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| 1-866-423-8525 |
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| Which is Right For You? |
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What makes Client Track great other than how
easy it is to use is how affordable it is. Choose
which edition is right for you and your office. |
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| Pricing |
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We offer two editions of Client Track; Task and Time & Billing and Engagement Workflow and
the option to purchase either edition with our Portal bundle. What is Client Track Portal?. |
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| *** To view full pricing and what's included in each edition, click below. *** |
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Engagement Workflow |
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Manage tasks, send auto-notifications upcoming deadlines, schedule appointments,
track and record missing information, create and customize invoices, reports and PROJECTS! |
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Engagement Workflow Features |
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*** CREATE & MANAGE PROJECTS *** |
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• Import Business & Personal
Tax Clients (T1 & T2)
• Synchronize with MS Outlook
• Client Information
• Search & Edit Client Information
• Tasks Management |
• Client Auto-Notifications
• Appointments Scheduler
• Track & Record Missing Information
• Communication Logger
• Address Book
• Document Vault |
• Label Merge
• Reports
• Advanced Time & Billing Reports
• Time Recording & Entry
• Complete A/R & Client Deposit
• Create & Customize Invoices |
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| $1,899 |
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| $1,349 |
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| Need More Users? Contact Mark at 1-866-423-8525 ext.101 or via email for quote. |
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Client Track Portal |
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Client Track Portal is a cloud-based login system that allows you securely send emails, request and
share files and e-sign PDF documents with your clients in one combined solution. |
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| Learn More About Client Track Portal |
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Client Track Portal Features |
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• Sync with powerful Client Track Desktop
• Overall access to ALL desktop clients' information,
tasks, appts, shared folders and staff's workload
• Send Secure Email
• Send Secure Document Request (by email)
• Virtual Filing Cabinet - Cloud-based encrypted file
storage for ALL of your clients' files
• Outlook Add-In - Cloud-based encrypted shared file
storage so each of your clients can access a unique
secure shared folder
• 10 FREE Secure e-Signature Requests - Send PDF
document to your clients for signing directly from
Client Track Portal.
• My Vault - Cloud-based encrypted file storage for ALL
of your files for back up and storage
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• 5GB Storage
• Encrypted e-mail
• Chat messaging
• Send large files, up to 2GB
• Full cloud-based storage for all sent and received files
• Revoke secure files and emails sent in error
• Easily drag and drop files to quickly send files securely
• Can set limits for receipients for how long a secure file
is available for download
• Online dashboard that provides full status info to see
• View information for every e-mail sent or received
• Smart phone and tablet compatible
• Import all of your contacts |
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Client Track Portal gives you the ability to send PDF documents to your clients for signing. You only pay for
the number of PDF documents you send out to be signed, not for the number of e-Signatures themselves. |
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| e-Signatures never expire - You buy how many you need and keep them for as long as you want with no expiry. |
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10 e-Signature
PDF Documents |
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Every Portal firm receives the
FIRST 10 secure e-Signature
Documents for free. |
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| $110 |
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| $410 |
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1,000 e-Signature
PDF Documents |
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| $800 |
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| $1,950 |
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The higher the quantity, the lower
it costs per PDF document for
signing. Contact us for a quote. |
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| Contact Us |
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| Are You a Client Track Customer and Interested in the Portal? Buy Here. |
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Subscribe |
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If you are interested in receiving
Client Track emails to your inbox,
click the button below to fill out a
form to be part of our mailing list. |
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| Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved. |
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| Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca |
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