CLIENT TRACK PORTAL

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

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PRICING

We offer two types of portal plans: Secure File & Email Sending and Full Access Portal Bundle. See below on our pricing options, what's included and list of all of the features in each plan. We also offer additional pricing models for extra storage.

Need more storage?

Portal Plans

Select the plan that is right for you and your firm.


* To purchase Full Access Portal Bundle, you must own a minimum of 1 licence of Client Track 6 Desktop. *

Secure File & Email Sending does not require a Client Track 6 Desktop licence.


Full Access Portal Bundle

INCLUDES:
- Sync with Client Track Desktop
- Access for up to 3 users
- Unlimited Client Access
- 5GB storage

$39.95
PER MONTH / PER USER

OR

$469
PER YEAR / PER USER

FEATURES

  •  Sync with powerful Client Track Desktop application
  •  Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  •  Google/G Suite calendar sync
  •  Chat messaging
  •  Send Secure Email
  •  Send Secure Document Request (by email)
  •  Send large files, up to 2 GB
  •  Encrypted e-mail
  •  Full cloud-based storage for all sent and received files
  •  Revoke secure files and emails sent in error
  •  Easy drag and drop files to quickly send files securely
  •  Can set limits for recipients 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
  •  My Vault - Cloud-based encrypted file storage for ALL your files for back up and storage
  •  Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  •  Smart phone and tablet compatible
  •  Import all of your contacts
Secure File & Email Sending

INCLUDES:
5GB storage

$19.95
PER MONTH / PER USER

OR

$225
PER YEAR / PER USER

FEATURES

  •  Send Secure Email
  •  Send Secure Document Request (by email)
  •  Send large files, up to 2 GB
  •  Encrypted e-mail
  •  Full cloud-based storage for all sent and received files
  •  Revoke secure files and emails sent in error
  •  Easy drag and drop files to quickly send files securely
  •  Can set limits for recipients 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
  •  My Vault - Cloud-based encrypted file storage for ALL your files for back up and storage
  •  Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  •  Smart phone and tablet compatible
  •  Import all of your contacts

Extra Storage

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

Note:  Requires A Minimum Of 1 licence of Secure File & Email Sending or Full Access Portal Bundle.

Extra Storage - 10GB2

$9.95
PER MONTH3

OR

$108
PER YEAR3

Extra Storage - 25GB2

$14.95
PER MONTH3

OR

$169
PER YEAR3

Extra Storage - 100GB2

$59.99
PER MONTH3

OR

$699
PER YEAR3

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

2 To purchase Extra Storage, you need a minimum of 1 licence of Secure File & Email Sending or Full Access Portal Bundle.

3 Monthly & Annual 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