
ClientTable
Secure client portal with native file sync to your existing cloud storage. File sharing, secure messaging & more for tax & accounting
What is ClientTable?
Secure client portal built for tax and accounting professionals with file sync to Dropbox, OneDrive or Google Drive. With ClientTable's proven secure infrastructure, you can: - create a custom-branded client login, - obtain files from clients with sync to Dropbox, OneDrive or GDrive - send secure messages ClientTable is the choice for tax & accounting professionals looking to impress clients and streamline their workflow in today's virtual world.
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FAQ
The official website of ClientTable is http://www.clienttable.com/
Secure client portal built for tax and accounting professionals with file sync to Dropbox, OneDrive or Google Drive. With ClientTable's proven secure infrastructure, you can: - create a custom-branded client login, - obtain files from clients with sync to Dropbox, OneDrive or GDrive - send secure messages ClientTable is the choice for tax & accounting professionals looking to impress clients and streamline their workflow in today's virtual world.
ClientTable belongs to the Accounting Practice Management, File Sharing, Tax Practice Management category.
ClientTable offers features such as Client Management, Client Portal, Document Management, Workflow Management, Access Controls/Permissions, Alerts/Notifications, Collaboration Tools, Document Storage, Drag & Drop, Encryption, Mobile Access.
No, ClientTable does not offer a free trial.
Pricing
Starting at:
USD 14/per month
Free Trial Available
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