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Client Track

Client Track. Introduction. There 5 Key Issues Accounting Professionals face. Client Track can effectively solve these 5 Issues to help you control your practice and grow your business. Client Track. Issue 1. Issue 1. Determining which clients’ deadlines are due. Client Track. Solution 1.

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Client Track

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  1. Client Track

  2. Introduction There 5 Key Issues Accounting Professionals face. Client Track can effectively solve these 5 Issues to help you control your practice and grow your business. Client Track

  3. Issue 1 Issue 1 Determining which clients’ deadlines are due Client Track

  4. Solution 1 Solution 1 Client Track automatically knows all the task dates, therefore making it easier to schedule your clients’ tasks. Client Track

  5. Issue 2 Issue 2 Notifying all your clients of each of their upcoming deadlines Client Track

  6. Solution 2 Solution 2 Client Track can automatically send notifications to each of your clients by e-mail, phone or fax to notify them of their upcoming deadlines. Client Track

  7. Issue 3 Issue 3 Determining which clients have brought in their information Client Track

  8. Solution 3 Solution 3 Client Track allows you to check off which of your clients have brought their information in. Client Track

  9. Solution 3 Client Track also allows you to record and track at a glance what, if any, information is missing and which questions your staff might have for each client. Client Track

  10. Solution 3 Communication Logger • Assign tasks & duties to other staff based on incoming communications so everyone knows what they need to do. • Allows you and your staff to log all phone calls and client communications. Client Track

  11. Issue 4 Issue 4 Managing your workload to get everything done on time Client Track

  12. Solution 4 Solution 4 Client Track allows you to view all your clients’ tasks at a glance either in calendar or list format so that everyone knows exactly which tasks need to be done. Client Track

  13. Issue 5 Issue 5 Tracking your time and managing your accounts receivable (A/R) Client Track

  14. Solution 5 Solution 5 Client Track can track your clients’ tasks using built-in timers by using the time entry forms. Client Track can fill in most of your billing information on the task information already in the system. Client Track

  15. Support Our goal is to provide our customers as much support as they need to get the most out of Client Track. • Import your clients’ information into Client Track • Help you get trained on Client Track • Help you get the most out of Client Track • Live One-on-One and Group Demos Client Track

  16. Upfront Purchase with Annual Maintenance Client Track

  17. Monthly Payment For more information on our monthly payment plan, visit www.ClientTrack.ca. Client Track

  18. Client Track

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