Secure Send Email
With our Canadian-based hosted secure file and email sending feature, our goal is simple - to provide a much simpler and easier-to-use secure file and email service that offers the peace of mind required in today's security conscious world.
Secure Document Request
Your recipient receives the email, clicks a button, types their password via a password hint and then uploads the files you have requested in the email notes...it's that easy!See How It Works & Features
Using Outlook Desktop or On The Web, you can add our Portal add-in that allows you to encrypt email/files and the option to add your Secure File Upload link to your Portal secure email signature.See How It Works
Secure File Upload
Each Portal user has an unique secure file upload link that can be added to email signature or website where recipient can click on image and upload the required files to you securely. It's easy, quick, convenient and secure!See How It Works
With the Client Track Portal, you can backup and store all of your own important files into your 'My Vault'. All uploaded files are securely encrypted with banking level encryption so the only person who can open and view your files is you by logging into your own account.
Virtual Filing Cabinet
Client Track Portal automatically creates a Virtual Filing Cabinet for each of your clients where both you and the respective client can upload and share files in a shared Virtual Filing Cabinet. The client can log in and get access to all of the historical finished accounting work you have ever done for them as well as upload all the new files you need to to do their regular accounting and bookkeeping.
With our Client Access plan, you have the ability to give specific clients access to the portal - to log in from any browser or smartphone to view their own tasks, upload and share files with each other.
Sync with Google Calendar
Client Track Portal allows you to sync your calendar events, tasks, appointments and documents/instructions with Google/G Suite calendar.
After giving portal access to a client, the client can then log into the portal from a browser or smartphone and upload the files you need to complete the task (s). Only the accountant can overwrite the files but the client can overwrite file if the accountant unchecks the task as not done.
Client Track Portal shows you a list of all missing information (if any) you need or questions you may have for the client. The client can login at their convenience and upload the required documents you need to complete you task(s).
Client Track Portal gives administrators (Global Account) the ability to add portal accounts for employees within the same company to have access to the information online.
Communicating with your clients has never been easier thanks to Client Track Portal's built-in chat messaging. You and your clients can communicate regarding tasks, missing information, documents you need and more!
We offer a Client Track Portal app for your phone and tablet to make it more convenient for you! The app is compatible with Android devices and available for download.