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

Secure File Upload allows you send a secure email with attached files to clients without logging into the Poral. Read below on how it works and how to add this link to your email signature or website.

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 Secure File 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
Client enters in information and upload the files you need

Upon clicking the secure file upload link, the client 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 client has uploaded files to you - files automatically appear in your Signature Uploads folder in Client Track Portal (see above).

Secure File Upload Setup

To get started on how to add Secure File Upload link to your email signature and/or website, click below.

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