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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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Overview of Client Track 6 Features
Importing 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.
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Importing Clients Screenshot
Client Information Screenshot
Client Information
Client Track can record all of your clients'
business and personal information in one
place. In addition, Client Track has over 200+
information fields including customized fields
and notes section.
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Client Tasks
With Client Track's tasks section, you can
view and organize all of your clients' tasks.
Client Track makes it easy to quickly setup
and schedule your tasks because it has all
federal and provincial due dates built-in.
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Client Tasks Screenshot
Personal Tax Screenshot
Personal Tax
Client Track allows you to view and manage
all of your clients' tasks at a glance.
With Client Track, you can easily track the
status of each return, who is working on it
and customize the number of steps it takes
to complete a return.
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Communication Logger
Client Track has a new communication
logger which allows you and your staff to log
all phone calls and client communications.
You can assign tasks and duties to other
staff based on incoming communications.
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Communication Logger Screenshot
Notification Screenshot
Client Notifications
With Client Track, you can send automatic
notifications to your clients of their upcoming
deadlines by email, fax, letter or phone.
You can also customize the templates used
to generate the notifications.
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Appointments Scheduler
Client Track includes an appointment
scheduler complete with multiple views that
allows you to control your schedule.
Client Track runs off central database on
network so everyone can view and access
eachother's schedules at same time.
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Appointments Screenshot
Time & Billing Screenshot
Time & Billing
Full time tracking & accounts receivable
system (AR) to track your account balances
and productivity levels for your clients, staff
and projects.
Our invoicing sytem includes a new interface
and tons of new options to choose from.
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Additional Reports
Client Track includes 40+ different types of
report layouts as well as brand new invoice
templates to give you more options to
choose from.
Easily print address lists, detailed forms,
invoices, summary reports in mintues.
Learn More
Reports Screenshot
Time & Billing Screenshot
Document Vault
Document Vault gives you the ability to
organize and manage all of your clients'
files in one place. In addition, you can
import any type of file or image format
into Document Vault.
Learn More
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca