--- 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 & Product Details Tax and accounting professionals use ClientTable to create a branded login portal for clients for secure file-sharing, communication, and client management. * * * Seller [ClientTable](https://www.g2.com/sellers/clienttable) Discussions [ClientTable Community](https://www.g2.com/products/clienttable/discuss) Overview by Ghufran Siddiqui Show More ## Top-Rated Alternatives [ ![Zoho CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zoho CRM") Zoho CRM 4.1/5(2,948) ](https://www.g2.com/products/zoho-crm/reviews) [ ![trumpet](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "trumpet") trumpet 4.7/5(1,343) ](https://www.g2.com/products/trumpet/reviews) [ ![Aligned](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aligned") Aligned 4.6/5(1,313) ](https://www.g2.com/products/teamaligned/reviews) [ View All Alternatives ](https://www.g2.com/products/clienttable/competitors/alternatives) ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") UT Verified User in Telecommunications Small-Business (50 or fewer emp.) 9/21/2021 "Finding tools for Secure sharing of documents" 2.5/5 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. 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 Review collected by and hosted on G2.com. Show More Response from Ghufran Siddiqui of ClientTable [Editedit](https://www.g2.com/survey_responses/clienttable-review-5012114/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of ClientTable for G2 to provide buying insight. 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Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ClientTable ](https://www.g2.com/products/clienttable/discussions/new) GU Guest User What is ClientTable used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-clienttable-used-for) [ View all Discussions ](https://www.g2.com/products/clienttable/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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