If you are on the Free plan, you can upgrade your subscription plan to the Professional tier.
1. From the Billing Page, click Upgrade to Professional.
2. Select your billing cycle (monthly or annual), then select the number of staff users you want to add, and then click Checkout. You will be directed to a secure payment page with Stripe.
Note - the first user seat is for the account owner
3. Enter your payment information and click Subscribe.
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.
