Client Portal

The Client Portal is a secure interface where your clients will receive
tasks that are requested by you.
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InfoTrack has developed a Client Portal to streamline communication with your clients to provide a customised experience that reflects your brand.


 

Through the Client Portal, your client can view, track, and complete any outstanding tasks requested by you – all within a secure, two-factor authentication protected user interface. Instead of multiple emails, your client receives one centralised communication covering all requests, creating a more efficient and seamless experience.

 

Your logo and firm name are prominently and consistently displayed within emails and the user interface, ensuring a continuous brand experience for your client.

Start using the Client Portal

See how your firm and your clients can benefit from innovative solutions
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Benefits and features of the Client Portal

Centralised communication

Clients receive a single email summarising all required actions in a clear and organised manner.

Custom branded experience

Your logo appears on all email communications and within the user interface, reinforcing brand identity.

Enhanced security and privacy

The Client Portal is protected with 2FA, ensuring only authorised users can access the interface.

Task management dashboard

You can efficiently track both pending and completed tasks through a single, intuitive dashboard.

Automated task completion

Tasks automatically move to the completed section once they have been actioned.

Cross-platform compatibility

The portal is optimised for both mobile and desktop devices, ensuring a seamless user experience across all platforms.