Client Portals for ProfessionalS

Zapa Client Portals vs. SmartVault

The most streamlined solution designed for Accountants, Attorneys and professionals like you.

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Features you should expect from a Customer Portal:

Zapa Client Portals


Free Unlimited Team Members
Quick Search by Portal Name
Embedded Portal in Website or Wordpress
Ad-hoc File Requests
eSignature Built Into Portal
PDF Comments and Forms
Streaming Video Preview
Audit History of Portal Activity
Files are Encrypted in transit and at rest
Email Notifications on Guest Activity

Streamline & scale your operations
with Zapa Client Portals

With Zapa Client Portals, you can easily create a secure space for sharing files with your clients. Our user-friendly interface and customizable features make it simple to create and manage user accounts, set up permissions, and share files with just a few clicks.

Our platform is designed with high-level security features such as two-factor authentication and encryption to protect your client's data. And with our affordable pricing structure, even small law firms can take advantage of this powerful tool.

Find what you need, fast.

Effortlessly find the portal you need with Zapa Client Portals' rapid search feature, allowing you to search by name and quickly access the right portal without the hassle of scrolling through lists or navigating menus.

Request any document.

Streamline your document requests with the ad-hoc document request feature, allowing you to quickly and easily request specific documents from clients and have them uploaded directly to your portal.

Get your files faster.

Experience lightning-fast file transfers with Zapa Client Portals, designed for speed and efficiency, so you can upload and download files quickly and get back to your important tasks.

Have a question? Contact us

Additional value from Zapa Client Portals designed to reduce cost and increase efficiencies in your business.

For businesses looking for a replacement for ShareFile, these features help you consolidate your tech stack and streamline your workflow.

  • Securely store and share all your business and client files

    Easily manage all of your files in one secure location and share them with clients and staff as needed.

  • Automated email reminders for file requests

    Set up automated email reminders to remind clients to upload requested files, helping to ensure that you receive the necessary documents in a timely manner. This feature can help to reduce the need for manual follow-up and streamline your file request process.

  • Specifically designed for accountants and attorneys

    Zapa Client Portals is specifically designed for the unique needs of accounting and legal firms, with features tailored to help streamline their workflow and improve their client communication. Whether you need to securely share sensitive financial documents or legal files, Zapa Client Portals has the tools you need to get the job done.

  • Streamline your eSign and file processes

    Quickly upload and eSign any PDF document all within your portals.

  • Full data migration services

    Ensure a seamless transition by partnering with our data migration experts to transfer your client data from your current document store to your new portal.

With Zapa Client Portals, you can easily manage your files, share them with clients and staff, and streamline your workflow in a user-friendly and cost-effective manner.