Name: ClientTable
Price: 14 USD
Author: ClientTable

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Batch Management Software

Mobile App Development

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Policy Management

Enterprise

Accounting

Accounts Payable

Accounts Receivable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Course Authoring

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Consulting and Advisory Services

Container Management

Content Delivery Networks (CDN)

Data Warehouse

Database DevOps

Distributed Denial of Service (DDoS) Protection

Embedded Business Intelligence (BI)

Firewall Security Management

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

IoT Device Management

Managed Private Cloud

Migration

Network Performance Monitoring

Output Management

SOA Application Gateways

SaaS Management

System Monitoring

Traffic Switching

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Email Marketing

Landing Page

Market Intelligence

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Product Configuration

Sales Engagement

Sales

Cloud Access Security Brokers

Secure Access Service Edge (SASE)

Security

Construction Workforce Management

Dental

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Vertical-Specific

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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.


Basic

Team

Business

Karbon

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File sync and share software and services support file sharing across multiple devices and with many users, and synchronize files to maintain file integrity. Cloud and on-premise solutions exist. Enterprise solutions tout security and compliance features.

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ClientTable

Overview

What is ClientTable?