CLIENT TRACK PORTAL

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

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FREE TRIAL

We are offering a free trial that you can sign up to try our Client Track Portal at no charge to see if it's right for you and your firm. Interested? To get started, simply fill out the form below.

If you have any questions, send us an email at support@clienttrack.ca

Client Track Portal allows you to:

  •  Have a single, secure cloud-based shared folder for each of your clients where both you and your client can add and download their files directly to one place
  •  Send secure emails and files to anyone quickly without the recipient needing any username or account
  •  Request any files you need directly through the shared folder so when the recipient receives the file request and then uploads a file securely, it goes directly to your Client Track Portal shared folder
  •  Our 'My Vault' feature allows you to upload all of your own files and folders so you can store online for your peace of mind
  •  Import your contacts directly from Google contacts or Outlook Online
 
FREE TRIAL FORM
 
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Client Track Portal Overview

Video - 5:14 minutes

The video shows a quick overview of the key features within the Client Track Portal; a great add-on that works with your Client Track Desktop.

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Contact Us

Based in Ontario, CAN

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca