Client Track Portal is a secure and encrypted cloud-based system that allows you to view your clients’ information online, securely send emails & encrypted files, allow clients to easily upload files to make the process of chasing for missing information much less painful and much more!
Securely send emails and encrypted files to any email address without your recipient needing to log into any accounts.
Send encrypted PDF documents to your clients for signing from Client Track Portal using Secure e-Signature Request feature.
Clients can log in from any browser to view secure shared folders where you and your client can upload and share encrypted files with each other.
Add your own secure file upload link image to your email signature or website where anyone can click the image and securely upload encrypted files to you.
Send secure emails & encrypted files right from MS Outlook without needing to log into the Client Track Portal.
Client Track Portal works with our Client Track Desktop (optional) - access your clients' information online via browser or smartphone.
Send Secure Emails
Send secure emails & encrypted files to any recipient
Easily drag and drop files to quickly send encrypted files securely
Send large encrypted files, up to 2GB
Totally encrypted and secure system in compliance with Canada's PIPEDA Privacy Act
All information is encrypted and stored online in Canada
Share Files with Clients & Request Documents
Virtual Filing Cabinet - You and your clients can upload and share files with each other via a secure shared folder using our 'Virtual Filing Cabinet
Anyone can securely send you encrypted files at any time using a 'Secure File Upload' link in your email signature or website
Easily drag and drop encrypted files to shared folder
e-Signature Documents, Outlook Add-In & More!
e-Signature Documents - Send PDF documents to your clients for signing from Client Track Portal using Secure e-Signature Request.
Outlook Add-In - Send secure emails & encrypted files right from MS Outlook without needing to log into the Client Track Portal.
Backup and store all of your files in an encrypted ‘My Vault’
Chat messaging with clients and more!