Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

Send Secure Emails & Encrypted
Files To Clients the Fast Way!

14-DAY FREE TRIAL

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


February 2021
- Secure e-Signature Request (ability to add e-Signature to PDF documents for signing).
October 2020
- Manage Firms - Ability to add your own logo
- My Vault - Added 'Copy To' and 'Move To' functionality to file. Click the ... icon on file to view these options.
- Virtual Filing Cabinet - Added 'Copy To' and 'Move To' functionality to file. Click the ... icon on file to view these options.
August 2019
- Secure File Upload (ability to add your secure file upload link to email signature and/or website).
January 2019
- My Vault
- File Explorer renamed as 'Virtual Filing Cabinet'
December 2018
- Secure Document Request
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 Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca