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ClientTable

By ClientTable

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3.0 out of 5 stars

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ClientTable Reviews & Product Details

ClientTable Media

ClientTable Demo - Secure and branded login
Create a secure branded log in for your virtual practice
ClientTable Demo - Secure file-sharing
Securely and easily share files with clients on an intuitive interface. Files sync directly to Google Drive, Dropbox or OneDrive
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ClientTable Reviews (4)

Reviews

ClientTable Reviews (4)

3.0
4 reviews

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Verified User in Transportation/Trucking/Railroad
UT
Mid-Market (51-1000 emp.)
"does what it is intended for"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Small-Business (50 or fewer emp.)
"Client Portal for Collaboration and Content Sharing"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Small-Business (50 or fewer emp.)
"Finding tools for Secure sharing of documents"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ghufran Siddiqui of ClientTable

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.

SL
Healthcare consultant
Enterprise (> 1000 emp.)
"Client table is innovative"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ghufran Siddiqui of ClientTable

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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