CLIENT TRACK PORTAL

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

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Portal Demos


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

For Accountant Professionals

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NEW

My Vault

Video - 4:05 minutes

WATCH
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NEW

Secure Email Send

Video - 4:20 minutes

WATCH
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NEW

Secure Document Request

Video - 4:15 minutes

WATCH
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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
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Secure File Sharing

Video - 1:42 minutes

WATCH
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How to Sync with Google Calendar

Video - 3:13 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