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


Portal Updates

As Client Track Portal continue to grow with new features and improvements, we like to provide updates on what's been added.

What's Been Added

January 2019
• My Vault
• File Explorer renamed as 'Virtual Filing Cabinet'
December 2018
• Secure File & Email Sending. Read more
• Secure Document Request
September 2018
• Ability to be notified by email when clients upload documents
• Ability to export tables to pdf, excel, and copy to clipboard
• Column customization (view/hide columns based off what the client wants to see)
• Accountant can overwrite files - client can overwrite if the accountant unchecks it as not done
• New and improved look for both desktop and mobile
• Updated responsive design and compact design option (compact design is default)
• Bug and performance fixes
June 2018
• Secure file sharing - send secure encrypted file link to third-party via email to download file
• Filter tasks/operating procedures by timeframe
• Mass file upload
• Ability to view files in column view (currently grid view option only)
Contact Us

Based in Ontario, CAN