+
+

Related Products

  • Nasdaq Boardvantage
    255 Ratings
    Visit Website
  • MyHub Intranet Software
    66 Ratings
    Visit Website
  • Filecamp
    174 Ratings
    Visit Website
  • Wallester
    263 Ratings
    Visit Website
  • Axero
    215 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • Canopy
    950 Ratings
    Visit Website
  • iBabs
    74 Ratings
    Visit Website
  • My Member Software
    24 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website

About

ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.

About

Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Freelancers, independent consultants, creative professionals, and small agencies who need a professional client portal for file sharing and project tracking.

Audience

Organizations in need of a file sharing and branded client portal built for tax and accounting practices

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$12/month
Free Version
Free Trial

Pricing

$14 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientDesk
France
client-desk.io

Company Information

ClientTable
Canada
www.clienttable.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
Clinked

Clinked

Rabbitsoft
Basil

Basil

CoralTree

Categories

Categories

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Claim ClientDesk and update features and information
Claim ClientDesk and update features and information
Claim ClientTable and update features and information
Claim ClientTable and update features and information