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


Portal Plans

Access to Client Track Portal - Secure File & Email Sending and/or Portal Bundles

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Extra Storage

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

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Portal Plans

Check out all our pricing and find the right plan for you and your firm. Full & Limited Access Portal Bundle licences requires a Client Track 6 Desktop Licence


Full Access Bundle:  Full access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload. Also, includes Secure File & Email Sending.

Limited Access Bundle:  Access to desktop clients, tasks and shared folders that are ONLY assigned to user


Secure File &
Email Sending

INCLUDES:
5GB storage

$19.95
PER MONTH / PER USER

OR

$225
PER YEAR / PER USER

  • 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
  • Storage capacity included (5GB)
  • Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  • Smart phone and tablet compatible
  • Import all of your contacts

  • Sync with powerful Client Track Desktop application
  • Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  • Access to ONLY desktop clients, tasks and shared folders assigned to user
  • Google/G Suite calendar sync
  • Chat messaging
Full Access
Portal Bundle

INCLUDES:
- Access for up to 3 users
- Unlimited Client Access
- 5GB storage

$39.95
PER MONTH / PER USER

OR

$469
PER YEAR / PER USER

  • 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
  • Storage capacity included (5GB)
  • Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  • Smart phone and tablet compatible
  • Import all of your contacts

  • Sync with powerful Client Track Desktop application
  • Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  • Access to ONLY desktop clients, tasks and shared folders assigned to user
  • Google/G Suite calendar sync
  • Chat messaging
Limited Access
Portal Bundle

INCLUDES:
5GB storage

$9.95
PER MONTH / PER USER

OR

$108
PER YEAR / PER USER

  • 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
  • Storage capacity included (5GB)
  • Virtual Filing Cabinet - Cloud-based encrypted file storage for ALL of your clients' files
  • Smart phone and tablet compatible
  • Import all of your contacts

  • Sync with powerful Client Track Desktop application
  • Overall access to ALL desktop clients' information, tasks, appointments, shared folders and staff's workload
  • Access to ONLY desktop clients, tasks and shared folders assigned to user
  • Google/G Suite calendar sync
  • Chat messaging

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 Full or Limited Access licence.

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 Full or Limited Access 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