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Description
ADP Document Cloud is an efficient employee document management solution that integrates effortlessly with your current ADP Workforce Now human capital management (HCM) system. This innovative service allows for quick and secure access to documents and data, which can be easily uploaded, stored, tracked, and audited directly from a PC. Features include expiration dating, custom reporting, electronic signature capabilities, and more, all designed to enhance your document management experience. The Document Cloud prioritizes encryption security, ensuring that your data remains protected alongside the security measures provided by your existing ADP Workforce Now platform. Meeting federal and state regulations becomes simpler when all essential documents are easily accessible at your fingertips. The user-friendly drag-and-drop functionality allows you to upload a significant number of documents with just a few clicks, significantly reducing data entry and minimizing the risk of errors. With advanced custom reporting options, you can efficiently locate elusive reports and files, streamlining your workflow. Additionally, the system enables the integration and centralization of incoming documents from various sources such as mail, fax, and email, consolidating all your electronic files in one secure location for enhanced organization and accessibility.
Description
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 for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
API Access
Has API
No
API Access
Has API
No
Integrations
ADP Workforce Now
Yes
Actsoft
Yes
Data Sentinel
Yes
Encore
Yes
Giftagram
Yes
Oitchau
Yes
QuickBooks Online
Yes
Rayven
Yes
Integrations
ADP Workforce Now
No
Actsoft
No
Data Sentinel
No
Encore
No
Giftagram
No
Oitchau
No
QuickBooks Online
No
Rayven
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$52 per month, unlimited users
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
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ADP
Founded
1949
Country
United States
Website
apps.adp.com/en-us/apps/194492/docufree-cloud-capture-conversion-services/overview
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes
