Have Questions? Contact us at 1-866-423-8525 or via email at mark@clienttrack.ca
Quick Links
Client Track Webinar
May 23 or 24 - 12:00pm - 3:30pm (EST)
Note: The Client Track Webinar is divided into 2 half-day webinars. You
can choose to attend one or both half-day webinars.
The 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.
Webinar Pricing
1 Half-Day Webinar: $80.00 per ticket
2 Half-Day Webinars: $129.50 per ticket
Buy 2 or more (up to 5) - Receive 30% off
Buy 6 or more (up to 8) - Receive 40% off
Webinar Registration
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 webinar, simply click on 'Register Now' beside the date(s) of your choice.
Upcoming Webinars
MAY 23, 2018
MAY 24, 2018
MAY 23 & 24, 2018
*EST - Eastern Standard Time
Webinar Schedule
The schedule breakdown includes all the topics that we'll be covering in the half-day webinars.
Topics We'll Be Covering
May 23, 2018
12:00pm - 12:30pm
Introduction, Goal of our program and how it can save time in your office
12:30pm - 1:45pm
Client Information, Scheduling Tasks, Task Management & Auto-Notifications
1:45pm - 2:00pm
2:00pm - 2:30pm
Tracking Missing Information & Client Communications
2:30pm - 3:00pm
Estimated Budgeted Times & Staff Time Allocation
3:00pm - 3:30pm
Appointments, Address Book, Client Reports, Wrap Up & Questions
May 24, 2018
12:00pm - 12:45pm
Projects, Assigning and managing teams for large tax projects
12:45pm - 2:15pm
Time & Billing - Time Entry, WIP Analysis, Invoicing & Payments
2:15pm - 2:30pm
2:30pm - 3:15pm
Time & Billing Report Analysis, Realization and Productivity breakdowns,
analyzing where you are really profitable and where you are not.
3:15pm - 3:30pm
Wrap Up & Questions
PD Points
If you attend 1 half-day webinar, you'll receive a certificate of 4 PD Points.
If you attend 2 half-day webinars, you'll receive a certificate of 7 PD Points.
A PDF copy of your PD certificate will be sent to your email inbox on the following day of webinar.
"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 .
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.
Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca