---
title: ClientTable Reviews
meta_title: 'ClientTable Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how ClientTable works for a business like yours.
aggregate_rating:
  rating_value: 3.0
  review_count: 4
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---


# 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. 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.


## 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?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-09+14%3A38%3A28+-0500&secure%5Bsession_id%5D=51f32005-0b6d-4aba-851b-7ef4bc2504f6&secure%5Btoken%5D=9298916ccdb9ac7c99cf8bbcf4b6ba776d81afba889b761bb5583b281eb8e51a&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
- Engagement Tracking

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop

## Top ClientTable Alternatives
  - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,840 reviews)
  - [trumpet](https://www.g2.com/products/trumpet/reviews) - 4.7/5.0 (1,338 reviews)
  - [Aligned](https://www.g2.com/products/teamaligned/reviews) - 4.6/5.0 (1,308 reviews)