+
+

Related Products

  • Canopy
    950 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • MASV
    80 Ratings
    Visit Website
  • pCloud
    182 Ratings
    Visit Website
  • Collect!
    76 Ratings
    Visit Website
  • AestheticsPro
    671 Ratings
    Visit Website
  • Proton Drive
    3,602 Ratings
    Visit Website
  • Filerev
    3 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website

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.

About

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.

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

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

Audience

Onehub's is perfect for SMBs and Large Enterprises that want to see their staff and operation organized at an optimized level, across any industry.

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

Screenshots and Videos

Pricing

$14 per user per month
Free Version
Free Trial

Pricing

$37.50/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 4.9 / 5
ease 4.9 / 5
features 4.8 / 5
design 4.8 / 5
support 4.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientTable
Canada
www.clienttable.com

Company Information

Onehub
Founded: 2007
United States
onehub.com

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software
Basil

Basil

CoralTree
idgard

idgard

Uniscon

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

Cloud Storage Features

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration Features

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Content Management Features

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Dropbox
Google Drive
Google Docs
Microsoft 365
Microsoft OneDrive
Shift

Integrations

Dropbox
Google Drive
Google Docs
Microsoft 365
Microsoft OneDrive
Shift
Claim ClientTable and update features and information
Claim ClientTable and update features and information
Claim Onehub and update features and information
Claim Onehub and update features and information