Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Track-IT™ is ATSER's online document management system designed to enable owners, designers, contractors, and other service providers to efficiently store and categorize all project-related information. Upon initiating a new contract within the Construct-IT™ module, Track-IT™ automatically generates a structured file folder hierarchy to facilitate the archiving of documents as they are produced. Administrators, engineers, project managers, and directors have the flexibility to customize the information library, allowing for the creation of additional folders and sub-folders as needed. ATSER® offers tailored customization to meet the specific requirements of their clients. Additionally, the system supports integration to establish business logic and workflow parameters that cater to unique needs. Security is prioritized with web-based technology that includes individual login credentials, which define user roles, responsibilities, viewing permissions, editing capabilities, and access rights. This comprehensive approach ensures that all project documentation is organized, secured, and easily accessible to authorized personnel.
Description
Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.
API Access
Has API
No
API Access
Has API
No
Integrations
Dropbox
No
Google Drive
No
Microsoft OneDrive
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$14 per user per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ATSER
Founded
1993
Country
United States
Website
www.atser.com/track-it/
Vendor Details
Company Name
ClientTable
Country
Canada
Website
www.clienttable.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
Yes
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes