Clienttable for small businesses

Look like the big guys

Modernize how your organization serves clients

Modernize your client experience, allow self-service and deliver more value

A Convenient Portal for Clients

  • Give clients, or applicants, a centralized portal to easily provide personal information and required documentation or files

  • Provide clients 24/7 self-serve access to critical information and reduce administrative burden on your organization

  • Look like the big guys by adding your organization’s brand

Maintain Communication and your Setup

  • ClientTable works with your organization’s existing Google Drive, OneDrive, or Dropbox storage.

  • Files shared from clients through the portal appear directly in your connected cloud storage account and through desktop sync.

  • Keep communication with active clients secure, consolidated and out of individual inboxes.

Everything you need to run your business virtually