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Annual Payment Plan I
Monthly Payment Plan I
Online Quote |
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Our Support When You Buy Client Track |
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When you buy Client Track, you are
buying into a team support system. |
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Our goal is to keep you as a long-term Client Track customer which means we are
going to invest in helping you get the most out of Client Track by the following; |
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| Installing Client Track |
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We will help install Client Track on your computers and setup your data
file on your network so everyone can access it |
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| Training |
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We provide many different ways to get training and offer unlimited training
sessions with one of our live trainers. We understand that your success
with Client Track depends on you being comfortable and well trained with
Client Track's features. |
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| Importing Your Clients' Information |
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We will help you import your clients' information from many different
accounting and tax packages (i.e. QuickBooks, Maximizer, Act!, etc) so you
can get started with all of your clients' information already in the system. |
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| Getting Set Up With Client Track |
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We will help you get started by helping you setup your tasks and projects,
customize all of your billing settings, configure your client email templates,
and any other settings you would like to customize. |
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| Fit Client Track In Your Office |
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We will help you by looking at your current needs and processes and
recommend the best practices for integrating Client Track in your office so
that it becomes an integral part of your business management |
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| Online Technical Support |
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We provide unlimited ongoing technical support by phone or email. Just
contact us with any questions and we will be happy to help any way we can. |
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