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| Importing Clients & Integration |
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Importing Clients |
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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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IMPORT BUSINESS CLIENTS INTO CLIENT TRACK FROM: |
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Integration |
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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. |
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Invoicing and AR to Quickbooks and Simply Accounting |
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Client Track allows you to transfer your invoice and AR information into Quickbooks and Simply
Acccounting 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. |
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Microsoft Outlook and your Smartphones |
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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. |
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