ClientTable Overview
What is ClientTable?
ClientTable is a secure, white-label client portal built specifically for tax and accounting professionals. It focuses on streamlining document exchange and secure communication between the firm and its clients. A standout feature is its ability to sync seamlessly with popular cloud storage services like Dropbox, OneDrive, and Google Drive, allowing for easy, bidirectional file management. Professionals can create custom-branded client login pages, send and receive secure messages, and efficiently obtain files from clients. Built on a proven secure infrastructure, ClientTable is designed to impress clients with a professional digital experience while significantly simplifying the firm's document collection and workflow in a virtual working environment.
Who it's for:
This software is designed for tax accountants, CPAs, and bookkeeping firms that need a secure, professional, and easy-to-use portal for client interactions. It is ideal for practices looking to enhance their digital client service, securely manage document flow, and integrate with their existing cloud storage systems without technical complexity.
Our verdict:
ClientTable excels as a focused and effective client portal solution. Its robust security, clean branding options, and smart integration with major cloud drives make it an invaluable tool for accounting professionals seeking to build client trust and streamline their virtual document workflow efficiently.
ClientTable Details
ClientTable Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
ClientTable Support options
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
ClientTable Training options
Documentation
Live Online
In-Person
Videos
Webinars
ClientTable Related Categories
ClientTable Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
ClientTable Pricing
Tiered pricing system
ClientTable Features
Most valued ClientTable features by users
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Approval Process Control
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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