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Details

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Client Track Portal Main Features

• Desktop Sync
  The portal works with the client track desktop to manage client information online.
• File Sharing
  Clients can log in to view and share files in a secure shared folder.
• Mobile Access
  Access the portal from any smartphone or browser to manage client information.
• Outlook Add-In
  Send secure emails and files directly from Microsoft Outlook without logging into the portal.
• 14-Day Free Trial
  Try the client track portal for free for 14 days to see how it works.
• Encrypted Storage
  All information is encrypted and stored securely in Canada.
• Large File Sending
  Send large encrypted files up to 2GB securely.
• Client Track Portal
  A secure online system to view client information and send files safely.
• Secure Email Sending
  You can send secure emails and encrypted files to anyone without them needing to log in.
• E-Signature Documents
  Send PDF documents to clients for signing using a secure e-signature request feature.
• Virtual Filing Cabinet
  You and your clients can upload and share files securely in a shared folder.
• Secure File Upload Link
  Add a link to your email signature or website for clients to securely upload files to you.

Client Track Portal Benefits

• Easy File Sharing
  Clients can upload and share files securely, which helps you get the information you need faster.
• Access from Anywhere
  Clients can log in from any browser or smartphone to view and share files, making it flexible for them.
• Large File Transfers
  You can send large encrypted files up to 2GB, which is helpful for sharing important documents.
• Virtual Filing Cabinet
  You and your clients can use a secure shared folder to keep all important files organized and accessible.
• Integrated with Outlook
  You can send secure emails directly from MS Outlook, which makes it easier to manage your communications.
• e-Signature Convenience
  You can send documents for signing electronically, which saves time and makes the process smoother.
• Secure Email Communication
  You can send secure emails and encrypted files without the recipient needing to log in, making it easy for everyone.
• Compliance with Privacy Laws
  The system is secure and follows Canada's privacy laws, ensuring that your data is safe.

Who should use Client Track Portal?

• Lawyers
  Lawyers can share sensitive files with clients without worrying about security breaches.
• Businesses
  Businesses can securely send emails and files to clients, making communication safe and easy.
• Accountants
  Accountants can use e-signature documents to get client approvals quickly and securely.
• Consultants
  Consultants can manage client information and tasks from anywhere using their smartphone or computer.
• Freelancers
  Freelancers can easily request documents from clients and keep everything organized in one place.
• IT Professionals
  IT professionals can ensure that all client data is encrypted and stored safely online.
• Healthcare Providers
  Healthcare providers can send patient information securely, following privacy laws.

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Technologies Used

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