ClientTable

ClientTable is a secure file sharing and client portal solution specifically designed for tax and accounting professionals. This platform is tailored for small to medium-sized tax and accounting practices, providing them with a secure and efficient way to collaborate with clients. ClientTable is utilized by a wide range of professionals in the finance industry, including tax professionals, accounting professionals, financial advisors, bookkeepers, and consultants.

Key Features

Branded Client Portal: Users can create a branded client portal where clients can access their files 24/7 from anywhere. The portal can be customized with a business logo and a custom subdomain for a professional and branded look.

File Storage and Sync: ClientTable seamlessly integrates with preferred cloud storage providers, such as Dropbox, OneDrive, or Google Drive, for file storage and sync. Users can access portal documents through their storage web interface, desktop, and mobile application.

Secure File Sharing: Users can securely share folders and sub-folders with clients, allowing them to access and upload documents. Granular permissions control who can view, edit, upload, or delete files. Email notifications are sent when clients upload new documents and files can be previewed directly in the portal.

Secure Messaging: Users can consolidate their communication with clients in a secure chat-style messaging system. Channels can be created to organize conversations with clients, staff, or collaborators. Email and in-browser notifications are available for new unread messages.

Client Profiles: Users can securely manage their client and contact list. Client information can be recorded and shared with the team. Custom data fields can be added to track specific information.

File Upload Widget: Clients can easily upload files through an upload page or widget without needing a login. Uploaded files are organized by the client who sent them and appear in the user's drive. The upload widget can be embedded on the user's own site or used on the publicly accessible page on the portal.