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 PRICING

BEFORE BUYING

1) You must own a Client Track 6 Desktop Licence
2) Have installed the latest update of Client Track 6

User Licences

An User licence is required to access online Client Track Portal

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Client Access

Give specific clients access to log into online Client Track Portal

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Extra Storage

Additional space to your online portal account - 100 GB and 1 TB

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User Licences

To access online Client Track Portal, you must purchase an user licence. Check out below to see what's included in each user licence plan.

1 Both user licences requires Client Track 6 Desktop Licence

Global User Licence1

$19.95
PER MONTH / PER USER3

OR

$225
PER YEAR / PER USER
(savings of $14)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Overall access to ALL clients' information, tasks, appointments, shared folders and staff's workload. You can have multiple Global User Licences within a firm.
  • - Google/G Suite Calendar Sync & Chat Messaging
  • - Includes additional 5GB Storage

Individual User Licence 1

$9.95
PER MONTH / PER USER3

OR

$108
PER YEAR / PER USER
(savings of $11)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Access to ONLY clients, tasks and shared folders assigned to you.
  • - Google/G Suite Calendar Sync & Chat Messaging
  • - Includes additional 5GB Storage

Client Access

In addition to user licences, we offer Client Access plans. With Client Access, you can give specific clients access to the online Client Track Portal where client can log in from any browser, upload and share files with you and vice versa.

2 Requires A Minimum Of 1 Global or Individual User Licence

Business Client Access2

$0.60
PER MONTH / PER CLIENT3

OR

$6.50
PER YEAR / PER CLIENT
(includes 10% Discount)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Clients can log in and only view their own tasks and documents
  • - Google/G Suite Calendar Sync & Chat Messaging

Personal Tax Client Access2

$0.25
PER MONTH / PER CLIENT3

OR

$2.70
PER YEAR / PER CLIENT
(includes 10% Discount)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Clients can log in and only view their own tasks and documents
  • - Google/G Suite Calendar Sync & Chat Messaging

Extra Storage

If you need extra storage for your Client Track Portal account, we offer 100 GB and 1 TB.

2 Requires A Minimum Of 1 Global or Individual User Licence

Extra Storage - 100 GB2

$9.95
PER MONTH3

Extra Storage - 1 TB2

$45.95
PER MONTH3

Want to Purchase More Than 1 Plan?

We offer Portal bundles where you can purchase multiple plans at once for both monthly and annual. You can also remove a plan from the Portal bundle.

BUY MONTHLY BUNDLE BUY ANNUAL BUNDLE

Note:  To remove a plan from bundle, click 'Remove' under plan and when changing quantity, click 'Update'.


1 To purchase Client Track Desktop licence, visit our website at www.clienttrack.ca/buy.html

2 To purchase Client Access and/or Extra Storage, you need a minimum of 1 Global or Individual User Licence of Client Track Portal.

3 Monthly subscriptions are non-refundable. You can cancel your subscription anytime. To cancel, contact us at sales@clienttrack.ca

Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca