Zapa Client Portals 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.

Zapa Client Portals Alternatives
Moxo Reviews
Moxo
(194 Ratings)
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
Learn more
Axero Reviews
Axero
(158 Ratings)
Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.
Learn more
FileInvite Reviews
FileInvite
(3 Ratings)
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.
Learn more
GreenOrbit Reviews
GreenOrbit
GreenOrbit has been in the intranet software industry for more than 20 years and has worked with many IT departments on successful intranet projects of all sizes. - Our out-of-the-box intranet software is quickly deployed. - Once deployed (either in the cloud or on-premise), GreenOrbit is easy to manage and requires minimal input from the IT department, which in most cases can be outsourced to other departments for day-to-day management. - GreenOrbit is easy to use - in fact, it is used by over one hundred customers and more than 380,000 users. - It provides a centralized location for communication and document management, forms and workflows, and many other features. - Most importantly, GreenOrbit is secure.
Learn more

Pricing

Pricing Starts At:
$52 per month, unlimited users
Pricing Information:
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

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Breichbilt
Headquarters:
United States
Website:
www.zapaclientportal.com
Update This Listing

Media

Play Video Zapa Client Portals Site Zapa Client Portals on Desktop, Tablet and Mobile Zapa Client Portals Dashboard Zapa Client Portals Files and Tasks
Recommended Products
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Live Rep (24/7)
Online Support

Zapa Client Portals Features and Options

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Management Software

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

Zapa Client Portals Lists

Zapa Client Portals User Reviews

Write a Review
  • Name: Britt S.
    Job Title: Managing Partner
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Client Portal for Estate Planning Clients

    Date: Jan 27 2023

    Summary: We love it for gathering documentation organizing client tasks and can see all of our portals task progress at a high level.

    Positive: 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.

    Negative: More documentation for the advanced features would be nice, especially with notes and fillable PDF forms.

    Read More...
  • Previous
  • You're on page 1
  • Next