Keepin' Trax Client Engagement Tracking System
Client job tracking system for CPA offices. Paperless, proven way to manage your practice. Know the status of all jobs, all deadlines, all workloads . . at your fingertips. Keepin’ Trax is an integrated application focused on managing tasks through your company’s workflow. It is targeted for helping CPA firms of 1 to 30 persons.“Instead of having to manage lists and spreadsheets, all of our client commitments are tracked, from step-to-step in our process. The system also sends alerts, if we are close to missing due dates. What a fantastic increase in our productivity and accuracy for client deliverables.” Bobbie R. - 12-person CPA firm
