ClientTable

ClientTable is a secure file sharing and client portal solution specifically designed for tax and accounting professionals. This platform facilitates the collection, sharing, and management of client documents and information, ensuring a seamless workflow. Key features include a branded client portal that provides 24/7 access to files, secure messaging capabilities, and a file upload widget, allowing clients to submit documents without the need to create an account. ClientTable integrates smoothly with popular cloud storage solutions such as Dropbox, Google Drive, and OneDrive, enabling users to manage their documents efficiently. The platform prioritizes security with robust measures like bank-level encryption and two-factor authentication, protecting sensitive client data. Additionally, ClientTable offers a free tier with essential features and a professional tier for advanced capabilities, making it adaptable to the growing needs of tax professionals. However, it's important to note that ClientTable will wind down its services on December 20, 2024. For more information, please visit their Help Center or their Pricing Page.