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 Features


Secure Send Email

Our Canadian-based hosted secure file and email sending feature is as easy as sending and receiving a bank eTransfer. 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

My Vault

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.

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.

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.

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).

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.

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