Audience
Accountants, Attorneys, Marketing Agencies, Medical Practices, Small Businesses
About Zapa Client Portals
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.
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Pricing
Starting Price:
$52 per month, unlimited users
Pricing Details:
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 per month.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Breichbilt
United States
www.zapaclientportal.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
24/7 Live Support
Online
Zapa Client Portals Frequently Asked Questions
Q: What kinds of users and organization types does Zapa Client Portals work with?
Zapa Client Portals works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, and Startup.
Q: What languages does Zapa Client Portals support in their product?
Zapa Client Portals supports these languages: English.
Q: What kind of support options does Zapa Client Portals offer?
Zapa Client Portals offers support via 24/7 live support and online.
Q: What type of training does Zapa Client Portals provide?
Zapa Client Portals provides training in the form of documentation, live online, webinars, in person, and videos.
Q: Does Zapa Client Portals offer a free trial?
Yes, Zapa Client Portals offers a free trial.
Q: How much does Zapa Client Portals cost?
Pricing for Zapa Client Portals starts at $52 per month, unlimited users.
Q: What pricing for support is available for Zapa Client Portals?
Zapa Client Portals offers support included with purchase.
Q: What pricing for training is available for Zapa Client Portals?
Zapa Client Portals offers training included with purchase.
Zapa Client Portals Product Features
Document Management
Access Controls
Supported
Document Capture
Supported
Document Delivery
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
Email Management
Supported
Archiving & Retention
Not Supported
Collaboration Tools
Not Supported
Compliance Tracking
Not Supported
Document Archiving
Not Supported
Document Assembly
Not Supported
Document Conversion
Not Supported
File Recovery
Not Supported
File Type Conversion
Not Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Not Supported
Portal
Collaboration
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
Chat
Not Supported
Content Management
Not Supported
Zapa Client Portals Additional Categories
Zapa Client Portals Verified User Reviews
Write a Review-
Probability You Would Recommend? 10 out of 10
"Client Portal for Estate Planning Clients" 5 out of 5 stars Posted 2023-01-27
Pros: Our clients are finally using our portal now that we switched over to Zapa. The magic login is great for our older clients who struggle to remember their passwords or don't want to make a new one.
Cons: More documentation for the advanced features would be nice, especially with notes and fillable PDF forms.
Overall: We love it for gathering documentation organizing client tasks and can see all of our portals task progress at a high level.
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