Track-ITATSER
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About
Track-IT™ is ATSER’s web-based document management solution that allows owners, designers, contractors & other service providers the capability to store and categorize all information associated with any project. When a new contract is opened within the Construct-IT™ module, Track-IT™ will automatically create a file folder structure that will be used to archive documents as they are created. The administrators, engineers, project managers and directors can further customize the library of information and can create additional folders and sub-folders. ATSER® can provide customization per the client’s requirements. Another feature is the systems integration support to construct the business logic and workflow requirements to meet any particular need. The web-based technology also includes Internet security controlled by individual login/passwords that define roles, responsibilities, viewing, editing, and access rights.
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About
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Designers, contractors and companies in need of a document management solution to store and categorize all project data
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Audience
Organizations in need of a file sharing and branded client portal built for tax and accounting practices
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$14 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationATSER
Founded: 1993
United States
www.atser.com/track-it/
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Company InformationClientTable
Canada
www.clienttable.com
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Categories |
Categories |
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Accounting Practice Management Features
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 Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Integrations
Dropbox
Google Drive
Microsoft OneDrive
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