# ClientTable Reviews **Vendor:** ClientTable **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 3.0/5.0 **Total Reviews:** 4 ## About ClientTable Tax and accounting professionals use ClientTable to create a branded login portal for clients for secure file-sharing, communication, and client management. ## ClientTable Reviews ### 1. does what it is intended for **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2022 **What do you like best about ClientTable?** the ability to obtain my clients files while using our google accounts makes it easier to stay organized and on track with our data management systems. **What do you dislike about ClientTable?** starting out it took a lot of getting used to. you can do a lot with it but it is almost overwhelming at times. **What problems is ClientTable solving and how is that benefiting you?** Securing clients accounting information while still having it available at the touch of a button when needed. ### 2. Client Portal for Collaboration and Content Sharing **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2021 **What do you like best about ClientTable?** 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 Dopbox for documentation sharing is helpful. **What do you dislike about ClientTable?** I was hoping that there will be a local data storage option also upto a certain capacity. Additional capacity on the platform could be charged a higher premium. This is not a show-stopper but something to consider. **What problems is ClientTable solving and how is that benefiting you?** Find a Portal to share content and collaborate with internal teams and external clients. ### 3. Finding tools for Secure sharing of documents **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2021 **What do you like best about ClientTable?** The experience to sign-up for free was indeed helpful. I was able to sign-up in minutes and start using the product. **What do you dislike about ClientTable?** 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. **What problems is ClientTable solving and how is that benefiting you?** Trying to find a secure way to share documents with groups for a competitive price **Official Response from Ghufran Siddiqui:** > 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. ### 4. Client table is innovative **Rating:** 4.0/5.0 stars **Reviewed by:** Sydney L. | Healthcare consultant, Enterprise (> 1000 emp.) **Reviewed Date:** September 21, 2021 **What do you like best about ClientTable?** I love that you can share files easily with other clients and co-workers. It is truly innovative **What do you dislike about ClientTable?** Sometimes, the interface is a little confusing to use. It would be helpful to test this out a bit more with users. **Recommendations to others considering ClientTable:** I would consider training your team on how to use this tool so that everyone is on the same page **What problems is ClientTable solving and how is that benefiting you?** We are able to quickly send and receive documents through a cloud, which saves a lot of time **Official Response from Ghufran Siddiqui:** > 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! ## ClientTable Discussions - [What is ClientTable used for?](https://www.g2.com/discussions/what-is-clienttable-used-for) - [View ClientTable pricing details and edition comparison](https://www.g2.com/products/clienttable/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+11%3A22%3A03+-0500&secure%5Bsession_id%5D=9f408bb0-331d-4dbd-b41c-e631e4c72fa2&secure%5Btoken%5D=56db5f982c9b86c7cf2d6be9a6403409e71f18e2d34a333362ca72563fb35d10&format=llm_user) ## ClientTable Features **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application ## Top ClientTable Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,824 reviews) - [trumpet](https://www.g2.com/products/trumpet/reviews) - 4.7/5.0 (1,201 reviews) - [Aligned](https://www.g2.com/products/teamaligned/reviews) - 4.7/5.0 (1,167 reviews)