Effortlessly Manage Your Clients with Zapa Client Portals

Streamline communication, improve efficiency, and enhance client satisfaction with our customizable platform.


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Plant, Laptop and Phone showing Zapa Portals

Simplify your practice
with Zapa Client Portals

Zapa is the perfect solution for small businesses looking to streamline their client communication and organization. Our platform offers a secure, easy-to-use portal for your clients to access their important documents and information, saving you time and reducing the need for manual communication. With Zapa, you can easily store, share and track client documents, allowing your clients to access them at any time with all client information in one place, making it easy to stay organized and provide great service.

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Keep your clients on track!

Reduce client questions and calls by as much as 75%. Stop taking phone calls from clients simply asking what they need to do. Zapa's Tasks feature allows your to give your client a list of homework you are expecting with them. And allows you to send them reminders quickly that they aren't quite done yet!

Seamlessly use Zapa on computers, tablets and cell phones. No installs!
Users love it
From employees to clients. Everyone raves about how great Zapa feels!
View, Fill and sign PDF's completely within Zapa Client Portals.

Have some client data you need. Simply create a fillable PDF upload it to Zapa and have them fill it out and save it. They never even need to download the file. This makes getting client information you need from them incredibly efficient!

Built in pdf viewer
PDF's are viewable within Zapa Client Portals.
Streamline gathering information you need.
Uploading fillable PDFs allows your customers to rapidly get your business the information they need.
Client documents whenever, wherever

Zapa Client Portal's primary responsibility is keeping your clients documents safe but available. Preventing identity theft is critical for your thriving business. Keep their files out of emails and services meant to be utilized for internal file sharing.

security first
Transparent & granular permissions. Also know who has access to where you are.
no more creating links
Create your client a secure place for them to come back to whenever they want. Without your help!
Companies that trust us

Why trust us?

Here are some businesses currently deploying Zapa!
Free Employee Seats

$25/month per employee. Seen this before? We hate it and we are sure you do too. 1 employee or 25 we will never charge you for giving employees access.

Custom Branding

Upload your company logo and Zapa takes a back seat and let's your business identity take the wheel.

User Friendly

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We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Britt Stouffer Avatar
Britt L. Stouffer, Esq.
Managing Partner @ Stouffer Legal

Zapa Portals checked all of my boxes and then some! The interface is simple and easy to navigate.

Generic Avatar
Dr. Jacqueline Patterson DDS OMT
Revive Orofacial Therapy and Wellness Center
Not sure if it's right for you?
Feel free to contact us for a 1 on 1 conversation. We would love to hear your use case and find out if we are a good fit.

Frequently Asked Questions

My clients just email me documents why would I use Zapa?

Typically this is something we suggest avoiding take a look at our article explaining why.

How much do you charge per employee seat?

We hate the fact that businesses do this. So we set out to be a bit different, regardless of your business size we DO NOT charge per Team Member. We want everyone in your business to have access and you not get charged for it!

Can I upload a company logo and add a button on my website?

Absolutely, we highly recommend doing so! Giving your clients confidence they are dealing with you is important to us. As the administrator you can upload a logo and find the URL to create a personalized button on your website. We are available to help if needed!

Can I see what people do in each portal?

We offer granular permissions within a portal so you can control what your clients can do. There is also a full audit log in every portal you can view to see exactly what has happened and by whom.

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