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.

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
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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
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
24/7 Live Support
Online

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...