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Client Track combines all of the office management
tools into one easy-to-use package for Accounting
Professionals to help them run and grow
their practice.
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Document Vault
Adding & Organizing Your Client's Files
The goal of the Document Vault is that is gives you the ability to organize and manage all of
your clients' files in one place. Each client has its own Document Vault where you can drag 'n
drop all of your clients' files and documents into it. Client Track records the shortcut of the
actual files and displays an icon in the white box. You can organize your clients' files into
categories so that all the information is at your fingertips regardless of where your files are
saved on your computer or network.
Document Vault Screenshot
Document Vault Features:
•  Drag 'n drop your business or personal tax clients' files into appopriate categories.
•  Add, edit, open and delete shortcut links of your clients' files.
•  Import any type of file and image format into the Document Vault.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca