Toll-Free: 1-866-423-8525  I  sales@clienttrackportal.com

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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Payment Requests

Ability to request payments via secure email from your clients.

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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.

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)
  •  10 FREE Secure e-Signature Requests - Send PDF documents to your clients for signing directly from Client Track Portal.
  •   5 FREE Secure Payment Request Emails - 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
  •  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 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.

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)
Buy Now

500 e-Signature
PDF Documents

$410.00
($0.82 per PDF document)
Buy Now

1,000 e-Signature
PDF Documents

$ 800.00
($0.80 per PDF document)
Buy Now

2,500 e-Signature
PDF Documents

$ 1,950.00
($0.78 per PDF document)
Buy Now

Need More e-Signature
PDF Documents?

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

Secure 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

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

1-866-423-8525

sales@clienttrackportal.com

support@clienttrackportal.com

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