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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$12/month
Free Version Supported
Free Trial Not Supported

Pricing

$14 per user per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ClientDesk
France
client-desk.io

Company Information

ClientTable
Canada
www.clienttable.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
Basil

Basil

CoralTree
SendMeSafe

SendMeSafe

SQAN Ltd

Categories

Portal Supported

Categories

Accounting Practice Management Features

Approval Workflow Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
For CPA Firms Supported
Project Management Not Supported
Staff Management Not Supported
Time Tracking Not Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Not Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported

Integrations

Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
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