Using Client Track I am able to store documents, as well as assign, track and follow client work from engagement to completion. A great workflow tool!

All in on workflow tool.

Document uploading can be a little clunky.

I can store all clients information. Time tracker, store files, keep tract of employees working on program, security access

not practical, overpriced for a program that has less functionality than an excel spreadsheet, does not integrate well with Quickbooks, not very accurate, not easy to navigate

We basically use this software in the most basic of functions. There is no training and very little support to be able to fully utilize this software as it was intended. Do not plan on using it for much longer

I have nothing positive to say other than it is an efficient program for archiving client data

We are paying for this program to track client billing, monitor client tasks that need to be accomplished accross our accounting team and ideally have it all integrate seamlessly with Quickbooks. We have been using this now for over a year and all we do is record client data in it. We have not been able to do anything with monitoring or assigning tasks. Your system is not user friendly, there was no training, so if we cant figure it out we can use it. The client time tracking was cumbersome and are using TSheets for that and they have been wonderful.

Setting up recurring tasks has been a valuable tool for my office. It allows me to assign work to employees and have those tasks pop up on their lists which helps them plan their week and month. We also use it as a communication and scheduling tool. I often set a reminder for myself for the next day so I don't forget what I wasn't able to complete or which phone calls or emails I need to respond to. This program has helped tremendously with scheduling and not allowing things to slip through the cracks. That was a challenge prior to using Clear Biz, and I find the program has helped tremendously in these areas.

The scheduling and task management. Scheduling recurring tasks makes everyone's workload much easier to plan for and things don't get missed in the busyness of workflow.

Some of the tabs are specialized for the state of California, so I don't use them because I'm in the state of Washington. However setting up my own Custom tasks is not difficult, so I've used those instead.

From the initial set up to the date of this review, we have not been able to truly take full advantage of the program as expected. The program does not offer any advantages or integrations that can be done with less costly programs and much responsive Tech Support. The synchronization between the program and QuickBooks not working properly and when call tech support for assistance they refer you to QuickBooks for support. Why develop a program to sync with other program and when there is a snag send you for support with an unrelated company. If they improve on the tech support and better program communications to do as advertise, then I would definitely reconsider using them.

This is a basic system that helps us track our work flow . Unfortunately it does not interface with Outlook so our emails are not stored within client folders.

Its fairly easy to use and inexpensive

There are many things it cannot do

We have been using this product for about 9 months and we love it. The only downside is the constant freezing and if you leave it open for more than 2 hours, you have to close it and log back in to use it. I was told it was a Windows 10 issue but it seems that there should be a way to fix it. Otherwise the ease of use and ability to customize it to our firm is wonderful. The customer support has been excellent as well. Every time I call, they are available to help and walk me through anything I need. I really appreciate that in this world of never getting to speak to a live person. I never have to deal with a computerized answering service. I'd give them 6 stars for customer service!

I thought this program would be helpful for tracking deadlines for our office. It is helpful but our experience getting the program started was very unsatisfactory. We were able to get assistance after I complained, so I am thankful for that and that they stood behind their product.

Product has awesome potential! I was very excited to view product and get started. When we installed it was apparent that this was not the product viewed. We were told we would have to customize all the form names and due dates for US Forms and states, but an update would be coming in about two weeks. We are still waiting on that update 14 months later. I keep getting told it is coming, but I had to move on.

Ability to track and report

No US or state forms support.