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Langley Fraser Valley Regional Meeting: Client Track Portal
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10/8/2019
When: October 8, 2019
6:00 to 8:30 PM
Where: White Spot Restaurant
3070 264th St
(604) 856-0344
Aldergrove, British Columbia  V4W 3E1
Canada
Contact: Meagan Rockett
866-616-4722


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Client Track Portal  

Join Regional Developers Rachel Devine, CPB and Jennifer Klein, CPB for an evening learning about The Client Track Portal and how it can protect you.

Presenter via web - Mark Merson

I'm a dynamic, goal-oriented professional and have a reputation for cultivating business relationships. This includes working with SMB Accounting Professionals. My experiences also include a recent business partnership, Sales Management, Public Speaking, Marketing ( both traditional and Social media)

Client Track Portal Main Page- https://www.clienttrackportal.com/

  • Our Portal Syncs up with Client Track on the Desktop- so your clients can see Tasks, Missing Information, Documents/Instructions from Client Track desktop
  • Send and Receive emails securely - Just like an e-transfer- You can send a secure email that contains attachments along with Text to anyone and will track the status of the email
  • A link can be added to your signature address or website for your clients to click on a share documents, securely
  • Track the status of All Your Emails: Be notified of when the files was opened, who uploaded or downloaded and looked at a file
  • Securely share a dedicated folders with all your clients and invite them to log in and update documents, on any device.
  • My Vault: Have a separate "Back Up Folder" to manage all your documents, data-files and emails, including your clients'

My Recent Linked in Article - Hackers Focusing on Small Businesses https://www.linkedin.com/pulse/hackers-focusing-small-businesses-large-customer-b

Regional Network Chair - Rachel Devine, CPB and Jennifer Klein, CPB

Attending this meeting qualifies for one Professional Development Credit

The cost of the meeting is free; however, you are responsible for your own meal and beverage.

Dining out with food allergies can be a challenge, but it can be done safely. The best way to stay safe is by being informed and communicating your needs.

Before you go: ‘Be Informed and Inform’.
We recommend contacting the restaurant ahead of time and talking to the restaurant or kitchen manager.

At the Restaurant: ‘Communicate’.
Talk to the server upon arriving and to the IPBC Regional Network Chair and advise them of your food allergies.

Block out time on your calendar for this event right now. Why? Just imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice, to being a Certified Professional Bookkeeper (CPB) and, to receiving greater professional recognition inside and outside of this network.

Regional meetings are a vital part of that formula for success. They're a unique chance to combine learning – a guest speaker shares expertise that's sure to make your work a bit easier – with fun and powerful networking.

Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non-members are welcome to attend three meetings to evaluate IPBC. Afterwards, you must join to participate in Regional Meetings.

Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed.

We look forward to seeing you there!


Calendar

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