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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Notis is an innovative cloud-based engagement management system tailored for accountants, facilitating seamless collaboration with their clients. It enhances organization, fosters better communication, and provides advanced analytics. Through Notis, accountants can streamline their engagements in one centralized platform, encompassing teams, clients, documents, communication, and analytics. Users benefit from a quick snapshot view that summarizes upcoming tasks and recently accessed workspaces, enabling them to efficiently prioritize their workload. The "activity center" serves as an inbox that aggregates all activities related to assigned workspaces, ensuring that users stay informed about the context of every message. These activities encompass status updates, changes in priority, task assignments, and the ability to comment or upload files. By transforming traditional file rooms into dynamic task management suites, Notis revolutionizes document handling with its unique organizational approach. Each task entry conveys its own narrative, making it easier for accountants to track progress and maintain clarity amidst multiple projects. This comprehensive system ultimately empowers accountants to enhance their productivity and client interactions significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Pricing Details

$14 per user per month
Free Trial
Free Version

Pricing Details

$65 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

notis

Founded

2021

Country

United States

Website

getnotis.com

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

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

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