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What is ClientTable?

Effortlessly collect and share client documents and information while improving your operational efficiency. Create your virtual office presence with a sleek and intuitive client portal that allows clients to access their files 24/7. This portal is easily accessible from any device, at any location, and at any time. Boost your brand's identity by integrating your logo and a customized subdomain that will be displayed on the login screen, throughout the portal, and in all email correspondence. Unlike many client portals that limit you to their constrained file systems, ClientTable uniquely offers complete integration with your personal cloud storage. You can access documents via your storage’s web interface, desktop application, and mobile app. Furthermore, files uploaded from your desktop can be quickly shared with clients through the portal, enabling you to share any folder or file, including sub-folders and individual items. With ClientTable, not only is managing client interactions more streamlined, but it also enhances the overall user experience, making it an invaluable tool for professionals. This innovative approach ensures that your workflow remains uninterrupted and highly efficient.

What is Track-IT?

Track-IT™ is a cutting-edge online document management solution offered by ATSER, designed to help owners, designers, contractors, and various service providers efficiently collect and organize all pertinent information for their projects. When a new contract is created within the Construct-IT™ module, Track-IT™ seamlessly sets up a detailed file folder structure that simplifies the archival process for documents as they are generated. Users, including administrators, engineers, project managers, and directors, can customize the information library further by adding more folders and sub-folders as necessary, ensuring that it meets their project-specific needs. ATSER® is dedicated to providing tailored solutions that cater to the distinct requirements of each client. Moreover, the system boasts advanced integration capabilities, allowing for the establishment of business logic and workflows that align with specific operational demands. Security is a top priority for the web-based platform, which features individual login credentials that define user roles, responsibilities, access levels, and editing rights, thereby safeguarding sensitive information while promoting collaborative efforts. Consequently, this blend of customization and security positions Track-IT™ as an indispensable resource for organizations aiming to enhance their project documentation workflows, ultimately leading to improved efficiency and better project outcomes. Furthermore, the user-friendly interface ensures that all team members can easily navigate the system, making it accessible for everyone involved in the project.

Media

Media

Integrations Supported

Dropbox
Google Drive
Microsoft OneDrive

Integrations Supported

Dropbox
Google Drive
Microsoft OneDrive

API Availability

Has API

API Availability

Has API

Pricing Information

$14 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ClientTable

Company Location

Canada

Company Website

www.clienttable.com

Company Facts

Organization Name

ATSER

Date Founded

1993

Company Location

United States

Company Website

www.atser.com/track-it/

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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