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 online Portal - Secure File & Email Sending and/or User Licences

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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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Portal Plans

Check out all our pricing and find the right plan for you and your firm.

Note:  Full & Limited Access Portal User licences requires a Client Track 6 Desktop Licence

Secure File &
Email Sending

$19.95
PER MONTH / PER USER

OR

$225
PER YEAR / PER USER

  • Secure File Sending by email
  • Secure File Request by email
  • Send large files, up to 4 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
  • Cloud-based encrypted file storage for ALL files sent through our secure email
  • Cloud-based encrypted file storage for ALL of your clients' uploaded 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
  • Storage capacity included (5GB)
Full Access
Portal User

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

$29.95
PER MONTH / PER USER

OR

$339
PER YEAR / PER USER

  • Secure File Sending by email
  • Secure File Request by email
  • Send large files, up to 4 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
  • Cloud-based encrypted file storage for ALL files sent through our secure email
  • Cloud-based encrypted file storage for ALL of your clients' uploaded 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
  • Storage capacity included (5GB)
Limited Access
Portal User

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

$9.95
PER MONTH / PER USER

OR

$108
PER YEAR / PER USER

  • Secure File Sending by email
  • Secure File Request by email
  • Send large files, up to 4 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
  • Cloud-based encrypted file storage for ALL files sent through our secure email
  • Cloud-based encrypted file storage for ALL of your clients' uploaded 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
  • Storage capacity included (5GB)

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