Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

Send Secure Emails & Encrypted
Files To Clients the Fast Way!

14-DAY FREE TRIAL

Demo Videos


*** Check out our 14 short tutorial videos here ***


Full Demo (30:27 minutes)


Short Demos

We have a selection of short demos covering specific features to give you exactly what you are looking for.

*** Note: To view video in full screen mode, click the bottom right icon of the video controls.


Sending Secure Emails & Encrypted Files

Secure Email Send

Secure Email Send

How to send secure emails and encrypted files to clients directly from Client Track Portal.

  • 4:20 minutes
  • WATCH
Secure Document Request

Secure Document Request

How to send secure emails requesting documents from clients directly from Client Track Portal.

  • 4:15 minutes
  • WATCH
Secure e-Signature Request

Secure e-Signature Request

How to send PDF documents to your clients for signing directly from Client Track Portal.

  • 5:44 minutes
  • WATCH
Secure e-Signature Request (Outlook Add-In)

Secure e-Signature Request (Outlook Add-In)

How to send PDF documents to your clients for signing directly from our Portal's Outlook Add-In.

  • 2:26 minutes
  • WATCH
Outlook Add-In

Send Secure Emails (Outlook Add-In)

How to send secure email & encrypted files to your clients directly from our Portal's Outlook Add-In.

  • 6:17 minutes
  • WATCH
Secure Upload Link - Email Signature

Send Secure Emails (Email Signature)

How to send secure email & encrypted files to anyone from the secure upload link in your email signature.

  • 4:21 minutes
  • WATCH
Secure Upload Link - Website

Send Secure Emails (Website)

How to send secure email & encrypted files to anyone from the secure upload link on your website.

  • 0:54 minutes
  • WATCH

Document Sharing & More

Virtual Filing Cabinet

Virtual Filing Cabinet

How to upload and share files with your clients via a shared secure folder.

  • 3:03 minutes
  • WATCH
Document Sharing (Client Side)

Document Sharing
(Client Side)

How client can upload a document to user via the Virtual Filing Cabinet

  • 2:14 minutes
  • WATCH
File Sharing

Clients File Sharing Only

How to only give client file sharing access including Virtual Filing Cabinet, My Vault, Chat and Your Account.

  • 1:39 minutes
  • WATCH
My Vault

My Vault

How to backup and store your important files into 'My Vault' that only you can open and view.

  • 4:05 minutes
  • WATCH
Manage Firm

Manage Firm

How to add users, create usernames, view all Portal accounts, and manage user types - all as administrator.

  • 2:19 minutes
  • WATCH
Sync Client Track

Sync Client Track Desktop

How to sync Client Track Desktop with online Portal including clients' information, tasks and more!

  • 2:56 minutes
  • WATCH
Contact Us

Based in Ontario, Canada

1-866-423-8525

sales@clienttrack.ca

support@clienttrack.ca

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