---
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. 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.


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-10+06%3A18%3A37+-0500&secure%5Bsession_id%5D=1b2ed210-4c4e-41f5-901d-0deb6235c7b1&secure%5Btoken%5D=e08dd0c25a7069388055f33f8dc7dd37f244d17b46b9421949882f7de0cd1220&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

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