Here are a summary of steps to do a quick setup of your organization’s account.
Files are stored directly in your choice of cloud storage including Google Drive, OneDrive, or Dropbox. Once your drive is connected, you may share files with your clients and organization
2. Update your profile
Invite staff members (internal users) to your organization. Staff can add client users and view all documents.
4. Add clients
Invite your clients who are sure to be impressed by your new portal! Once you create a client you can share files and folders on the Documents page
Clients cannot upload files without a shared folder. Add and share a folder on the Browse Documents page, or during the Create Client flow.
This setup checklist is also available on the Home Dashboard. When you no longer need it, you can ‘close’ the card on the top right. If you need to retrieve it, it is available on the Organization Page.
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.
