Staff users are internal to the organization giving them additional access over client accounts.
Staff can: add, view, and edit all clients. Staff only have access to documents shared with them.
Staff cannot: manage any organization settings such as billing, adding other staff, changing the cloud storage drive or other organization information
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.
