CLIENT TRACK PORTAL

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

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OPTIONAL ADD-ON*

The Client Track Portal works with our Client Track Desktop software that allows you to access your information online or through a phone app. Your clients can login and see what you are working on, as well as to share files.

Note:  *Requires Client Track 6 Desktop Licence

HOW IT WORKS

•  STEP 1  •

CLIENT TRACK DESKTOP

List of Documents

List of Documents

Client Track allows you to easily list all the documents you require from each client and their respective deadlines.

•  STEP 2  •

CLIENT TRACK DESKTOP

List of Documents

Email Notification

Client Track can then email the client with a deadline date that they must meet to give you the exact lists of documents you need.

•  STEP 3  •

CLIENT TRACK PORTAL

List of Documents

Upload Files Online

Clients can then log into Client Track Portal at their convenience and upload the required documents you need securely online before the deadline.

PORTAL FEATURES

Client Track Portal

Sync with Google Calendar

You can sync your calendar events, tasks, appointments and operating procedures with Google/G Suite calendar.

File Sharing

A shared cloud-based storage system where you and your clients can view, upload files securely online and download them.

Client Access

Client can log in and only view their own tasks, upload documents you need to a shared folder and much more!


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.

WATCH DEMOS

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 Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca