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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 GreenOrbit?
For over two decades, GreenOrbit has established itself in the intranet software sector, collaborating with various IT departments on successful projects of varying scales.
- Our user-friendly intranet software is designed for rapid deployment.
- After implementation, whether in the cloud or on-premise, GreenOrbit is straightforward to manage, often requiring little input from the IT team, allowing for day-to-day oversight to be delegated to other departments.
- With a user base exceeding 380,000 across more than one hundred clients, GreenOrbit is recognized for its ease of use.
- It serves as a centralized hub for communication, document management, forms, workflows, and a multitude of additional features.
- Above all, GreenOrbit prioritizes security to protect user data and ensure safe operations.
- This commitment to security makes it a trusted choice for organizations looking to enhance their intranet capabilities.
Integrations Supported
Active Directory
Amazon Web Services (AWS)
Auth0
Cisco Duo
Cisco Secure Access by Duo
Microsoft Entra ID
Okta
RSS.com
Integrations Supported
Active Directory
Amazon Web Services (AWS)
Auth0
Cisco Duo
Cisco Secure Access by Duo
Microsoft Entra ID
Okta
RSS.com
API Availability
Has API
API Availability
Has API
Pricing Information
$52 per month, unlimited users
Free Trial Offered?
Free Version
Pricing Information
$6.50 - $4.50/month/user
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
GreenOrbit
Date Founded
1995
Company Location
USA
Company Website
www.greenorbit.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
Brand Management
Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
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
Employee Engagement
Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys
Franchise Management
Appointment Scheduling
Automatic Re-ordering
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager
Intranet
Activity / News Feed
Blogs
Calendar Management
Content Management
Discussions / Forums
Employee Directory
Knowledge Management
Policy Management
Search
Wiki
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search