Feature Overview

branded client portal

Your Portal Your Brand    

  • Engage your clients directly through your website portal. A streamlined interaction for you and your clients means more time-saved

  • Add your own brand logo to instantly look professional and stay true to your brand identity

  • No installation needed and optimized for mobile, desktop & tablet. Allow your clients self-serve access to their information anytime, anywhere

client management

Grow Your Client Book

  • Manage your client and contact list, securely record and share personal client information with your team

  • Easily control access to your portal and manage logins

File sharing with desktop sync

File Sharing You Trust

  • Securely share documents and photos through your portal and have your files stored directly in your connected Google Drive, OneDrive or Dropbox account

  • Use your provider’s desktop sync application or web interface to maintain your workflow and easy document access

  • Easily preview files in your portal - no need to download

Secure messaging

Get on the Same Page

  • Consolidate your document, information and other requests in a secure chat-style messaging system

  • Monitor and collaborate on all communication between your team and clients. No more messy inboxes and BCC threads

  • Bank-level encryption secures your communication in transit and at rest

    *Messaging available in April 2021

“As a client, I like having a single place to work with my accountant”
M. Abudrraafay — FileSimple, Tax Client

Made For You

You’ve made a website, now you can make it engaging with a client portal.
See how ClientTable can benefit you and your clients.

Professionals

Tax, accounting, legal, finance, engineering services and more.


Build your virtual practice.

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Freelancers and Consultants

Photographers, personal coaches, translators, voice actors and more


Streamline your services.

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Small Businesses and Organizations

Service providers, community and non-profit organizations

Improve the client experience.

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Everything you need to run your business virtually