Using the product with Google accounts allows for easy access to client files, which helps with organization. The initial learning curve can be steep, making it overwhelming at times.
View Full ReviewClientTable Reviews (4)
ClientTable Reviews (4)
The signon process was simple. A free tier to try the product is appreciated. I was able to successfully register clients on the platform. Different methods such as OneDrive and Dropbox for documentation sharing is helpful. Review collected by and hosted on G2.com.
I was hoping that there will be a local data storage option also up to a certain capacity. Additional capacity on the platform could be charged a higher premium. This is not a show-stopper but something to consider. Review collected by and hosted on G2.com.
The experience to sign-up for free was indeed helpful. I was able to sign-up in minutes and start using the product. Review collected by and hosted on G2.com.
I was hoping that there was an option for storage natively within the cloud portal for a pre-defined size. While it is good that there is documentation storage from the big three (DropBox, Google Drive and One Drive), it is unclear as to why one would not just use those tools instead. Value proposition was not clear. Review collected by and hosted on G2.com.
Hello, thank you for reviewing ClientTable! There are numerous client portal solutions which provide basic storage. ClientTable is the only client portal to provide native integration to the most loved & used cloud storage providers: Dropbox, OneDrive and Google Drive. ClientTable is not a file-storage provider but instead a Client Portal solution for tax & accounting professionals. Our benefits include: secure messaging, branded portal, client management and more.
Our users gain the ability to maintain their internal storage with the cloud providers, use desktop sync and more, while creating a branded and intuitive client experience.
Please get in touch with our team through your sign-up account to get a demo & understand how to create client-friendly workflows.
I love that you can share files easily with other clients and co-workers. It is truly innovative Review collected by and hosted on G2.com.
Sometimes, the interface is a little confusing to use. It would be helpful to test this out a bit more with users. Review collected by and hosted on G2.com.
Hi Sydney, thank you for the review! Glad you found ClientTable to be innovative & useful.
We would love to hear more about any feedback regarding the interface or product. We're constantly improving our product based on direct feedback
Thank you!
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