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.

Pricing

Price Starts At:
$14 per user per month
Free Version:
Free Version available.

Screenshots and Video

Company Facts

Company Name:
ClientTable
Company Location:
Canada
Company Website:
www.clienttable.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ClientTable Categories and Features

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking