Your Centralized Case Management Software

Built for Case Managers,
by Case Managers

Acctrak™ is a purpose-built case management software  that helps you take control of every step, from intake to resolution. Reduce manual admin, improve reporting accuracy, and keep all stakeholders aligned. Built in Canada and fully SOC 2 and PIPEDA-compliant.

Everything You Need. Nothing You Don’t.

A Seamless Experience Across Your Entire Case Management Workflow

Live Dashboard
and Insights

Say goodbye to fragmented workflows. Monitor case activity, deadlines, and outcomes in real time from your customizable dashboard. Stay proactive with up-to-date information at your fingertips.

Customizable & Comprehensive Reporting

Leave poor or incomplete reports in the past. Generate detailed, exportable reports tailored to meet audit requirements and identify trends quickly with flexible reporting tools.

Collaborative
Case Access

Avoid communication gaps with reliable shared access. Team members and relevant stakeholders can track claims, share notes, and update files transparently for seamless coordination and reducing duplicated efforts.

Automated File Transfers & HRIS Integration

Eliminate manual handoffs with secure SFTP file transfers of employee eligibility data and HRIS integrations that automatically generate referrals.

See Acctrak™ in Motion

You’re Never On Your Own With Acctrak™ 

Real Support From Real Experts.

From implementation to everyday support, you’ll work with a dedicated team of case management experts. Get expert guidance for:

Personalized onboarding tailored to your team
Hands-on assistance with software setup and user access
Dashboard and reporting customization based on your workflows
Step-by-step training to get your team up and running
Ongoing support from people who understand your world
Book a Demo

See What’s Possible
With Acctrak™

Transform Your Organization and Help Your Employees Return-to-Work.

With Acctrak™, organizations have been able to spot trends and close gaps, shorten return-to-work timelines, align HR and leadership, support employees more effectively, and act faster with real-time insights.

Read the Performance Index Report to see what’s possible when your claims process is powered by the right platform.

Case Management, Simplified.

Improve Your Workflow, Spotlight Trends, and Gain Real-time Insights

Flexible Plans For Long-Term Success

Whether you're managing a small internal team or a large, multi-department operation, Acctrak™ offers flexible pricing tailored to your organization's size and setup. No hidden fees. No add-ons you won’t use. Just purposeful features that make a difference.

Access Tier

Core

Ideal for organizations needing a fast, structured implementation

Features:
Core absence and disability management features
Basic case intake, tracking, and reporting tools
Limited customization (branding, form fields, workflow triggers)
Standard dashboard views for case visibility
Premium Tier

Bespoke

For organizations seeking full alignment with internal protocols & practices

Features:
Fully tailored workflows and permissions
Customized intake and documentation standards
Custom dashboards and reporting views
API integrations with internal systems (e.g., HRIS, payroll, EAP)
Strategic consultation during system build
Add-On Package

Advanced

Designed for organizations seeking full alignment with internal protocols & practices

Features:
Hands-on implementation support
Workflow mapping based on operational goals
Ongoing platform optimization and feature configuration
Change management
planning
Continuous improvement insights and usage audits
Scalable rollout support across multiple teams or locations

Trusted by Teams Across Canada

What Professionals Are Saying About Acctrak™

“What I really like about Acctrak™ is how easy it was to make it work for us. We were able to set things up around our own internal process instead of trying to fit into one rigid system. It’s really helped us spot trends sooner, stay more organized, and give better support to our people.”

Mark D.
Disability & Leave Program Advisor, Municipal Government Sector

“Before Acctrak™, keeping track of everything felt messy. Now, I can see exactly where each case stands at a glance. The intake forms are so easy for employees to fill out, the reporting is super clear, and it’s honestly just made the whole process feel a lot more manageable and human.”

Rachel T.
HR Manager, National Retail Organization

Is Acctrak™ Right For You?

Can Acctrak™  adapt to our internal processes?

Yes, Acctrak™  is designed to flex around the way you work. Whether you need custom reporting views, tailored user permissions, or workflows that mirror your internal structures, our team will help you configure the platform to fit your organization.

How can Acctrak™ support a better return-to-work experience?

Acctrak™  makes the return-to-work process more transparent and collaborative across all stakeholders. With centralized case files, real-time updates, and secure communication tools, everyone stays on the same page. This cohesive ecosystem leads to less back-and-forth, fewer delays, and promotes a more supportive experience for employees.

What kind of support do we get after implementation?

You’ll have ongoing access to a dedicated support team made up of seasoned case management professionals. From troubleshooting to new feature rollouts, you’ll always speak to someone who understands your day-to-day operations.

Will Acctrak™  integrate with the tools we already use?

Yes. Our team will work with you to understand your current tech stack and identify integration opportunities where it makes sense. We’ll make sure Acctrak™  fits seamlessly into your ecosystem.

Is Acctrak™  secure and compliant with Canadian regulations?

Absolutely. Acctrak™ is hosted in Canada and fully SOC2 and PIPEDA-compliant, with built-in safeguards to protect sensitive personal and health data. It’s built specifically for Canadian organizations that need a secure, privacy-first approach to claims management.

Let’s Talk About Your Claims Process

See how Acctrak™ can simplify your claims management. Book your personalized demo or reach out to our team if you have any questions today.

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