Client Portal
InfoTrack has developed a Client Portal to streamline communication with your clients to provide a customised experience that reflects your brand.

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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.
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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
Benefits and features of the Client Portal
Centralised communication
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.
