everything you need

Features

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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Security

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. Coming soon!
  • 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

Everything you need to run your practice virtually

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