| 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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| Client Information |
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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 |
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With Client Track's tasks section, you can view and
organize all of your clients' tasks. |
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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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| Personal Tax |
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Client Track allows you to view and manage all of
your clients' tasks at a glance. |
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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 |
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Client Track has a new communication logger which
allows you and your staff to log all phone calls and
client communications. |
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You can assign tasks and duties to other staff based
on incoming communications. |
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| Client Notifications |
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With Client Track, you can send automatic
notifications to your clients of their upcoming
deadlines by email, fax, letter or phone. |
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You can also customize the templates used to
generate the notifications. |
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| Appointments Scheduler |
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Client Track includes an appointment scheduler
complete with multiple views that allows you to control
your schedule. |
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Client Track runs off central database on network
so everyone can view and access eachother's
schedules at same time. |
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| Time & Billing |
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Full time tracking & accounts receivable system
(AR) to track your account balances and productivity
levels for your clients, staff and projects. |
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Our invoicing sytem includes a new interface and
tons of new options to choose from. |
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| Advanced Time & Billing Reports |
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Client Track includes 40+ different types of report
layouts as well as new invoice templates to give you
more options to choose from. |
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Easily print address lists, detailed forms, invoices,
summary reports in mintues. |
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| Document Vault |
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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. |
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