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Importing Business &
Personal Tax 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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Integration with QuickBooks
(coming soon) |
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Client Track allows you transfer your invoice and AR
information into QuickBooks and Simply Accounting
to avoid entering information twice. |
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Client Track brings extra value by becoming bridge
software solution which allows you to import and
synchronize clients' information across several
different software packages. |
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| Client Information |
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Client Track can record all of your clients' accounting,
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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Assure your clients that they will never miss another
deadline again. With Client Track's Tasks
Management section, you can view and organize all
of your clients' tasks. Client Track makes it easy to
quickly setup and schedule your tasks because it
knows all the federal and provincial due dates. |
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| Personal Tax |
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Client Track integrates with most of the major tax
packages and can import your clients' information
directly into Client Track. |
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Client Track allows you to have a single system where
your staff can view exactly what the status of each
return is and who is working on it. |
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| Appointments Scheduling |
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Client Track includes an easy-to-use appointment
scheduler planner complete with multiple views that
allows you to control your schedule. Client Track runs
off central database on network so everyone can view
and access eachother's schedules at same time. |
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Complete AR &
Deposit Bookkeeping (new) |
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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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Client Track can handle a range or invoicing options
for small bookkeeping practices where you can
either bill flat rate invoices, simplified invoices with
customized itemized services, or more detailed
'Work in Progress' billing. |
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| Invoicing System (new interface) |
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Client Track's invoicing system includes a brand new
interface and tons of new options to help you
customize what you want to appear on invoice. |
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| Client Communication Logger (new) |
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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. You can assign tasks &
duties to other staff based on incoming
communications so everyone knows what they
need to do. |
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Our communication list view allows you to review all
calls that were directed to you so you can review all
missed calls taken by other staff on your behalf. |
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| Client Automatic Notifications |
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Can setup automatic notifications to your clients of
upcoming tasks deadlines by email, fax, letter or
phone. You have full control of automatic comments
by editing the templates used to generate the
notifications. It only takes a couple of seconds and
will save you hours. |
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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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Additional Reports &
Invoice Templates |
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Client Track includes 40+ different types of report
layouts as well as brand 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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| Send Email Merge (coming soon) |
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Client Track can merge clients' information into an
email to send to your clients. Client Track allows you
to attached files and documents created within the
document merge program to send personalized
emails to your clients. |
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| Document Merge (new interface) |
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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. |
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You can quickly generate mailing and organizational
labels based on any of the information fields you have
in Client Track. |
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| Full MS Outlook Synchronization |
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Client Track synchronized with Microsoft Outlook and
allows you to transfer your clients' information,
tasks and appointments back and forth to Outlook. |
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You can use Microsoft Outlook to transfer your data
to your smartphones like Blackberrys, Android
devices and iPhone. |
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| Additional Features: |
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| - Dockets are now called 'Time Entries' |
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| - Can export Reports and Invoices to PDF Formats (coming soon) |
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| - Can view users' overlapped appointments side-by-side if set up on same time period |
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- Ability to create more than one firm name for use with documents or invoicing for
those who have more than one company to bill from. |
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- Administrators can now create their own types of logins for their staff and customize what
they see in Client Track and how they use it for full complete control. |
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| - Time entry generation for staff members |
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| - Increased functionality of Address Book and much more! |
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