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Client Track version 4.0.348
Product Name:
Client Track
by
Trilobyte Solutions Inc.
Download Type:
Software Demo
Format:
Weblink
Description:
If you are like many accountants, you spend countless hours trying to determine which remittances are due for your clients. The fact that there are so many different payment plans makes the job much more difficult. Client Track gives you control because it knows all the dates. Simply select the payment plans and go.
Client Track provides many other tools to cut down on your office administration.
* Day Timer - Client Track provides a full appointment scheduler so each staff member can schedule their appointments and instantly view everyone else's schedule. Client Track can automatically notify your client's of their upcoming appointments.
* Document Merge - Client Track allows you to merge your client's information directly into documents that you import or create
* Document Vault - Save and organize all your client's documents and files in one place. Here you can view all documents created by the merge feature for each client.
* Label Wizard - Quickly create and save mailing and organizational labels for your clients
* Reports - Print many comprehensive reports on your clients and their assigned tasks so you have the information you need on time
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