Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

Send Emails & Files To Clients
the Fast and Secure Way!

14-DAY FREE TRIAL

Pricing

Portal Plans

Access to Client Track Portal; cloud-based login system.

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e-Signature Documents

Send PDF document(s) to your clients for signing directly from Client Track Portal.

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Extra Storage

Additional space to your Client Track Portal account - 10, 25 and 100GB.

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Portal Plans

To access Client Track Portal, we offer three different portal plans based on number of users you need. Need more users?

Up To 2 Users

$35.00
PER MONTH2

OR

$379.00
PER YEAR 2

Up To 5 Users

$65.00
PER MONTH2

OR

$709.00
PER YEAR2

Up To 9 Users

$99.00
PER MONTH2

OR

$1,095.00
PER YEAR2

What's Included in the Client Track Portal

  •  Sync with powerful Client Track Desktop application
  •  Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  •  Send Secure Email
  •  Send Secure Document Request (by email)
  •  Virtual Filing Cabinet - Cloud-based encrypted shared file storage so each of your clients can access a unique secure shared folder
  •  Outlook Add-In - Encrypt your email and upload files in MS Outlook without logging into Portal
  •  10 FREE Secure e-Signature Requests - - Send PDF document to your clients for signing directly from Client Track Portal.
  •  My Vault - Cloud-based encrypted file storage for ALL of your files for back up and storage
  •  5GB Storage
  •  Encrypted e-mail
  •  Chat messaging
  •  Send large files, up to 2GB
  •  Full cloud-based storage for all sent and received files
  •  Revoke secure files and emails sent in error
  •  Easily drag and drop files to quickly send files securely
  •  Can set limits for receipients for how long a secure file is available for download
  •  Online dashboard that provides full status info to see proof of delivery and receipient file download status
  •  View information for every e-mail sent or received
  •  Smart phone and tablet compatible
  •  Import all of your contacts

e-Signature Documents1

An e-Signature Document is a single PDF that can have as many e-Signatures as you like within that PDF. You only pay for the number of PDFs you send out to be signed, not for the number of e-Signatures themselves.

Note:  Every Portal user receives 10 FREE Secure e-Signature Documents..

100 e-Signature Documents

$85.00

500 e-Signature Documents

$410.00

1,000 e-Signature Documents

$800.00

2,500 e-Signature Documents

$1,950.00

Extra Storage1

If you need extra storage for your Client Track Portal account, we offer ranges from 10GB to 100GB. Need more users?

10GB Extra Storage

$9.95
PER MONTH2

OR

$108
PER YEAR2

25GB Extra Storage

$14.95
PER MONTH2

OR

$169
PER YEAR2

100GB Extra Storage

$59.99
PER MONTH2

OR

$699
PER YEAR2

Need more users or extra storage?

Contact Mark, our Sales representative at mark@clienttrack.ca with your information, the amount of users and/or storage you need and he'll get back to you with a quote.

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1 To purchase Extra Storage or e-Signature Documents, you need a minimum of 1 licence of Client Track Portal.

2 Monthly & Annual subscriptions are non-refundable. You can cancel your subscription anytime. To cancel, view our Cancellation Policy.

Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca

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