Audience
Organizations in need of a file sharing and branded client portal built for tax and accounting practices
About ClientTable
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.
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Pricing
Starting Price:
$14 per user per month
Free Version:
Free Version available.
Integrations
Company Information
ClientTable
Canada
www.clienttable.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
ClientTable Frequently Asked Questions
ClientTable Product Features
Accounting Practice Management
Client Management
Client Portal
Document Management
For CPA Firms
Approval Workflow
Billing & Invoicing
Due Date Tracking
Project Management
Staff Management
Time Tracking
Tax Practice Management
Client Management
Client Portal
Document Management
Workflow Management
Approval Process Control
Billing & Invoicing
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms