SendMeSafeSQAN Ltd
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Zapa Client PortalsBreichbilt
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Related Products
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About
SendMeSafe is a secure client workspace for freelancers, agencies and professional teams. Give clients a branded portal for documents, upload status and communication. Collect information with forms and upload requests, manage clients centrally, and share files through controlled download links.
Connect and the integrated Messenger support ongoing client relationships, file links and optional end-to-end encryption. Flaschenpost shares passwords or sensitive messages through one-time links deleted after reading. Team permissions, activity notifications and audit trails help keep work organized.
Guests can send files, request documents or create a Flaschenpost from the homepage. Guest transfers allow up to 10 files and 2 GB, require email confirmation before upload and delete guest files after 24 hours. Account retention and features depend on the plan. Application hosting and file storage are in the EU. English and German; free account and paid plans.
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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
Freelancers, agencies and professional teams that need client portals, document collection, secure client messaging and one-time secret sharing.
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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 VideosNo images available
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Pricing
Free; paid from EUR 9/month
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 InformationSQAN Ltd
United Kingdom
sendmesafe.com
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Company InformationBreichbilt
United States
www.zapaclientportal.com
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Categories |
Categories |
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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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