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Client Track USA
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Client Track 6: A practice management software for Accounting Professionals.
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Importing & Integration
Client Information
Client Tasks
Personal Tax
Client Communications
Appointments
Time & Billing
Document Vault
Label/Document Merge
Email Merge
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Appointments Scheduler
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 a central database on your
network so everyone can view and access eachother's schedules with a click of a mouse.
The key to a well-run, organized office is to give each of your staff members the tools they need,
so they know what they need to do and when they need to do it. Client Track provides them with
a single transparent system which updates information in real time.
Appointments - View Appts
Appointment Features:
Easy-to-use interface which allows you to view appointments by day, week, month
  or you can search for appointments that meet your criteria.
Easily create repeating appointments and assign them to multiple employees at once.
Automatically notify your clients of their upcoming appointments by email, fax, letter
  or be reminded to call them.
Overlap two or more employees' appointment schedules to quickly to view common
  available times.
Managing Your Staff's Appointments
One of the difficulties of an appointment calendar is managing the appointments of several staff
members. In Client Track, each staff gets their own appointment profile so you can easily switch
between the appointments assigned to different staff members.
Appointments - Staff's Schedule
Our Overlap Wizard allows you to overlap several staff member's appointment
schedules at once
so that you can see common available times in which to schedule
appointments multiple people need to attend.
Appointments - Overlap Users
Notifying Your Clients Of Their Upcoming Appointments
Client Track allows you to notify your clients of their upcoming appointments by
email, fax, letter or phone.
Because Client track integrates all the components together,
Client Track already has all the information it needs to send a reminder to the client of their
upcoming appointment for you.
Appointments - Edit Appointment
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