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.
Easily and securely send an email and file(s) to any email address without your recipient needing to log into any accounts.
Send PDF documents to your clients for signing from Client Track Portal using Secure e-Signature Request feature.
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.
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.
Client Track Portal works with our Client Track Desktop - access your clients' information online via browser or smartphone.
Encrypt, upload files, create password hints and send secure emails right from within MS Outlook without needing logging into the 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
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!