CLIENT TRACK PORTAL

Cloud-based login system where you and your clients can share files securely online on the go

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FULL DEMO

Client Track Portal - Full Demo

Video - 30 minutes

Full walkthrough on Client Track Portal from start to finish including new features!

WATCH FULL DEMO

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SHORT DEMOS

We have a selection of short demos covering key features to help you get started with the Client Track Portal.

For Accountant Professionals

Sync Client Track with Portal Thumbnail

How to Sync Client Track

Video - 2:56 minutes

WATCH
How To Give Clients Portal Access Thumbnail

How to Give Clients
Portal Access

Video - 1:41 minutes

WATCH
Sync with Google Calendar Thumbnail

How to Sync with Google Calendar

Video - 3:13 minutes

WATCH
Secure File Sharing Thumbnail

Secure File Sharing

Video - 1:42 minutes

WATCH
Secure Email Send Thumbnail

Secure Email Send

Video - 4:20 minutes

WATCH
Secure Document Request Thumbnail

Secure Document Request

Video - 4:15 minutes

WATCH
File Explorer Thumbnail

How to use File Explorer

Video - 3:40 minutes

WATCH

For Your Clients

Sync Client Track with Portal

How to Use the
File Explorer

Video - 1:43 minutes

WATCH
Sync Client Track with Portal

How to Sync with
Google Calendar

Video - 1:37 minutes

WATCH
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca