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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 FileGenius?

Discover the fastest, easiest, and most secure way to share files with anyone, no matter where they are, all via a web browser. FileGenius provides a completely private branded experience, ensuring that your name and brand take center stage on your file transfer site and emails, which boosts your business's visibility instead of ours. With advanced security measures that meet or exceed both industry and government standards, your data is safeguarded with FileGenius. We prioritize clear and straightforward pricing; for a single fee, you gain access to unlimited users, workspaces, transactions, and bandwidth, along with limitless support. Moreover, our HTML5-enabled mobile sites and iPad application allow FileGenius users to maximize efficiency by facilitating file viewing and sharing while they are on the go. The platform is equipped with a remarkable suite of features aimed at enhancing your file-sharing process. Experience the exceptional advantages that set FileGenius apart as an outstanding choice for your file-sharing needs, and elevate your productivity in the digital age.

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

$49 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

Applied Answers

Date Founded

2007

Company Location

United States

Company Website

www.filegenius.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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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