Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Axero Reviews & Ratings
    159 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    238 Ratings
    Company Website
  • Moxo Reviews & Ratings
    210 Ratings
    Company Website
  • Claromentis Reviews & Ratings
    87 Ratings
    Company Website
  • My Member Software Reviews & Ratings
    25 Ratings
    Company Website
  • MyHub Intranet Software Reviews & Ratings
    67 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • HR Partner Reviews & Ratings
    161 Ratings
    Company Website
  • PESTBOSS Reviews & Ratings
    2 Ratings
    Company Website
  • Satori Reviews & Ratings
    86 Ratings
    Company Website

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 CU Board Members?

The CU Board Members platform provides a secure and user-friendly environment for managing board activities, offering features like online board packets, video conferencing, policy procedures, event calendars, discussion forums, online voting, and compliance monitoring. By allowing board members to conveniently access crucial documents and board packets online, it significantly boosts meeting productivity. A dedicated virtual conference room is perpetually available, allowing directors to participate in meetings from anywhere, including while on the go. It also encourages collaboration among board members outside of meetings through tools like video conferencing and discussion forums, along with secure online voting capabilities. All policies are easily accessible and can be published directly on the corporate intranet for transparency. The system proactively tracks compliance requirements and sends alerts about potential issues ahead of time. Designed for compatibility across a variety of devices including desktops, laptops, tablets, and smartphones, it ensures accessibility for all users. With an affordable monthly pricing structure that has no setup or cancellation fees, it is accessible to organizations of all sizes. This all-encompassing solution not only streamlines board operations but also enhances governance efficiency, making it a valuable asset for any organization looking to optimize its board management process. Additionally, its user-friendly interface encourages greater engagement and participation from board members, contributing to a more dynamic and effective governance environment.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$200 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

E Space Communications

Date Founded

2000

Company Location

United States

Company Website

www.espacecommunications.com/cuboardmembers.html

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

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Popular Alternatives

Popular Alternatives