Zapa Client PortalsBreichbilt
|
||||||
Related Products
|
||||||
About
CRMJetty, a subsidiary of Biztech IT Consultancy, specializes in customizable portal solutions for CRMs like Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their offerings include self-service portals, PRM portals, and vendor portals, designed to enhance engagement and streamline operations. With a focus on security, no-code customization, and real-time CRM integration, CRMJetty provides scalable solutions. Recently, they introduced AI-powered features to optimize portal management. With 15+ years of experience, they help businesses create efficient, user-friendly portals.
|
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.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
IT, Real Estate, Healthcare, Insurance, Manufacturing
|
Audience
Accountants, Attorneys, Marketing Agencies, Medical Practices, Small Businesses
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
$399 USD
Free Version
Free Trial
|
Pricing
$52 per month, unlimited users
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCRMJetty
Founded: 2008
United States
www.crmjetty.com
|
Company InformationBreichbilt
United States
www.zapaclientportal.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
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
|
||||||
Integrations
Microsoft Dynamics 365
Salesforce
SugarCRM
SuiteCRM
|
||||||
|
|
|