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Earn PD Points By Signing Up To Our Webinar

Discover how using Client Track or Client Track Portal can benefit you and your business.

Our webinars are designed to help Accounting Professionals take full advantage of using Client Track and the
benefits that Client Track & Client Track Portal together can bring to your business and your clients.

We offer two types of webinars; Best Practices and Advanced Training


" I sat in on the workshop webinar and I never realized how much this program can do. It was fantastic! "


Best Practices Webinars

WEBINAR #1

    How Our Most Successful Accounting Professional Clients are Implementing Client Track

    We work with a over a thousand accounting professional offices of all sizes across Canada and we have several clients who have built firms with over a million dollars in revenue and we have noticed some common threads. This webinar is a short analysis of the common philosophies and techniques these firms all have adopted to build highly successful practices.


    • An analysis of what their true common goals are and where they focus their energy
    • How they deal with their clients and maintain consistent, accurate and timely information from their clients
    • How they train, maintain and allocate work to their staff
WEBINAR #2

    Feel Like You're Not Using Client Track Desktop to it's Fullest Potential?

    We know sometimes we get into specific habits with software and use only a few features and miss out on other really great features. This webinar is a highlight of all the beneficial features so you can become even more efficient in your office.


    • Managing your tasks and saved searches so that everyone sees exactly what they need to see to get their work done
    • Managing your clients information intake so everyone knows exactly what has been submitted and what is missing
    • Managing and automating your client reminders so your clients feel like they are getting much more personalized services from you

Advanced Training Webinars

WEBINAR #1

    Proper Implementation of Client Track's Internal Task Management


    • Understanding all the components of tasks (i.e in-house, received status, progress check marks)
    • Understanding how to properly search and manage your tasks and internally allocate tasks to the proper person
    • Understanding your saved searches and harness the ability to see exactly what you want to see
WEBINAR #2

    Proper Implementation of Client Task Email Reminders, Document Tracking and Missing Information in Client Track


    • Setting up and maximizing email reminders to your clients about their upcoming tasks
    • Recording, reminding the client, and tracking the exact documents/information you need from your clients
    • Efficiently and easily manage any missing information you need for all your clients
WEBINAR #3

    Need Engagement Workflow Tracking? Full Training on Client Track's Projects module for having sequential steps assigned to different people for managing your larger engagements


    • Adding new projects and understanding the structure and process
    • Managing and scheduling your engagements as projects
    • Understanding your saved searches and harness the ability to see exactly what you want to see for each staff member
WEBINAR #4

    How our time tracking system works and why it gives you great productivity and financial information, even if you bill your clients by flat rates


    • Entering and recording your time easily
    • Understanding the time and billing settings to correctly manage your billing rates assigned to specific tasks
    • Using the productivity reports to see exactly your internal costs for each client, or staff member, or type of service

" Very informative, certainly have not been using this program to it's potential - will be able to go back
and update office productivity. "

PRICING

You have the option to attend one or multiple webinars and receive up to 2 PD Points per webinar.

View Refund Policy

REGISTER NOW
1PD Point

Best Practices Webinar

$95.00
PER ATTENDEE
  • 1PD Point
2PD Points

Advanced Training Webinar

$145.00
PER ATTENDEE
  • 2PD Points

Refund Policy

We know that sometimes things come up where plans change and if you are unable to attend our webinar(s), contact us at sales@clienttrack.ca or 1-866-423-8525 3 days prior to the webinar to allows us to offer you a full refund for your registration.

How To Contact Us

Have questions about our webinars or want to move your spot to another date? Contact Mark, our Sales representative at or at 1-866-423-8525 ext.101.