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

Send Secure Emails & Encrypted
Files To Clients the Fast 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 documents to your clients for signing directly from Client Track Portal.

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Extra Storage

Additional space to your Client Track Portal account.

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Portal Plans

To access Client Track Portal, we offer different Portal plans to choose from based on number of users.

Up To 2 Users

$39.00 / PER MONTH2

OR

$425.00 / PER YEAR2

Up To 5 Users

$75.00 / PER MONTH2

OR

$799.00 / PER YEAR2

Up To 9 Users

$125.00 / PER MONTH2

OR

$1,349.00 / PER YEAR2

Need more users?

Contact Mark, our Sales representative via email with your information, how many users you need and he'll get back to you with a quote.

What's Included in the Client Track Portal


  •  Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  •  Send Secure Emails
  •  Send Secure Document Request (by email)
  •  10 FREE Secure e-Signature Requests - Send PDF documents to your clients for signing directly from Client TrackPortal.
  •  Secure email with encrypted files
  •  Virtual Filing Cabinet - Cloud-based encrypted shared file storage so each of your clients can access secure shared folder
  •  Outlook Add-In - Send secure emails & encrypted files right from MS Outlook without needing to log into the Client Track Portal.
  •  Sync with powerful Client Track Desktop application
  •  My Vault - Cloud-based encrypted file storage for ALL of your files for back up and storage
  •  5GB Storage
  •  Chat messaging
  •  Send encrypted large files, up to 2GB
  •  Full cloud-based storage for all sent and received encrypted files
  •  Revoke secure emails & encrypted files sent in error
  •  Easily drag and drop files to quickly send encrypted 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 PDF documents you send out to be signed, not for the number of e-Signatures themselves.


e-Signatures never expire - That's right! You buy how many you need and keep them for as long as you want with no expiry.


10 e-Signature
PDF Documents

FREE
Every Portal firm receives the
FIRST 10 secure e-Signature
Documents for free.

100 e-Signature
PDF Documents

$110.00
($1.10 per PDF document)

500 e-Signature
PDF Documents

$410.00
($0.82 per PDF document)

1,000 e-Signature
PDF Documents

$ 800.00
($0.80 per PDF document)

2,500 e-Signature
PDF Documents

$ 1,950.00
($0.78 per PDF document)

Need More e-Signature
PDF Documents?

The higher the quantity, the lower it costs
per PDF document for signing.
Contact us for a quote.

Extra Storage1

Client Track Portal includes 5GB of storage by default. If you need more, we offer from 10GB to 100GB of extra storage.

Contact us to request a quote.


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

1-866-423-8525

sales@clienttrack.ca

support@clienttrack.ca

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