Client Track Portal

CLIENT TRACK PORTAL

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

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FULL DEMO

Client Track Portal - Full Demo

Video - 35 minutes

New to Client Track Portal and don't know where to start? Don't worry! Check out our full demo and you will become a pro at using Client Track Portal from start to finish.

WATCH FULL DEMO

QUICK DEMOS

We have a selection of quick demos covering key features to help you get started with the Client Track Portal.

For Accountant Professionals

Sync Client Track with Portal

How to Sync
Client Track

Video - 2:56 minutes

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Clients Portal Access

How to Give Clients
Portal Access

Video - 1:42 minutes

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Clients Portal Access

Secure
File Sharing

Video - 1:42 minutes

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File Explorer

How to Use the
File Explorer

Video - 3:40 minutes

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Sync with Google Calendar

How to Sync with
Google Calendar

Video - 3:13 minutes

WATCH

For Your Clients

File Explorer

How to Use the
File Explorer

Video - 1:43 minutes

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Sync with Google Calendar

How to Sync with
Google Calendar

Video - 1:37 minutes

WATCH
Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca