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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.
Features
Document Merge
Brand New Document Merge Interface
Client Track includes a powerful document editor program with a new interface that allows you
to merge any of your clients' information directly into document templates. Select multiple clients
at once and create personalized merge documents which can be saved as Microsoft Word or
PDF. You can setup all of your employees to have access to the same documents so everyone
can work with the same files.
Document Merge Interface Screenshot
Merge Into Our Default Format or Into MS Word Document
In the Document Merge, you have the option to use our document merge editor program called
'Client Track Merge' or switch to 'MS Word Merge' program.
Document Merge Format Screenshot
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Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.
Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca