CAN Flag USA Flag
Client Track Logo
TOLL-FREE:
1-866-423-8525
Home Button Features Button Pricing Button Downloads Button Buy Button Support Button About Button
Support Icon
Need Help? It's All Here.
We want to give our Client Track customers the best
support system by giving them multiple how-to's
options when it comes to taking advantage of all
the features in Client Track.
Try 30-Day Free Trial Button
Accountant
A look at the daily life of an Accounting Professional and how
Client Track is the right solution for you.
Accounting Professionals spend the majority of their time chasing their clients for
information and trying to manage the status of each of their deadlines each month.
Try Our Cost of Inefficiency Calculator
The Cost Calculator is a fun way to quickly give you a rough idea of how much time and cost you and your staff
spend doing routine tasks in your accounting practice before implementing Client Track.
To start, enter in the hourly rate (rounded to nearest dollar) and number of staff you have below
to calculate the approximate total cost for each rountine task.
Hourly Rate ($): Number of Staff:
1.Determining Which
Clients' Tasks Are Due
On average per day, how much time do you and your
staff spend determining which clients' tasks are due?
Time Spent (minutes/day):
Total Annual Time Spent:
Total Annual Cost ($):
Solution
Client Track includes built-in federal & provincial
due dates which makes scheduling government
returns and payments for your clients easier.
Client Track allows you to quickly view and
organize all of your clients' tasks at a glance.
Learn more about our tasks section.
Tasks Screenshot
Notification Screenshot
2.Notifying Clients Of Their
Upcoming Deadlines
On average per day, how much time do you and your
staff spend manually notifiying your clients of all of
their upcoming deadlines (i.e. typing emails)?
Time Spent (minutes/day):
Total Annual Time Spent:
Total Annual Cost ($):
Solution
With Client Track, you can easily send automatic
notifications to your clients of their upcoming
deadlines by email, fax, letter or phone in seconds.
Client Track allows you to customize the notification
template for each task when you notify your clients
of their upcoming deadlines.
Learn more about our notification feature.
3.Managing Workload To
Get Tasks Done On Time
On average per day, how much time do you and your
staff spend on managing and budgeting all of your
clients' workload?
Time Spent (minutes/day):
Total Annual Time Spent:
Total Annual Cost ($):
Solution
With Client Track, you can allocate tasks to your
staff and quickly view your office's workload.
Client Track gives you the ability to define and
customize the number of steps required to
complete a tax return for your clients.
Learn more about tasks management feature.
Manage Tasks Screenshot
Missing Information Screenshot
4.Tracking What Paperwork
Clients Have Brought In
On average per day, how much time do you and your
staff spend trying to find out what paperwork clients
have brought in and what information is missing?
Time Spent (minutes/day):
Total Annual Time Spent:
Total Annual Cost ($):
Solution
Client Track allows you to easily record and track
what information is missing and what questions
the preparers may have for the client.
Client Track has a communication logger that allows
you and your staff to log in phone calls and client
communications.
Learn more about our missing info feature.
5.Tracking Your Time &
Managing Your AR
On average per day, how much time do you and your
staff spend on entering all of their time information
and creating invoices for your clients?
Time Spent (minutes/day):
Total Annual Time Spent:
Total Annual Cost ($):
Solution
Client Track can track your clients' time by
using built-in timers or by manually entering
time on the calendar.
Client Track can organize and adjust your time
to create flexible itemized or flat rate invoices
for your clients and enter deposits for full A/R.
Learn more about our time & billing section.
TIme & Billing Screenshot
Total Annual Time Spent On All Routine Tasks:
Total Annual Cost Spent On All Routine Tasks: $
Note: The annual total time and cost for each routine task is calculated based on 260 working days. (52 weeks x 5 days/wk)
Free Trial Button
Site Map Join our Mailing List
CLIENT TRACK
Features
Annual Payment Pricing
Upgrades Pricing
When You Buy Client Track
Buy Now
DOWNLOADS
30-Day Free Trial
Upgrades
Documents
SUPPORT
Importing Clients
Getting Started
FAQs
Book a Free Demo
Support Centre
Contact Us
ABOUT
Company
News & Events
Our Partners
Join our Mailing List
Client Track Workshop
Testimonials
Referral Program
Privacy Policy
If you are interested in receiving
Client Track emails to your inbox,
click the 'Sign Up' button below to fill
out a form to be part of our mailing list.
Sign Up To Our Mailing List Button
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.
Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca