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Client Track is an office software management solution designed specifically for Accounting Professionals to help them manage their workload and take control of their practice. ...................................................................................................................................................................................... Our goal is to combine all of the office management tools into one easy-to-use package for Accounting Professionals which includes the following features : ...................................................................................................................................................................................... Client Management (Business Clients) Client Management (Personal Clients) Time & Billing Module Appointment Scheduler Document Vault Document Merge Create Labels & Reports Address Book Client Management - Business Clients Client Information • Single source for all of your client's business, personal and accounting information. • Allow all of your client information to be shared in one data source and be searchable   by all of your staff members. Scheduling and Exporting Your Tasks • Client Track includes built-in federal and provincial due dates, so you can easily   schedule government returns and payments for all of your clients. • Can customize any information by clicking on the tasks. • Can export your tasks into Microsoft Excel. Auto-Notify Your Clients Fig.3. Send Notification Wizard • Client Track can automatically notify your clients by email, fax, letter or phone of   upcoming tasks deadlines. • Can customize number of days when notifying clients before task due date. Determining What Is Due • Client Track allows you to quickly view all of your tasks that are due based on any   criteria, flag information, or date range. • Advanced Search allows you to quickly view the tasks that are important to you by date,   type, and employee assigned. Viewing Your and Staff's Workload • Calendar View allows you to quickly see and organize your staff's workload by using the   "drag 'n drop" method on the tasks. Create Custom Tasks Schemes Specific To Your Practice • Easily schedule all the other custom tasks and projects you do for your clients by creating   and saving your common tasks in schemes. Client Management - Personal Clients Importing Your Information • Import a list of your personal tax clients from most of the major tax softwares   and keep track of each of your personal tax returns as they get completed. You can   import your information from :     • Act! • Quickbooks • Maximizer Recording What You Need and What Has Arrived • Our easy-to-use interface allows you to record what information you need from your   clients and what supporting documentation has arrived. Setting Up The Tax Year • The advantage of the personal tax section is that you can specify exactly how many   steps it takes for your office to complete a tax return, in what order and define   what they are. Tracking Your Personal Tax Returns • As the tax season progresses, you can continually update your information from your tax   software and track exactly who is working on each step and what the status of   each return is. Recording Missing Information and Questions During Tax Season • You can record what, if any, information is missing and what questions the   preparer might have for each client. This means that anyone in your office can look up   any questions and missing documents when talking to clients and get the revelant information   to the tax preparers. Time & Billing Module Our comprehensive Time & Billing Module works off the tasks already scheduled so Client Track already knows all the information for your docket entry. Setting Up Your Time & Billing • Set up your billing options so that you can specify which billing rate to use for each of   the different task types and staff member in Client Track. • Set up the descriptions of work performed and colour scheme for each task type. • Setting up both above means that when you use our Time & Billing feature in Client Track,   Client Track already knows all the information to enter for each time docket and does   all the work for you. Using Your Timers • All the tasks and appointments in Client Track have a start and stop timer associated with   them and Client Track makes it very easy and quick to record accurate timing control   with just one mouse click. • Because you can set up the billing settings for each task type beforehand, Client Track   already knows the following information with one mouse click :   • Who you are. • Which client you are working on. • What type of task you are working on. • What billing rate to use based on who's logged in, who the client is and which   type of task you are working on. • Client Track will apply the proper colour scheme to the client automatically and   will even fill in the description of work performed automatically for you. Managing Your Schedule • Can use our start/stop timers to record the exact time you are working on tasks   or you can fill in your time entries at the end of the day. Each 'docket' time entry is fully   adjustable and gives you the flexibility to quickly fill in your working days. Viewing And Controlling Your Time Dockets • The Calendar View in the docket view allows you to quickly see all your docketed   time entries in an appointment-style calendar view, regardless of whether you’ve   created the dockets manually or by using the build-in timer feature. • The drag 'n drop interface makes it easy to control the dockets and move them   around for each staff member in your office. Once you have the dockets entered the way   you like, you can 'lock' the dockets so that they can't be changed, except by an administrator. Adjusting All Your Numbers • The Docket List View gives you the real ability to view and organize all your time   docket entries made in your office. • The Advanced Search feature allows you to perform queries on your dockets so   you can see exactly what you want to see. For example, you can list all dockets   allocated to a client since the last invoice, or, you can list all dockets made by a staff member   in a specified month. The Advanced Search feature gives you the flexibility to query dockets   based on many different types criteria based on:   • Docket Type • Client • Date • Staff Member • Whether Allocated To Invoice • Billing Status • Billing Type and/or Rate   and many more! • The List View also gives you the ability to edit any of the information for each   docket entry. You can change the docket times, billing status, billable rates, and final dollar   amounts for any of the entries. You can also adjust the final 'total time' and the final 'dollar   amount' that will be viewed on the client's invoice for total flexibility to dictate what the client   sees on their invoice. • The List View also shows you the totals of each of the columns so you can see the   total time and dollar amounts for each of the columns. Creating Invoices • Can create invoices for selected dockets for your clients under List View.   Client Track gives you a lot of options to change the formatting of the invoices. • You can easily indicate which columns you want to see on the invoice and change the column   widths to give you complete control of what information the clients sees on the invoice.   You also have full control of the taxes applied and the invoice dates. Appointment Scheduler The goal of Client Track is to give you a single program to control your office and what program is complete without being able to schedule appointment? Our appointment scheduler is integrated with all the client information already entered so you can easily schedule appoin-tments for your clients and then cross reference directly to your client's information. • Our appointment scheduler is an easy-to-use comprehensive program with many features   built right in, including the following:   • Each staff gets their own appointment profile so you can easily view and schedule   appointments for all of your staff. • You can schedule one appointment for several of your staff members to attend. • Assign appointments to your clients. • View your appointments in a day, week, or calendar view. • View your appointments in a list view where you can perform searches   for appointments. • Print all your appointment calendars and much more! 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. • 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. 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. Document Vault Adding And Organizing Your Client's Files • Client Track includes a Document Vault which is attached to each business and personal tax   client so that you can organize all the documents and files associated with each of your   clients. The Document Vault allows you to drag 'n drop your clients files into   categories so you can easily group all your related files together, regardless of   where on your local computer or network drive they may be stored. • You can also link a folder on your computer to a document vault category so that Document   Vault category will automatically display all the files in that folder. • When you double click on any shortcut file in the document vault, it will open the original file   in the default program. Document Merge The Client Track document merge feature using the Client Track Pad allows you to merge your client's information directly into any documents you want. Imagine being able to select multiple clients and instantly merge all their information into privacy policies, engagement letters and other office letters with a few clicks of a mouse. Merge Client Into Documents • When you merge multiple client's info documents using the Client Track Pad and save the   resulting merged document, Client Track will automatically save all the client's merge   result into their respective Document Vault category. This means you have a record   of all the merged documents, letters and faxes Client Track creates. • Select multiple clients and create merge documents for them at once. • Quick Picks list makes finding and selecting documents easy with touch of a button. Merge Into Our Default Format or Into MS Word Document • You can can choose to use our document merge program called Client Track Pad or you   can have Client Track use Microsoft Word’s merge program. Create Labels & Reports Client Track gives you the ability to do many more time consuming tasks very quickly and easily using our easy wizards and add-in programs. Here a few of our extra features : Create Labels • Our Label Wizard is an easy-to-use wizard which allows you to create labels for   any number of selected clients. Our Label Wizard is compatible with all Avery label sheets   as well as other major manufacturers. • Not only can you create standard address labels, but you can create labels based on any   of the information in Client Track. Our editing tool gives you full control of the fonts and   formatting and allows you to save your label format so you can pull it up at any future date. Create Reports • We offer many different types of reports throughout in Client Track. When you are   working with any of the lists and calendar views in Client Track, there is always the ability to   print reports in a paper format. Address Book • The Address Book is a free add-on program to Client Track which gives you a   simplified contact view of all your clients. You can quickly search for and view your   client's contact information. • You can also use this program to organize your clients into categories so you can organize   your categories by groups and company types.

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