“Perfect for virtual tax preparation.

It really helped to streamline our virtual tax clinic. The best benefit was that our clients personal information was 100% secure. We strive to make things as easy as possible for our clients, and ClientTable made that possible.”
Habiba M.

Features

All the features you want, with the reliability and security you need.
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Branded Client Portal

Add a branded portal to your website. Give clients 24/7 files. Accessible from anywhere, at any time.

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File Storage and Sync

Connect to your existing Dropbox, OneDrive or Google Drive. No need to change file-systems

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Secure File Sharing

Sub-folder sharing, granular permissions, upload notifications and more

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Secure Messaging

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

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Client Profiles

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

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Security & Compliance

Two-Factor Authentication, 256-bit SSL encryption, PIPEDA & GLBA Compliance

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File Upload Widget

Embed the upload widget directly on your own site, or use the publicly accessible page on your portal

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

We're here to help

  • White-glove support for on-boarding; including importing your contacts & files

  • Guaranteed 24 hour email response

  • Simple & clear product Help Pages

  • No questions, 30-day money back guarantee

FAQ

Get your answers here. Or contact us at support@clienttable.com

How does ClientTable benefit my practice?

ClientTable helps you and your clients save time and money. With ClientTable you can:

- Look professional and build trust with your own portal, logo and custom subdomain
- Keep your document and information requests organized and secure with integrated messaging and granular file-sharing permissions
- Give your clients 24/7 self-serve access - from anywhere, at any time. No more emailing the same file three times.
- ClientTable is the only client portal designed for accountants with native sync to Dropbox, OneDrive and Google Drive. No need to change your team’s internal file systems

ClientTable provides world-class service and is always listening to and implementing user feedback. We’re on a mission to modernize accounting practices and see them grow!

Does ClientTable provide file storage space?

ClientTable does not provide storage space. Your ClientTable portal will link directly to your choice of storage: Dropbox, Microsoft OneDrive, or Google Drive.

Files added to your portal by any user are stored directly in your storage drive. This direct integration allows you to maintain your internal document workflow, and desktop sync, with your preferred internal storage solution. It also allows you to maintain any other app integrations such as to QuickBooks, HubDoc, Dext and more.

You may purchase additional storage directly from your provider. Client users are not made aware of the underlying storage solution and do not need to have an account with the storage provider.

How does the file-sharing functionality work?

File-sharing is handled through your portal. Each client can access only their shared folder(s). You can share files, photos and documents by adding it to the client’s folder.

Sharing a file in your portal does not share it through your connected drive. For example, if your connected storage is Dropbox, and you share a file with a client in the portal, that file is not available to the client through Dropbox’s interface.

Client users are not made aware of the underlying storage solution.

Is my data safe?

Yes. ClientTable is committed to the protection of our customers’ data and creating a safer internet community.

All connections to ClientTable are protected by 256-bit SSL encryption. Our servers are protected physically and electronically with a world-class provider.

Files are not stored with ClientTable but instead with your provider. Dropbox, Microsoft OneDrive and Google Drive are among the world’s most secure document storage platforms with hundreds and millions invested in cyber security. ClientTable strictly adheres to their security requirements.

Do you provide support?

Yes! We’re ready to help by email for the Free and Professional tiers. Professional tier subscribers will receive a response within 1 day.

How does the Free tier work?

No catches, no hidden fees and no credit card needed. Our free tier is available forever. We believe everyone should have access to the technology needed to run their business online.

As your business grows, we offer a professional tier with additional features, when you need it.

Everything you need to run your practice virtually

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