email’. Upload your files,add password hint and send encrypted email. No need to log into seperate window any more!
Client receives an email notification of encrypted email. Click ‘View/Download Encrypted Email’ - insert password to unlock the email content and attached files. That’s it!
In our browser-based Portal, click ‘Send Secure Emails & Files’ from sidebar. Select email type, type in information for recipient, compose message, add password hint, drag ‘n drop files and click ’Send’. Email and uploaded files are encrypted.
Client receives an email notification of secure email. Click ‘View Your Email’ - insert password to unlock the email content and attached files. No Portal account required.
Client clicks on the Secure file image in email signature and fills out the Secure Email form and uploading the files you need and then click ‘Submit’.
An email notification gets automatically sent to you indicating that client has uploaded files into your Virtual Filing Cabinet. Open the appropriate folder to view the files.
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.
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!