everything you need


Make it a breeze to collect and share client documents, information and streamline your workflows.

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Branded Client Portal

Look professional, build trust and stay secure

The most intuitive client portal

  • Create your virtual office front with an intuitive and professionally designed client portal.

  • Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time

  • Simple and friendly to use - your clients will LOVE it.

Add your business logo

  • Bring your brand to the front by adding your logo and a custom subdomain

  • Your logo is displayed on your login, the portal, and all email communications

Storage Sync

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

Dropbox, OneDrive and Google Drive Sync

  • Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive.

  • Files sync 2-way: your clients can upload files into the portal while you can manage everything from your preferred drive

  • Leverage the power of hundreds of apps which connect to the popular storage providers such as: QuickBooks, Hubdoc, AutoEntry and more

Desktop Sync

  • Access portal documents through your storage web interface, desktop, and mobile application

  • Maintain your workflow by easily accessing client files where you work

  • Files saved from the desktop can be automatically shared with clients through the portal

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Secure File Sharing

Collect and share documents with ease

Subfolder sharing

  • Any folder or item can be shared, including the ability to share sub-folders or items

  • Total freedom to organize your file structure to your business needs

  • Documents are shared through the portal only with clients - not your storage drive

Granular permissions

  • Control who can view, edit & upload, or delete documents

  • Prevent clients from deleting important source files

  • Control which Staff can modify sharing permissions

Upload notifications, preview and annotate

  • Get email upload notifications when clients have added new documents

  • Users can preview files directly in the portal without the need to download

  • Clients can fill out information directly in the portal by annotating and editing documents

Secure Messaging

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

Instant chat

  • Create channels to organize your conversations with clients

  • Add clients, staff or collaborators to channels and avoid multiple email threads and siloed information

  • Streamline your information and data requests - no more messy inboxes and BCC threads

Secure and easy to use

  • Intuitive and friendly, your messages are accessible from any web browser. Give your clients an integrated ‘app like’ experience with your firm

  • Get email and in-browser notifications for new unread messages

  • Bank-level encryption (256-bit SSL) secures your communication in transit and at rest

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Committed from day one to your security and privacy
  • Enable Two-Factor Authentication to safeguard you and your clients with an additional layer of security

  • All your interactions with ClientTable are encrypted. We utilize industry leading SSL with 256-bit encryption.

  • ClientTable does not store files directly - leverage world class security from Google, Microsoft and Dropbox

  • Use ClientTable as part of your PIPEDA or GLBA compliance

Learn more about ClientTable Security

Client Profiles

  • Securely record client information, manage your client and contact list and share profiles with your team

  • Add custom data fields to client records to track information you need

  • Easily control access to your portal and manage logins

File Upload Widget

Get the files you need with even less steps.
  • Allow clients to easily upload files through an upload page or widget - no login needed. Satisfy those clients who won’t create a log in!

  • Uploaded files will appear in your drive, organized to the client who sent them

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

Learn more about using the widget

Everything you need to run your practice virtually

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