CLIENT TRACK PORTAL

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

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KEY FEATURES

Sync with Google Calendar

Client Track Portal allows you to sync your calendar events, tasks, appointments and documents/instructions with Google/G Suite calendar.

Documents/Instructions

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 Access

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.

Portal Accounts

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.

Missing Information

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).

Chat Messaging

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!


PORTAL APP

We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.

Download Portal app now!

Get it on Google Play
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca