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 UPDATES

As Client Track Portal continue to grow with new features and improvements, we like to provide updates on what's been added.

What's Been Added


December 2018
• Secure File and Email Sending. Read more
September 2018
• Ability to be notified by email when clients upload documents
• Ability to export tables to pdf, excel, and copy to clipboard
• Column customization (view/hide columns based off what the client wants to see)
• Accountant can overwrite files - client can overwrite if the accountant unchecks it as not done
• New and improved look for both desktop and mobile
• Updated responsive design and compact design option (compact design is default)
• Bug and performance fixes
June 2018
• Secure file sharing - send secure encrypted file link to third-party via email to download file
• Filter tasks/operating procedures by timeframe
• Mass file upload
• Ability to view files in column view (currently grid view option only)
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca