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About Our Company
We are a software company that has combined
all of the office management tools into one
easy-to-use package designed specifically
for Accounting Professionals.
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About Us
Client Track started as a developer's personal project for his mothers CPA firm, where
over the next few years, more and more features were added into Client Track, which by
now was being used by more and more accountants simply by word of mouth.
Due to the popularity, Client Track was re-developed into a full program in 2002 and was
marketed in 2003 to Accounting Professionals throughout tradeshows, seminars and
events across North America. We have since grown by leaps and bounds and are
continuously improving our product to provide more tools for our clients.
Who Are We?
We are a software company that specializes in designing practice management solutions specifically
for Accounting Professionals.
What Do We Do?
We work directly with Accounting Professionals to identify the challenges they face in running their
busy practices on a day-to-day basis and we design solutions to solve those challenges. Our goal
is to provide a comprehensive solution which centralizes and automates many of the business
processes required by Accounting Firms.
How Do We Benefit?
The key to growing an organized practice where you can provide valuable services and support
for all your clients is to have a system that manages all your clients' information, and more
importantly, manages all your clients' deadlines and tracks who has brought in their paperwork.
By providing a solution where your clients' information, tasks, documentation, questions,
communications, billing, invoicing and appointments are centralized in one place, means your
business has the intelligence and organization to provide valuable services to all your clients
and have room to grow.
Our Service
We want to provide the level of service to our customers which goes above and beyond what they
would typically expect from other software companies. We want our customers to be very happy
in using Client Track, so that they can tell other bookkeepers about our level of service.
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Have questions? Contact us at 1-866-423-8525 or by email at