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What is Zapa Client Portals?

Presenting Zapa Client Portals, the simple answer to effective client document management. For CPAs, this tool expedites document collection during tax season, while attorneys can oversee documents and communications seamlessly, leading to increased profitability. The portal enables clients to upload files, offers a comprehensive checklist of required documents and deadlines, and allows for self-service access to their information. It is designed to be secure, dependable, and user-friendly, enhancing the overall experience. Elevate your approach to client management with Zapa—give it a try today! Zapa Client Portals caters specifically to small business owners, including accountants and attorneys, who require a safe and effective method for collecting, organizing, and sharing client documentation. Given the sensitive nature of the financial and personal information they handle, these professionals need a trustworthy solution that not only protects data but also optimizes their operational processes. This portal features an intuitive interface that allows clients to easily upload necessary documents, access a detailed checklist of requirements and deadlines, and retrieve their files independently. Furthermore, the system ensures a secure mechanism for sharing documents with clients and various stakeholders, making it an indispensable resource for small businesses aiming to efficiently manage their client information. Embrace the future of client data management with Zapa Client Portals today!

What is Assembly?

Assembly functions as an all-encompassing solution for engaging clients and handling back-office tasks, specifically designed for technology-oriented professional service firms such as those in consulting, law, accounting, real estate, marketing, and technology. By merging multiple tools into one branded client portal, it allows businesses to effortlessly connect, communicate, invoice, share documents, and oversee tasks from the initial sale to comprehensive operations. This platform significantly improves visibility into client relationships across the organization, employing secure AI technology to streamline workflows and save precious time. Additionally, Assembly integrates easily with existing business applications through various channels, including embeds, Zapier, Make, or its adaptable API, and supports the creation of custom applications. Some of its notable features include secure messaging, document sharing, one-click payment invoicing, electronic signatures, storefront options for service productization, customizable forms, and task management capabilities. The platform is designed to deliver outstanding, modern client experiences while maintaining strong security protocols and adhering to HIPAA regulations. With its forward-thinking approach, Assembly not only simplifies operational processes but also significantly enhances overall client satisfaction, making it an indispensable tool for professional services. As a result, organizations using Assembly can expect to see improvements in efficiency and client engagement, ultimately driving their success in competitive markets.

Media

Media

Integrations Supported

Airtable
App Store
Calendly
ClickUp
Google Analytics
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zapier
Zoom

Integrations Supported

Airtable
App Store
Calendly
ClickUp
Google Analytics
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Slack
Trello
Xero
YouTube
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$52 per month, unlimited users
Free Trial Offered?
Free Version

Pricing Information

$39 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Breichbilt

Company Location

United States

Company Website

www.zapaclientportal.com

Company Facts

Organization Name

Assembly

Date Founded

2020

Company Location

United States

Company Website

assembly.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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