Affordable Pricing Plans for Our Secure File Sharing Software
Manage all your documents with our affordable, secure file-sharing and document management software for lawyers, accountants, and other professionals.
Simple File Sharing Solutions at a Price You Can Afford
At Zapa, we want all our clients to have the top-notch solutions they need to easily manage their sensitive documents. See what our plans include.
Includes:
Upload, preview, and share files securely with clients and team members- Create branded portals, emails, and login pages
- Scan and upload documents from your phone camera
- Fill, sign, and annotate PDFs directly on the platform
- NEW: Portal Tags — organize and filter client portals effortlessly
- NEW: Archive Functionality — declutter completed work without deleting it
- NEW: Email & Message History — view every client conversation in one timeline
- NEW: PDF Comments & Highlighters — collaborate and review documents clearly
- Unlimited users included — no per-seat fees
Zapa’s Professional plan gives you everything you need to securely share documents, collect information, and communicate with clients—all in one easy-to-use platform.
Everything in Professional, plus:
- NEW: Portal Templates — launch new client setups in seconds with standardized files, folders, and tasks
- NEW: Custom Workflow States — define and visualize every step in your process
- Track and manage client homework and document requests
- Filter and sort by workflow stage to see bottlenecks instantly
- Keep your team aligned across every client engagement
Save hours with portal templates, progress tracking, and client task management built right in.
Everything in Large Firm, plus:
- Unlimited secure portals and storage
- API access for custom integrations
- White-glove onboarding and seamless data migration
- Priority support with guaranteed uptime
Our Enterprise plan ensures your firm can scale securely while maintaining the same simplicity that makes Zapa effortless to use.
Includes:
- Upload, preview, and share files securely with clients and team members
- Create branded portals, emails, and login pages
- Scan and upload documents from your phone camera
- Fill, sign, and annotate PDFs directly on the platform
- NEW: Portal Tags — organize and filter client portals effortlessly
- NEW: Archive Functionality — declutter completed work without deleting it
- NEW: Email & Message History — view every client conversation in one timeline
- NEW: PDF Comments & Highlighters — collaborate and review documents clearly
- Unlimited users included — no per-seat fees
Zapa’s Professional plan gives you everything you need to securely share documents, collect information, and communicate with clients—all in one easy-to-use platform.
Everything in Professional, plus:
- NEW: Portal Templates — launch new client setups in seconds with standardized files, folders, and tasks
- NEW: Custom Workflow States — define and visualize every step in your process
- Track and manage client homework and document requests
- Filter and sort by workflow stage to see bottlenecks instantly
- Keep your team aligned across every client engagement
Save hours with portal templates, progress tracking, and client task management built right in.
Everything in Large Firm, plus:
- Unlimited secure portals and storage
- API access for custom integrations
- White-glove onboarding and seamless data migration
- Priority support with guaranteed uptime
Our Enterprise plan ensures your firm can scale securely while maintaining the same simplicity that makes Zapa effortless to use.
All plans include unlimited users at no additional cost. The Professional and Large Firm plans include generous limits—up to 1 TB storage / 1,000 portals and 10 TB storage / 10,000 portals, respectively—to support nearly all small and mid-sized practices. If your firm exceeds these limits, our team can customize a scalable plan to fit your growth.
Save big with Zapa
Zapa replaces the traditional per user pricing. See how our pricing compares
to competitors like SmartVault, Sharefile, and Suralink:
$350/month for unlimited users
* $180/month for 2 users
* $82.50/month for 3 users
*$45/month per user
* Pricing is cost for minimum seat purchase
All the Document Management Features You Need in One Place
Are you seeking an all-in-one solution for your document management and secure file-sharing needs? Zapa has you covered. In addition to all the features listed above, all our plans include essential features such as file previewing and email notifications. See what all our plans include
Easy File Management
Our document management software lets you preview documents, audio, and video. You can also upload files and folders, download all your new files as space-saving zip files, and comment on files.
Find Essential Files in Seconds
At Zapa, we know that your time is valuable. That is why we make it easy for you to find all your most important documents fast.
All our plans include a recent portal activity view, portal audit history, a portal file search feature, and the ability to pin your most important files, so you can find them at a moment's notice. You can even embed your portal on your website so you can access it in seconds.
Secure File Sharing Solutions
If you are a lawyer, accountant, or other professional, you typically deal with documents containing sensitive information. With Zapa, you can easily control how those documents are shared and who can access them.
Our platform allows you to create custom granular guest permissions. You can set these permissions to allow access to a vault, the ability to view files, and control document uploads and downloads. You can also control who can rename, move, or delete files.
Our portal also allows you to create and accept custom terms and conditions for guest access and create private portals for your most sensitive files.
Custom Notifications
If you are managing a large number of sensitive documents, it can be challenging to track activity, especially if multiple parties have access. All our plans allow you to set custom email notifications for file activity, recent activity, task status, and Clio matter. This allows you to remain informed on the status of your documents.
Our Plans Become More Cost-Effectiveas You Grow
Our Plans Become More Cost-Effective as You Grow
We designed our pricing plans to be accessible to firms on all budgets, and each one allows you to have unlimited employee seats. This means as your business grows, our plans become more cost-effective. This allows you to scale your file-sharing capabilities without breaking the bank.
Streamline Your Operation
Efficiency is key in business. Our secure file-sharing software can make it easier than ever to manage your documents. Say goodbye to time-consuming email exchanges and physical document transfers. With our intuitive platform, you can securely share files with clients and colleagues in just a few clicks.
It also gives you unparalleled control over how you share these documents. This gives you control of sensitive information and can reduce your liability while saving you time and money in your business. Our solutions are ideal for accountants, lawyers, and any other business where you manage many client files.
Streamline Your Operation
Custom Solutions and Superior Support
Custom Solutions and Superior Support
We understand that every accounting firm has unique requirements. We will work closely with you to understand your file-sharing needs and provide custom solutions.
Our team is always here to help you set up your software, migrate your data, and more so you can hit the ground running. Feel free to reach out anytime.
See What Our Clients Say About the Client Portal
Our secure file-sharing services are transforming real people and businesses, but don't take our word for it. See what our happy clients have today.
"Zapa saved us from the complicated portals and unclear user invitations of our prior solution. It's been a major impact to our operational efficiency saving time sending files to our clients. We've also seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!"
I had been searching for a way to send large files back and forth to my patients and staff, with no size limitations, for a reasonable monthly/yearly price, that was ALSO HIPPA compliant. Needless to say, there were not many options that fit the bill. Then I came upon Zapa Portals and the clouds parted and the angels started to sing! I had found exactly what I was looking for! Zapa Portals checked all of my boxes and then some! The interface is simple and easy to navigate. The storage capabilities are awesome and I love that you can access/view your documents and videos within the portal WITHOUT having to download them and take up space on your own device
Clients are able to upload personal files, download files, sign and reupload authorizations. The ability to set permissions for each end user is very important and easy. Clients enjoy the ability to have tasks (electronic To-Do list) and to close them as they complete them.
I use ZAPA Portal everyday. As a paralegal, it is critical that we have a software to securely share sensitive documents with our clients and third parties. This software allows me to drag and drop, upload with ease, large attachments. The security of this site protects our clients and gives everyone peace of mind. It is also very user friendly, so clients can easily learn to use this software. I would recommend ZAPA Portal to any business looking for a reliable software to share and store files.
Excellent secure portal.
Zapa is very user-friendly. Individuals of all ages find this software very safe and secure to use to upload documents such as legal ones.
Try Our Affordable Secure File Sharing Software Today
Are you ready to discover the power of our secure file sharing for accountants and other professionals? With our user-friendly interface, you can focus on what you do best – providing exceptional service to your clients while we take care of your file-sharing needs. Contact us today for a free trial of our software.
