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Description
Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.
Description
LockBox stands out in the online document storage sector for its user-friendly interface and robust security features. Clients can conveniently access their files from any location, ensuring flexibility and efficiency. Our services include Scan-on-Demand, allowing users to retrieve specific files from our facility, as well as options for comprehensive scanning to make all records available via our desktop portal. This streamlined and secure software eliminates the need for staff to rummage through dusty basements or cluttered storage closets for necessary documents. LockBox provides a complete suite of solutions, integrating a variety of web-based applications designed to archive documents in a secure, private, offsite online library vault. Authorized users can easily locate, view, and share individual documents with minimal training, enhancing productivity. Furthermore, a dedicated administrator supervises all user activities, ensuring an additional layer of control and security for the entire operation, which promotes a seamless and secure workflow for clients.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google Drive
Microsoft OneDrive
Pricing Details
$14 per user per month
Free Trial
Free Version
Pricing Details
$250 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClientTable
Country
Canada
Website
www.clienttable.com
Vendor Details
Company Name
Global Archives
Founded
2001
Country
United States
Website
www.globalarchives.net
Product Features
Accounting Practice Management
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
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Document Management
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
