Zapa Client PortalsBreichbilt
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Related Products
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About
All-In-One Intranet Software for the Workforce of Today. A cloud based intranet platform designed to keep your workforce connected, productive & engaged. Mobile ready with drag and drop functionality. Start empowering your people to be the best they can be, today. Hundreds of thousands of employees use our cloud based intranet platform everyday to connect with colleagues, collaborate on projects and access important company information. Struggling to find a space to collaborate securely? Timeline and Hubs allow you to work together and share important information between departments or locations. Having difficulty gathering insightful employee data? Pulse Surveys can help you gauge valuable opinions, measure employee satisfaction and monitor engagement. Worried your employees don’t feel valued? Recognize their hard work and celebrate special occasions within your organization. Send a 'thanks', congratulate someone on their work anniversary or wish them a happy birthday.
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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
Companies that need powerful intranet and collaboration software
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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
Free Version
Free Trial
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Reviews/
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Reviews/
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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 InformationOak Engage
Founded: 1994
United Kingdom
www.oak.com
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Company InformationBreichbilt
United States
www.zapaclientportal.com
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Categories |
Categories |
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
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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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