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
Simple and friendly to use - your clients will LOVE it.
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.
Files sync 2-way: your clients can upload files into the portal while you can manage everything from your preferred drive
Leverage the power of hundreds of apps which connect to the popular storage providers such as: QuickBooks, Hubdoc, AutoEntry and more
Access portal documents through your storage web interface, desktop, and mobile application
Maintain your workflow by easily accessing client files where you work
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
Total freedom to organize your file structure to your business needs
Documents are shared through the portal only with clients - not your storage drive
Control who can view, edit & upload, or delete documents
Prevent clients from deleting important source files
Control which Staff can modify sharing permissions
Get email upload notifications when clients have added new documents
Users can preview files directly in the portal without the need to download
Clients can fill out information directly in the portal by annotating and editing documents
Create channels to organize your conversations with clients
Add clients, staff or collaborators to channels and avoid multiple email threads and siloed information
Streamline your information and data requests - no more messy inboxes and BCC threads
Intuitive and friendly, your messages are accessible from any web browser. Give your clients an integrated ‘app like’ experience with your firm
Get email and in-browser notifications for new unread messages
Bank-level encryption (256-bit SSL) secures your communication in transit and at rest
Enable Two-Factor Authentication to safeguard you and your clients with an additional layer of security
All your interactions with ClientTable are encrypted. We utilize industry leading SSL with 256-bit encryption.
ClientTable does not store files directly - leverage world class security from Google, Microsoft and Dropbox
Securely record client information, manage your client and contact list and share profiles with your team
Add custom data fields to client records to track information you need
Easily control access to your portal and manage logins
Allow clients to easily upload files through an upload page or widget - no login needed. Satisfy those clients who won’t create a log in!
Uploaded files will appear in your drive, organized to the client who sent them
Embed the upload widget directly on your own site, or use the publicly accessible page on your portal
ClientTable is the secure file sharing and client portal solution built for tax and accounting professionals. Impress your clients and streamline your workflow in today's virtual world.
