Track-IT

Track-IT

ATSER
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+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Designers, contractors and companies in need of a document management solution to store and categorize all project data

Audience

Organizations in need of a file sharing and branded client portal built for tax and accounting practices

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$14 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ATSER
Founded: 1993
United States
www.atser.com/track-it/

Company Information

ClientTable
Canada
www.clienttable.com

Alternatives

Manage-IT

Manage-IT

ATSER

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
Plan-IT

Plan-IT

ATSER
Assure-IT

Assure-IT

ATSER
Draw-IT

Draw-IT

ATSER
Basil

Basil

CoralTree
TrackIt!

TrackIt!

ACC Computer Services

Categories

Categories

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

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft OneDrive
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