What is a secure client portal? A client portal is a secure internet site which allows access to files to be securely shared with specific users. These are typically used to transfer sensitive or large files with other people typically outside your organization.
A modern business plan in 2021 is composed of the following sections: Company Controversy Statement, Core Value Offering, Plan to Engage in Conversation, Estimated Ratio of Revenue vs Costs, Organizational Growth Chart (As-Is, 1 Year, 5 Years), Plan to Measure Success.
These safety precautions are as much for customer satisfaction and comfort, as for employee satisfaction. Because of this, the question of how do I create workplace safety will be a critical challenge for any business in 2021.
Let's review the risks associated with FTP servers and see why have Law Firms moved away from this technology.
Zapa introduces Customizable Guest Invitation Emails, Notification to Clio Matter Email, Branded Guest Login Page, Show Deleted Files, File Comments and more.
You should consider implementing a secure client portal in your business if you want to improve the way that you manage and share client information and documents, and if you want to provide your clients with a more convenient and secure way to access their information.
We love Dropbox and Dropbox for Business. It is an amazing team collaboration tool including excellent features such as Online-Only file sync with your Desktop Computer, and full File Version History. However, Dropbox may not be the best choice for sharing files with customers outside of your Team.
Yes, you may cancel whenever you want there is no contract or set amount of time you have to subscribe for. You can cancel at anytime and you will have full access to the system until the next billing period begins.
On each portal you can enable notifications for clients you have invited to that portal, or yourself. Upload and Download are separate, so if you enable upload notifications for example your client will get an email stating that a file has been uploaded to that portal(once every 30 minutes).
100%. When you are in the market of dealing with businesses and their clients it’s essential you allow branding to happen. When you upload a logo it will appear in invitation emails (which can be customized!), notification emails, login page and of course within the application. Take a look at our features page to see an example!
We sure don’t, we noticed that competitors in the space spike in price based on how many team members or logins you create and have. We wanted to remove that barrier, you can create as many team members for your business as you want! And your clients of course pay nothing!
Absolutely, Zapa was built with scalability in the front of our minds. We didn’t want someone to use the product for a year and get so much data or clients in the system that it begins to slow down and have a negative experience for you or your clients.
Simplicity. All your trying to do is either receive or send documents with your clients. No one wants it to be frustrating or take 5 minutes. Competitors add so much fluff or make it so tedious to use, Zapa was built to be the opposite. Streamlined and straight to the point with core functionality you will use.
Simple and Fast Client File Sharing.
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