The most streamlined solution designed for Accountants, Attorneys and professionals like you.
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.
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.
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.
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.
For businesses looking for a replacement for ShareFile, these features help you consolidate your tech stack and streamline your workflow.
Easily manage all of your files in one secure location and share them with clients and staff as needed.
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.
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.
Quickly upload and eSign any PDF document all within your portals.
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.
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