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support@sharetrack.orgAfter signing up, you'll be guided through an onboarding wizard that helps you set up your organization, import existing shareholder data, and configure your preferences. Enterprise customers receive white-glove migration assistance.
Yes! ShareTrack supports CSV imports for shareholders, certificates, and historical records. Our Enterprise plan includes dedicated data migration support to ensure a smooth transition from your existing systems.
Connect your QuickBooks Online account through our secure OAuth integration. Once connected, invoices generated in ShareTrack automatically sync to QuickBooks as ready-to-send invoices. Customer records are kept in sync between both systems.
Absolutely. ShareTrack uses bank-level encryption (TLS 1.3 in transit, AES-256 at rest), multi-tenant data isolation with row-level security, and regular security audits. We are SOC 2 Type II compliant.
Yes! The Shareholder Portal (available on Professional and Enterprise plans) allows shareholders to view their holdings, certificate history, and outstanding invoices. You control exactly what information is visible.
You can cancel your subscription at any time from your account settings. Your data remains accessible until the end of your billing period. You can export all data before cancellation.
Upload your board meeting audio, and our AI transcribes and summarizes it into professionally formatted minutes. You can choose between summary, standard, or detailed output levels. The feature includes speaker identification and agenda extraction.