Client Track Portal

CLIENT TRACK PORTAL

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

BUY NOW VIEW FEATURES

PLANS & PRICING

BEFORE BUYING

1) You must own a Client Track 6 Desktop Licence
2) Have installed the latest update of Client Track 6

User Licences

To access Client Track Portal, you must purchase an user licence. Check out below to see what's included in each user licence plan.

Global User Licence 1

1 Requires Client Track 6 Desktop Licence

$19.95
PER MONTH / PER USER3

OR

$225
PER YEAR / PER USER
(savings of $14)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Overall access to ALL clients' information, tasks, appointments, shared folders and staff's workload. You can have multiple Global User Licences within a firm.
  • - Google/G Suite Calendar Sync
  • - Chat Messaging
  • - Includes additional 5GB Storage

Individual User Licence 1

1 Requires Client Track 6 Desktop Licence

$9.95
PER MONTH / PER USER3

OR

$108
PER YEAR / PER USER
(savings of $11)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Access to ONLY clients, tasks and shared folders assigned to you.
  • - Google/G Suite Calendar Sync
  • - Chat Messaging
  • - Includes additional 5GB Storage

Client Access

In addition to user licences, we offer Client Access plans. With Client Access, you can give specific clients access to the online Client Track Portal where client can log in from any browser, upload and share files with you and vice versa.

Business Client Access1

2 Requires A Minimum Of 1
Global or Individual User Licence

$0.60
PER MONTH / PER CLIENT3

OR

$6.50
PER YEAR / PER CLIENT
(includes 10% Discount)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Clients can log in and only view their own tasks and documents
  • - Google/G Suite Calendar Sync
  • - Chat Messaging

Personal Tax Client Access 1

2 Requires A Minimum Of 1
Global or Individual User Licence

$0.25
PER MONTH / PER CLIENT3

OR

$2.70
PER YEAR / PER CLIENT
(includes 10% Discount)
What's Included
  • - Access to Client Track Portal (browser & app)
  • - Clients can log in and only view their own tasks and documents
  • - Google/G Suite Calendar Sync
  • - Chat Messaging

Want to Purchase More Than 1 Plan?

We offer Portal bundles where you can purchase multiple plans at once for both monthly and annual. You can also remove a plan from the Portal bundle.

BUY MONTHLY BUNDLE BUY ANNUAL BUNDLE

Note:  To remove a plan from bundle, click 'Remove' under plan and when changing quantity, click 'Update'.


Need More Storage?

If you need more storage for your Client Track Portal account, simply send us an email at sales@clienttrack.ca with your full name, firm name, email address, phone number and the storage amount you need and we'll get back to you with a quote within 24 hours.


1 To purchase Client Track Desktop licence, visit our website at www.clienttrack.ca/buy.html

2 To purchase Client Access, you need a minimum of 1 Global or Individual User Licence of Client Track Portal.

3 Monthly subscriptions are non-refundable. You can cancel your subscription anytime. To cancel, contact us at sales@clienttrack.ca

Contact Us

Based in Ottawa, ON

TOLL-FREE:
1-866-423-8525

sales@clienttrack.ca