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Description

The Epazz Web Portal serves as a comprehensive hub for users to access vital information and resources. This adaptable portal allows users to log into their organization's intranet system, offering personalization options for organization, graphics, colors, and layout. With the Web Portal Component, businesses can effortlessly establish a homepage that facilitates access to essential communication tools and collaborative features. We provide an efficient portal software solution that seamlessly integrates with your corporate intranet. What advantages does the BoxOS portal component provide? Epazz enhances communication channels, enabling employees to collaborate in a more effective and efficient manner. Users can connect with their company's online community through the web portal, fostering improved interaction and teamwork within any complex organization. This not only strengthens communication pathways but also boosts overall productivity, and includes features like live online chats to facilitate dialogue among coworkers, regardless of their location. The platform ultimately transforms how teams engage and work together toward common goals.

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 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$300 per month
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Epazz

Founded

1999

Country

United States

Website

www.epazz.com/solutions/boxesos-v-3-0/portal/

Vendor Details

Company Name

Breichbilt

Country

United States

Website

www.zapaclientportal.com

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization Yes 
Collaboration Yes 
Content Management No 
Decision Tree Yes 
Discussion Boards Yes 
Full Text Search No 
Knowledge Base Management Yes 
Self Service Portal Yes 

Learning Management Systems (LMS)

Academic / Education No 
Asynchronous Learning No 
Blended Learning Yes 
Built-In Course Authoring Yes 
Corporate / Business No 
Customizable No 
Gamification No 
Learner Portal Yes 
Mobile Learning No 
Open Source No 
SCORM Compliance Yes 
Synchronous Learning No 
Video Conferencing No 
eCommerce Yes 
eLearning Companies Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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 

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