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We Have What You Need
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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Importing & Integration
Importing Business & Personal Tax Clients
Client Track can get you up and running quickly by importing all of your clients' government, business
and personal information from many different software packages into Client Track.
Importing Clients Screenshot
•  Act!
•  Maximizer
•  Sage 50 Accounting
•  QuickBooks
•  Profile
•  DrTax
•  Tax Prep
•  Sage Timeslips
•  Visual Tax
•  Microsoft Excel
•  Microsoft Outlook
•  Transfer Business Clients to Personal Tax Section
Integration with other critical software packages is a key component of running an efficient office
management system where you can enter your data once and the information will be accurately
filtered to other software packages.
Invoicing & AR to QuickBooks
Client Track allows you to transfer your invoice & AR information into Quickbooks so you can avoid
entering information twice. Client Track truly brings extra value by becoming a bridge software
solution by allowing you to import and synchronize your clients' information across several different
software packages.
Microsoft Outlook Synchronization
Client Track synchronizes with Microsoft Outlook and allows you to transfer your clients' information,
tasks and appointments back and forth to Microsoft Outlook. You can use Microsoft Outlook to
transfer your data to your smartphones like Blackberrys, Android devices & iPhone.
Outlook Synchronization Screenshot
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Have questions? Contact us at 1-866-423-8525 or by email at