Have Questions? Contact us at 1-866-423-8525 or via email at mark@clienttrack.ca
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Client Track Half-Day Workshop Webinar
January 10 or 11, 2017 - 12:00pm - 3:30pm (EST)
Note: The Client Track Workshop is divided into 2 half-day webinars. You
can choose to attend one or both half-day webinars.
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.
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 webinar, simply click on 'Register Now' beside the date(s) of your choice.
Upcoming Webinars
JANUARY 2017
January 10, 2017
Register Now Button (December 6, 2016)
January 11, 2017
Register Now Button (December 7, 2016)
January 10 & 11, 2017
Register Now Button (December 6 & 7, 2016)
*EST - Eastern Standard Time
What Is The Cost To Attend?
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
Buy 9 or more - Receive 50% off
Schedule Breakdown
The schedule breakdown includes all the topics that we'll be covering in the half-day webinars. If
you want a hard copy of the schedule breakdown, click here to download PDF (540 KB).
Topics We'll Be Covering
Half-Day: December 6, 2016
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
Break
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
Half-Day: December 7, 2016
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
Break
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
Are There 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.
Testimonials
"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