4 Things You're Wondering About ClientTable

1. How did ClientTable Start?

We started out as a virtual tax practice.

The story of ClientTable begins as a virtual tax practice. I had built out a streamlined online tax prep service that would allow our clients to login to our site, and very quickly have their tax return prepared remotely. Our clients raved about our process and it even allowed our firm to reach high-value international clients. 

However, what our clients didn’t know was that our process was barely stitched together with lots of time-consuming manual work in the back! There had to be a better way, and after discussing it with my now co-founder, Ali, we set out to build the technology that would make life easier, not only for our firm, but the growing trend of virtual practices.

2. What drives you?

We're driven by our values.

Technology should help entrepreneurs win, not lose. Many of today’s advancements are controlled by large corporations and are displacing entrepreneurs. We’ve set out to balance the playing field by building software to help tax & accounting practices build their ‘tech stack’ to compete in the new world. 

We value diversity, fairness and transparency. We look out for our staff, users, their clients, and our communities and are not chasing just profit. We’re relentlessly focused on building products that will drive value and success in the lives of our users.

3. What can I do with ClientTable?

You can create a professionally branded client portal, share files, communicate securely and more.

ClientTable is on a mission to help create a stellar online experience for you and your clients. With our software you can create a login for clients to your ‘virtual office front’. You can impress clients with your branded portal and easily share files which are stored directly in your own Dropbox, OneDrive, or Google Drive account. Your clients can have secure self-serve access to their documents 24/7 and your team will save time with the integrated workflows. Our product’s goal is to be more than just practice management software.

We’re constantly expanding features. Future functionality includes secure messaging, e-forms, e-signature and more. We love to hear directly from users, you can reach out at support@clienttable.com or schedule a call to get a demo, ask questions, give feedback or make feature requests.

4. Sounds amazing! Can I start for free?

Yup, we've got a Free Forever Tier.

Start now and save time for you and your clients by creating your branded file sharing portal with ClientTable, for free. Upgrade only when you need to - more details are available on our pricing page.