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 - 35 minutes

New to Client Track Portal and don't know where to start? Don't worry! Check out our full demo and you will become a pro at using Client Track Portal from start to finish.

WATCH FULL DEMO

QUICK DEMOS

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

Accountant Side

Sync Client Track with Portal

How to Sync
Client Track

Video - 2:56 minutes

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Clients Portal Access

How to Give Clients
Portal Access

Video - 1:42 minutes

WATCH
Clients Portal Access

Secure
File Sharing

Video - 1:42 minutes

WATCH
File Explorer

How to Use the
File Explorer

Video - 3:40 minutes

WATCH
Sync with Google Calendar

How to Sync with
Google Calendar

Video - 3:13 minutes

WATCH

Client Side

File Explorer

How to Use the
File Explorer

Video - 1:43 minutes

WATCH
Sync with Google Calendar

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