ClientTable
This client portal solution transforms how tax and accounting professionals manage client interactions. With secure file sharing, direct integration to Dropbox, OneDrive, or Google Drive, and organized communication tools, it enhances the client experience. Custom branding, 24/7 access, and robust security measures streamline workflows and foster trust in today's virtual environment.
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Top ClientTable Features
- Branded client portal
- Direct cloud storage sync
- Secure messaging system
- Organized communication tracking
- 24/7 client file access
- Custom subdomain option
- Intuitive user interface
- Sub-folder sharing capability
- Granular permission settings
- Upload notifications feature
- Secure chat-style messaging
- Contact management system
- Two-Factor Authentication support
- 256-bit SSL encryption
- PIPEDA compliance
- GLBA compliance
- White-glove onboarding support
- Guaranteed email response
- Simple help pages
- 30-day money back guarantee
