Audience

Accountants, Attorneys, Marketing Agencies, Medical Practices, Small Businesses

About Zapa Client Portals

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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Pricing

Starting Price:
$52 per month, unlimited users
Pricing Details:
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:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Breichbilt
United States
www.zapaclientportal.com

Videos and Screen Captures

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 Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
24/7 Live Support
Online

Zapa Client Portals Frequently Asked Questions

Q: What kinds of users and organization types does Zapa Client Portals work with?
Q: What languages does Zapa Client Portals support in their product?
Q: What kind of support options does Zapa Client Portals offer?
Q: What type of training does Zapa Client Portals provide?
Q: Does Zapa Client Portals offer a free trial?
Q: How much does Zapa Client Portals cost?
Q: What pricing for support is available for Zapa Client Portals?
Q: What pricing for training is available for Zapa Client Portals?

Zapa Client Portals Product Features

Document Management

Access Controls
Document Capture
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Collaboration
Document Management
File Sharing
Search
Chat
Content Management

Zapa Client Portals Additional Categories

Zapa Client Portals Verified User Reviews

Write a Review
  • Britt S.
    Managing Partner
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Client Portal for Estate Planning Clients"

    Posted 2023-01-27

    Pros: 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.

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

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

    Read More...
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