Found EnginesLinkSpace
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Zapa Client PortalsBreichbilt
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Related Products
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About
From the outset of the Web, Internet domain owners have organized their online presence independently and organically to reflect the owners needs and style. In a data-driven world, that means data is hidden within those domains. The discipline of enterprise data governance needs to be aligned with internal and external data consumption models. Our Found Engine® supports a new discipline for the CIO/CDO that we call "Domain Governance."
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About
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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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Portal solution for anyone
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Audience
Accountants, Attorneys, Marketing Agencies, Medical Practices, Small Businesses
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$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 Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLinkSpace
www.linkspace.net
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Company InformationBreichbilt
United States
www.zapaclientportal.com
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Alternatives |
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Document Management Features
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
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Integrations
No info available.
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Integrations
No info available.
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