Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Filerev Reviews & Ratings
    3 Ratings
    Company Website
  • Axero Reviews & Ratings
    151 Ratings
    Company Website
  • FAMCare Human Services Reviews & Ratings
    22 Ratings
    Company Website
  • MASV Reviews & Ratings
    63 Ratings
    Company Website
  • Now Commerce Reviews & Ratings
    39 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website
  • AestheticsPro Reviews & Ratings
    582 Ratings
    Company Website
  • Synchredible Reviews & Ratings
    12 Ratings
    Company Website
  • QBench Reviews & Ratings
    121 Ratings
    Company Website

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 Clarity Practice Management?

Clarity Practice Management (CPM) is an innovative client-centric software-as-a-service solution tailored specifically for CPAs, accountants, tax preparers, and firms of varying sizes. This platform not only enhances the overall value of your practice but also reduces the strain of non-billable management tasks that often take up precious time. The concept for Clarity Practice Management emerged from a genuine connection between an accountant and their client nearly ten years ago. With CPM, both service providers and clients can interact effortlessly through a singular, intuitive platform, distinguishing it from other available services in the market. This groundbreaking solution not only simplifies communication but also nurtures a more efficient and cooperative atmosphere for everyone involved, ultimately leading to improved outcomes for both clients and accountants alike. By integrating various functions into one cohesive system, CPM enables professionals to focus on what they do best—serving their clients effectively.

Media

Media

Integrations Supported

Dropbox
Google Drive
Microsoft OneDrive
Service Center

Integrations Supported

Dropbox
Google Drive
Microsoft OneDrive
Service Center

API Availability

Has API

API Availability

Has API

Pricing Information

$14 per user per month
Free Trial Offered?
Free Version

Pricing Information

$50 per 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

Clarity Practice Management

Company Location

United States

Company Website

www.claritypracticemanagement.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 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

Popular Alternatives

Popular Alternatives

DT Practice Reviews & Ratings

DT Practice

Thomson Reuters
Senta Reviews & Ratings

Senta

IRIS
CCH iFirm Reviews & Ratings

CCH iFirm

Wolters Kluwer