Upcoming Events

Client Track will be attending the following seminars next month:

October 4-30, 2010 - Alan Salmon Seminars

Each seminar will include a presentation on Client Track. For more information and registration for this event, click here.

October 13-14, 2010 - CICA’s National Conference on Income Taxes

Metro Toronto Convention Centre South
222 Bremner Blvd. at Simcoe St.
Toronto, ON

For more information and registration for this event, click here.

October 21, 2010 - The Financial Technology Show

Metro Toronto Convention Centre South
222 Bremner Blvd. at Simcoe St.
Toronto, ON

For more information and registration for this event, click here.

October 29-30, 2010 - APA & TC: 2010 Fall Seminar

Great Wolf Lodge
3950 Victoria Ave
Niagara Falls, ON

For more information and registration for this event, click here.

Custom Tasks List Columns

Did you know that you can make a custom column and display the Year-End Date, GST Number or any other information about your clients?

To view information in the custom columns, first select any of the View Info buttons on the far right of your task list in the task list view. The window that pops up is Task Information for [task name]. Then, under Custom Information (see below), you can rename these fields and select the type of field by clicking the ‘I’ bubble icon button to the right of the custom field you wish to use field.

Field Name gives you the ability to name this particular field what you wish. You have 4 choices to choose from to tell Client Track what kind of field you wish it to represent. If you select Lookup Field, you can select Year End Date and this column will show up the Year End Date for all the clients in the task list (see below). You can change these fields as often as you wish. You also have the ability to customize 5 different fields to suite your companies needs. This feature may help with your reporting and organized tasks that are coming up for your clients.

Minor Release: Client Track 5.0.492

The newest release of Client Track 5.0.492 is available for download on our website : Free Trial, Upgrades. The following features have been added :

1. Can search appointments by clicking the binoculars icon on bottom in Appointments section.

2. Can adjust width of columns in Tasks List by dragging the divider lines on title bar with mouse.

Note: We are currently working on being able to delete added categories in Address Book and refreshing Calendar Dates column after editing the dates in Task Calendar of Tasks section.

HST Update

Client Track 5.0.486 includes several changes to the GST and PST tasks based on the July 1st changes in Ontario and British Columbia to HST.

The following changes are:

1. We changed the GST tasks due after July 1 to “HST” but otherwise no other changes are made.

2. We removed all PST tasks due in Ontario, ON and British Columbia, BC after July 23, 2010.

3. We make sure there is a final PST return task due on July 23, 2010 to make your final payment.

To download Client Track 5.0.486, click here to upgrade or try free trial.

HST Invoice Change

When creating invoice for your client from Ontario or British Columbia, you will need to manually change the tax settings to HST by doing the following:

1. Select a docket ready for invoice and click Create Invoice in List View.

2. Click Display Settings in Invoice window.

3. Click Taxes tab and change settings to HST.

Minor Release : Client Track 5.0.484

The newest release of Client Track 5.0.484 is available for download on our website : Free Trial, Upgrades. The following features have been added :

1. Compatible for 64-bit Windows 7.

2. Substantial increase in the speed of Client Track.

3. HST compatible for changes in Ontario and British Columbia.

Better Solutions Workshop Tour

Client Track and Keystone Templates will be hosting the Better Solutions Workshop Tour in June 2010. Our goal of this workshop is to offer a FREE four hour training session on both Client Track and Keystone Templates to give Accounting Professionals an in-depth look at all the real features and functionality of these programs.

By offering training in two products in one workshop, we are providing more value for those who already use these products and we are also providing a detailed look at the value-added and benefits for those who want to find out how these products can save you time and money.

The Better Solutions Workshop will include morning (9:00am-12:30pm) and afternoon (1:00pm-4:30pm) sessions of Client Track and Keystone Templates and will be taking place at the following dates and cities:

June 14, 2010 – Charlottetown, PEI
June 15, 2010 – Moncton, NS
June 16, 2010 – Halifax, NS
June 17, 2010 – Montreal, QC
June 18, 2010 – Mississauga, ON
June 19, 2010 – Toronto, ON
June 21, 2010 – Ottawa, ON
June 22, 2010 – Winnipeg, MB
June 23, 2010 – Regina, SK
June 24, 2010 – Edmonton, AB
June 25, 2010 – Calgary, AB
June 26, 2010 – Vancouver, BC
June 28, 2010 – Victoria, BC

For more information on which session Client Track and Keystone Templates are featured, pricing and locations, contact us toll-free at 1-866-423-8552 or by email at sales@clienttrack.ca.

Minor Release : Client Track 5.0.462

The newest release of Client Track 5.0.462 is available for download on our website : Free Trial, Upgrades. The following features have been added :

1. Time & Billing > Quick Entry (brand new) – a new quick entry wizard to give you the abilty to quickly enter your time.

2. Time & Billing > List View - Quickly select dockets for specific clients that are ready to be invoiced with an open list in this view. In addition, there are 5 options to choose from at the bottom.

3. Appointments - In the “Add New Appointment” window, you can now add text in the Appointment Display Text above and below what you have typed in the appointment name.

4. Appointments - In the “Add New Appointment” window you can now add Custom Info to the appointment for additional information. Please see the last tab in this window.

5. Tools > Compress Data File Wizard (brand new) – If your data file is running slow, follow the steps in this wizard to compress your data file.

6. Personal Clients > Employee Assigned - On the General Info screen, you will now see a display box on top right that will show you what employee is assigned to this client.

7. Personal Clients - When adding or editing a client, you can dynamically split and combine main and spouse information for display in the lists.

8. Personal Clients > View List - We now have a totals column in the personal tax list so you can see how many of each check box you have checked for your personal clients.

Client Track User Guide

The Client Track Team has also put together a Client Track User Guide; a hard copy of the help centre for you to download.

You can download our Client Track User Guide either from our website or at our online help centre.

Note : You will need Adobe Reader to view the Client Track User Guide. To download a free copy of Adobe Reader, click here.

Client Track Events (January 2010)

Client Track will be attending the following :

1) Knowledge Bureau : Line by Line T1 Tax Update Workshop at the Crowne Plaza Airport in Toronto on January 25. Client Track will take part in the “Lunch & Learn” session. For more information on workshop, click here.

2) APA&TC : 2010 Tax Update Seminar at the Marriott Toronto Airport in Toronto on January 29-30. For more information on the seminar, click here.

Client Track Newsletter

The Client Track Team would like to keep you up to date on software updates & releases, latest events, tutorials, special offers, and other information we think you’d like to hear about. We are pleased to be able to offer you our new and free e-newsletter. This regular newsletter will bring new product and service information directly to your e-mail inbox.

To subscribe to our free e-Newsletter, click the following link and complete the newsletter subscription form.

CLIENT TRACK NEWSLETTER