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Which is Right For You?
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.
Pricing
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?.
***  To view full pricing and what's included in each edition, click below.  ***
Time & Billing Button Engagement Workflow Button
Task and Time & Billing Icon Task and Time & Billing
Manage tasks, send auto-notifications upcoming deadlines, schedule appointments,
track and record missing information, create and customize invoices, reports and much more!
Task and Time & Billing Edition Features
•  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
Task and Time & Billing - Bundle Icon Task and Time & Billing - Desktop Icon Task and Time & Billing - Portal Icon
UP TO
2 USERS
$68
/  MONTH
OR
$749
/  YEAR
(save $67)
$39
/  MONTH
OR
$425
/  YEAR
(save $43)
$39
/  MONTH
OR
$425
/  YEAR
(save $43)
UP TO
5 USERS
$134
/  MONTH
OR
$1,399
/  YEAR
(save $209)
$75
/  MONTH
OR
$799
/  YEAR
(save $101)
$75
/  MONTH
OR
$799
/  YEAR
(save $101)
UP TO
9 USERS
$219
/  MONTH
OR
$2,399
/  YEAR
(save $229)
$125
/  MONTH
OR
$1,349
/  YEAR
(save $151)
$125
/  MONTH
OR
$1,349
/  YEAR
(save $151)
Buy Time & Billing Portal Bundle Buy Time & Billing Buy Portal
Need More Users? Contact Mark at 1-866-423-8525 ext.101 or via email for quote.
Client Track Portal Icon Client Track Portal
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.
Learn More About Client Track Portal
Client Track Portal Features
•  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
•  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
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.
e-Signatures never expire - You buy how many you need and keep them for as long as you want with no expiry.
10 e-Signature
PDF Documents
FREE
Every Portal firm receives the
FIRST 10 secure e-Signature
Documents for free.
$110
($1.10 per PDF Document)
$410
($0.82 per PDF Document)
1,000 e-Signature
PDF Documents
$800
($0.80 per PDF Document)
$1,950
($0.78 per PDF Document)
The higher the quantity, the lower
it costs per PDF document for
signing. Contact us for a quote.
Contact Us
Are You a Client Track Customer and Interested in the Portal? Buy Here.
*** Note: When you buy Client Track and/or Client Track Portal, you'll be charged on a monthly or annual basis for as long as you continue to use
our program(s). If you wish to cancel your subscription, simply contact us at sales@clienttrack.ca.  Click here to view our Cancellation Policy.
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca