Client Track Portal

MONTHLY

^$ 24.00 PER USER / MONTH

*** Includes 50 E-SIGNATURES a year per user ***

Buy Monthly

YEARLY

^$ 249.00 PER USER / YEAR

*** Includes 100 E-SIGNATURES a year per user ***

Buy Yearly

The complimentary e-Signatures you get as part of your Client Track Portal package never expire and you can retain unused e-signatures across years, in addition to the additional e-signatures we give you each year on your renewal date.

Additional e-Signature Documents

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.

100 e-Signature
PDF Documents

^$ 110.00

($1.10 per PDF document)

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500 e-Signature
PDF Documents

^$ 410.00

($0.82 per PDF document)

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1,000 e-Signature
PDF Documents

^$ 800.00

($0.80 per PDF document)

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2,500 e-Signature
PDF Documents

^$ 1,950.00

($0.78 per PDF document)

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Need more e-Signature Documents?

The higher the quantity, the lower it costs per PDF document for signing. Contact us for a quote with your information and how many e-Signature Documents you need.

Request 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)
Secure e-Signature Requests - Send PDF documents to your clients for signing directly from Client Track Portal.
Secure Payment Requests - Request payment via secure email from your clients and the money automatically gets collected from the client and is deposited to your bank account in 7 days.
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 Client Track Desktop application (Canadian users only)
My Vault - Cloud-based encrypted file storage for ALL of your files for back up and storage

5Gb Storage per user
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

Payment Request Emails

Secure payment email requests is a very simple way of requesting payments via secure email from your clients and the money goes directly into your bank account. We offer two types of secure payment request email pricing.

Pay-As-You-Go

This option is perfect for the Accounting Professionals who only need to send the occasional payment request to clients who can only pay by credit card.

^$2.50 / PER TRANSACTION FEE

2.9% interchange fee

Payment Request Subscribers

This option is perfect for the Accounting Professionals who see the value in using the payment request emails for all their clients each month and we allow unlimited payment request emails for a fixed subscription fee each month.

^$ 0.30 / PER TRANSACTION FEE

2.9% interchange fee

Ask us for a quote for the monthly subscription fee

Email Us

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