A Client Track Desktop licence is required to purchase and access the Client Track Portal.
We offer three different pricing plans for Client Track Portal - see below for more information and pricing.
Global User Licence gives you overall access to all clients' information, tasks, appointments, shared folders and staff's workload. You can have multiple global user licences within a firm. Requires a Client Track Desktop licence to purchase.
Individual User Licence gives you access to only clients, tasks and shared folders that are assigned to you. You can also enjoy features such as Google/G Suite Calendar Sync and Chat. Requires a Client Track Desktop licence to purchase.
You can also setup client access to your Client Track Portal account so that your clients can each access a snapshot of the tasks and missing information for themselves and upload and download documents to a shared folder exclusive to that client.
Client access is sold in a bundle of 25 clients. Requires a mininum of 1 User Licence to purchase.
(savings of $14)
(savings of $11)
(savings of $19)
If you need more storage for your Client Track Portal account, simply send us an email with the following information and we'll get back to you with a quote within 24-48 hours.
Include your full name, firm name, email address, phone number, and storage amount you want.
Have questions about Client Track Portal? Call us at 1-866-423-8525 or email us at email@example.com
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