About Client Track Portal
The Client Track portal is an optional cloud based add-on that works with our existing desktop software to give you these main benefits:
1) To allow you and your staff to have access to your client's contacts, tasks and missing information remotely by a browser based app or by an app on your phone
2) To optionally allow selected clients of yours to see the tasks you are currently working on and for your clients to see the missing information and documents you need
3) To have a shared online file document system where both you and your client's can upload and share files between secure shared file folders
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