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For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

If you need support with ClientTracker, please see if your question is in the Knowledge Base below.
If not, send us an email and describe your problem. Click here for infomation on our support contract.

Knowledge Base

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Top 10 Most Popular Articles By Views How do I move an appointment? How do I sort clients? How do I schedule a new appointment in the calendar? What happens when I purchase ClientTracker? What format should I use to enter the time of a new appointment? How can I move ClientTracker to another computer? Should I back up the software? Can I use my ClientTracker software on more than one computer? Is ClientTacker compatible with Palm devices or Pocket PCs? What is your support policy?

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