I have carried a subscription to ClientTrack Portal almost since the time it became available. It is a decent product, and I do like that you can change from folder view to list view for files and folders. I find they don’t respond to suggestions and ideas very well, and the portal itself does need quite a bit of improvement. I find the synchronization to be a bit flakey sometimes… and almost seems to hang for a while when you want to add a client and have them show up on the portal. I don’t think ClientTrack allows you to add clients directly to the online portal, you need to add them to the Client Track desktop and wait for them to populate on the portal. Also, ClientTrack does not have signature capabilities, although I think Mark may have mentioned they were going to be working on an e-signature feature?
I feel that TaxFolder has the potential to be quite a bit more powerful than ClientTrack Portal for e-signatures and for storing documents. Client Track is good in so much as the online portal incorporates workflow… but I don’t need to use it for that.