Client Tracks 6.0 is a Planning Software product from integracomputing.com, get 5 Stars SoftSea Rating, Client Track can automatically notify each of your clients of their upcoming remittances. You can setup automatic notifications to your clients by email, fax or letters.
Client Track fully automates the communications to your clients by creating the message text and subject lines automatically using template comments you can design.
Client Track is built specifically for accounting experts so you have all the accounting, business and personal information fields you need. With over 200 fields available, and many customizable fields for your use, you can easily see how Client Track becomes your definitive source for you client's information.
The Client Track Address Book makes it easy to quickly look up contact and critical information quickly so you have the information you need at your fingertips.
Client Track provides many other tools to cut down on your office administration.
Day Timer - Client Track provides a full appointment scheduler so each staff member can schedule their appointments and instantly view everyone else's schedule. Client Track can automatically notify your client's of their upcoming appointments.

Document Merge - Client Track allows you to merge your client's information directly into documents that you import or create

Document Vault - Save and organize all your client's documents and files in one place. Here you can view all documents created by the merge feature for each client.

Label Wizard - Quickly create and save mailing and organizational labels for your clients

Reports - Print many comprehensive reports on your clients and their assigned tasks so you have the information you need on time
Client Track Features
Take control of your practice

If you are like many accountants, you spend countless hours trying to determine which remittances are due for which clients. The fact that there are so many different payment plans makes the job much more difficult.
Client Track allows you to setup a client with all their business information and government remittances in minutes. Client Track will automatically tell you when all of your remittances are due.

Schedule all your remittances for your clients in minutes

Client Track is so unique because it already knows all the provincial and federal remittance dates - so you don"t have to.
Schedule your clients' remittances by simply clicking the remittance payment plan that applies to your client. Regardless of the payment plan, Client Track knows all the dates and rules that applies to the remittances.
Imagine spending an hour to setup all your clients and never have to worry about scheduling your remittances ever again. It really is that simple ...
Client Track"s real benefit comes in the Upcoming Tasks view. Here you can view and organize all of your client"s remittances. Whether you handle the government remittances on your client"s behalf or simply notify your clients of upcoming deadlines, Client Track will become an invaluable asset in your office.

Centralize all of your client's information

Client Track has over 120 different information fields so you have a single source for all your client"s information. In addition to Client Track"s data fields, you can add any additional information about your clients using our custom fields and the misc. notes section.
With all your client"s information at your fingertips you can spend more time on value-added activities and waste less time shuffling through paper filing systems looking for that critical piece of information again.

Automatically notify your clients of upcoming reminders

Client Track can deliver superior customer service and exceed your customer support performance goals by automatically notifying them of their upcoming remittances. You can setup automatic notifications to your clients by email, fax or letters.
Client Track fully automates the communications to your clients by creating the message text and subject lines automatically using default template comment you choose. You have full control of the automatic messages and comments sent to your clients by setting up your preferences in the Options section.
Client Track uses your default email and fax programs seamlessly to send all outgoing communications so you don't have to worry about configuring any advanced settings.

Automate many daily office tasks to improve efficiency

Quickly generate mailing and organizational labels based on any of the information fields you have in Client Track. This strong feature allows you to save your label designs so you can print detailed labels in seconds.
Client Track has a strong new document editor software which allows you to merge any of your client"s information directly into your template documents.
You can select multiple clients at once and create multiple merge documents for those selected clients. The "Quick Pick" document list makes finding and selecting documents a one click process and Client Track can be setup so all the employees in the firm have access to the same documents.

Print professional reports based on your Client Information and Upcoming Remittances

Client Track offers over 30 professional reports to streamline your office documentation. Print client address books, detailed client information forms, and summary reports of your client"s information so you can get the information you need at a glance.
Print task lists which shows you all of your critical tasks that you need to perform in any specified date period. Client Track gives you incredible flexibility to allow you to print the tasks that matter to you.
You have the capability to specify many search criteria to view the tasks you need. You can view your lists by remittance type, employee assigned, any date range, completion status and many more ...

Workflow tracking

Track the completion of each remittances as it gets completed through your office. You can track seven different steps to completion and indicate who is working on that remittance.
Once the remittance is completed you can indicate who completed it, when it was completed and how much was paid. You also have a general notes section for each remittance to specify any miscellaneous notes for any given remittance.

Customize Client Track

You can customize Client Track to suit your specific business goals. Client Track gives you the flexibility to totally customize how you want Client Track to display and organize the remittances and specify which information is important to you.
You can add your own information fields and you have the capability to fully customize your outgoing client communication.

Simple easy to use intuitive interface

The Client Track team prides itself on its simple and intuitive user interface which means you can become productive fast.
One of the hassles of adopting a new program solution is the downtime as you learn to use the new program. Client Track's ease-of-use means very little down time as user quickly learn this simple but impactful program.

Setup Client Track on a network so all your employees can use Client Track

Client Track can be setup on a network so employees can share the same information. You can have one central source for all your client information and deadlines. All changes made to your client"s information will instantly be reflected across your infrastructure. The license of this office software is Free Trial Software, the price is $90.00, you can free download and get a free trial before you buy. If you want to get a full or nolimited version of Client Tracks, you can buy this office software.