CLIENT TRACK PORTAL

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

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Secure File Upload

We've added a brand new feature to Client Track Portal; Secure File Upload. This feature allows recipients to upload secure files to you. To see how it works, how to add this link to your email signature or website, read below.

It's easy, quick, convenient and SECURE!

How Secure File Upload Works

STEP 1 Signature Link
Click secure file upload link via email signature or website

As a Portal user, you have your own unique signature upload link. Copy your link and add it to your email signature or website and send to recipient to upload files to you.

STEP 2 Upload Secure Files
Recipient enters in information and upload the files you need

Upon clicking the secure file upload link, the recipient drags 'n drop the required files you need, enter in email, subject name and submit. That's it! All files will be encrypted.

STEP 3 Email Notification
Portal user receives an email notification of the uploaded files

Portal user receives an email notification that the recipient has uploaded files to you - files automatically appear in your Virtual Filing Cabinet in Client Track Portal (see below).

Secure File Upload Setup

Client Track Portal allows you to add your unique secure file upload link to your email signature and/or website. To get started, click below and follow the steps. The process is quick and easy.

Setup - Email Signature Link Setup - Website Link

PORTAL APP

We also offer a Client Track Portal app for your phone and tablet to make it much more convenient for you! The app is compatible with Android devices and available for download for FREE on Google Play.

Download Portal app now!

Get it on Google Play
Contact Us

Based in Ontario, CAN

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca