Have Questions? Contact us at 1-866-423-8525 or via email at mark@clienttrack.ca
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1 Day Client Track Workshop Webinar
September 13, 2016 - 9:00am - 4:30pm (EST)
September 14, 2016 - 9:00am - 4:30pm (MST)
The workshop webinar is a great opportunity for individuals and staff members who were
unable to attend our previous workshop tours due to various reasons (i.e. too busy, not
located in same city, etc) to learn all of the features of Client Track and the benefits that
Client Track can bring to the business.
Check out what some attendees have said about our workshop.
Workshop Webinar Dates & How To Register
The workshop webinar is done by connecting to a secure online conference (GoToWebinar)
where signed up members can view Client Track from our representative's computer screen.
To sign up to our workshop webinar, simply click on 'Register Now' beside the date of your choice.
Webinar Dates (1-Day Webinar)
September 13, 2016
9:00am - 4:30pm (EST*)
Register Now Button (September 13, 2016)
September 14, 2016
9:00am - 4:30pm (MST*)
Register Now Button (September 14, 2016)
*EST - Eastern Standard Time, *MST = Mountain Standard Time
What Is The Cost To Attend?
$129.50 per ticket (plus applicable taxes).
Buy 2 or more (up to 5) - Receive 30% off
Buy 6 or more (up to 8) - Receive 40% off
Buy 9 or more - Receive 50% off
Schedule Breakdown
The workshop webinar is a full-day event and the schedule breakdown is shown below. If you want
a hard copy of the schedule, click here to download PDF (33 KB).
Time
Topics We'll Be Covering
9:00am - 9:30am
Introduction, Goal of our program and how it can save time in your office
9:30am - 10:45am
Client Information, Scheduling Tasks, Task Management & Auto-Notifications
10:45am - 11:00am
Break
11:00am - 11:30am
Tracking Missing Information & Client Communications
11:30am - 12:00pm
Estimated Budgeted Times & Staff Time Allocation
12:00pm - 12:30pm
Appointments Scheduler, Address Book & Client Reports
12:30pm - 1:15pm
Lunch Break
1:15pm - 2:00pm
Projects, Assigning and managing teams for large tax projects
2:00pm - 3:30pm
Time & Billing - Time Entry, WIP Analysis, Invoicing & Payments
3:30pm - 3:45pm
Break
3:45pm - 4:15pm
Time & Billing Report Analysis, Realization and Productivity breakdowns,
analyzing where you are really profitable and where you are not.
4:15pm - 4:30pm
Wrap Up, Questions & Discussing Future Improvements
Are There PD Points?
Yes. After the full-day workshop webinar, an email will be sent to you with a PDF copy of your
certificate of 7 PD Points.
Testimonials
More than 400 attendees participated in our previous Client Track Workshops. Here are some
of the comments attendees have said about our workshop:.
"I sat in on the workshop webinar and I never realized how much this program can do.
It was fantastic! "
"I was logged into the webinar and thought it was fantastic! So much so, that I would
love to know when the next webinar might be offered. I would like all of my staff to attend."
"I enjoyed the format and found it very informative."
"Very informative, certainly have not been using this program to it's potential - will be
able to go back and update office productivity."
"The software offers alot of features. Lots of it."
"Overall, the workshop was a great learning experience."
Refund Policy
We know that sometimes things come up where plans change and if you are unable to attend the
workshop, we be happy to offer you a full refund for your registration up to 3 days prior to the
Client Track Workshop Webinar.
Contact Us
Have questions about the Client Track Workshop Webinar ? Contact us at 1-866-423-8525
or by email at .
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca