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Ratings and Reviews 720 Ratings
What is ClientTable?
Effortlessly collect and share client documents and information while improving your operational efficiency. Create your virtual office presence with a sleek and intuitive client portal that allows clients to access their files 24/7. This portal is easily accessible from any device, at any location, and at any time. Boost your brand's identity by integrating your logo and a customized subdomain that will be displayed on the login screen, throughout the portal, and in all email correspondence. Unlike many client portals that limit you to their constrained file systems, ClientTable uniquely offers complete integration with your personal cloud storage. You can access documents via your storage’s web interface, desktop application, and mobile app. Furthermore, files uploaded from your desktop can be quickly shared with clients through the portal, enabling you to share any folder or file, including sub-folders and individual items. With ClientTable, not only is managing client interactions more streamlined, but it also enhances the overall user experience, making it an invaluable tool for professionals. This innovative approach ensures that your workflow remains uninterrupted and highly efficient.
What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
Integrations Supported
Axis LMS
Calendly
Dropbox
Gmail
Google Contacts
Google Drive
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
Integrations Supported
Axis LMS
Calendly
Dropbox
Gmail
Google Contacts
Google Drive
Google Forms
Google Sheets
Mailchimp
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
$14 per user per month
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ClientTable
Company Location
Canada
Company Website
www.clienttable.com
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management