Zapa Client PortalsBreichbilt
|
||||||
Related Products
|
||||||
About
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud.
Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.
|
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
Accounting, Tax, Bookkeeping, Business, SME
|
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 Videos |
Screenshots and Videos |
|||||
Pricing
$20.00/month/user
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 InformationSmartVault
Founded: 2008
United States
smartvault.com/
|
Company InformationBreichbilt
United States
www.zapaclientportal.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
File Sharing Features
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
|
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
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
|
|||||
Integrations
ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
|
Integrations
ATX
Acctivate Inventory Software
CCH Axcess Tax
Docusign
Drake Tax
Emburse Nexonia
Emburse SpringAhead
Emburse Tallie
FileThis
Hubdoc
|
|||||
|
|
|