1. From the Browse Clients Page click New to add a new client
2. Enter the client’s first and last name and email, then click Create and Continue
3. Click Create and Continue to create a new shared folder for the client
4. Click Send Invite Email to invite client by email
5. Click here to copy invitation link
The invitation link can be shared directly with the user via email, text or other means.
ClientTable is the secure file sharing and client portal solution built for tax and accounting professionals. Impress your clients and streamline your workflow in today's virtual world.