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

  • Moxo Reviews & Ratings
    193 Ratings
    Company Website
  • iBabs Reviews & Ratings
    56 Ratings
    Company Website
  • Axero Reviews & Ratings
    151 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    224 Ratings
    Company Website
  • Claromentis Reviews & Ratings
    87 Ratings
    Company Website
  • Property Matrix Reviews & Ratings
    69 Ratings
    Company Website
  • Filejet Reviews & Ratings
    34 Ratings
    Company Website
  • My Member Software Reviews & Ratings
    25 Ratings
    Company Website
  • Docubee Reviews & Ratings
    103 Ratings
    Company Website
  • Paligo Reviews & Ratings
    100 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 TaxDome?

TaxDome is a robust and user-friendly workspace designed to help you effectively oversee your clients, projects, documents, teams, and overall practice. This software specializes in workflow automation tailored for the tax and accounting sector, enabling you to streamline tasks while maintaining a clear overview of your operations. You have the option to utilize existing templates for various functions like bookkeeping, tax returns, payroll, and problem resolution, or you can design your own repeatable and adaptable processes that elevate your business. Clients will appreciate the branded portal, which is accessible and user-friendly for individuals of all ages and technical abilities. The platform prioritizes security and convenience, being available on both mobile and desktop devices. Moreover, TaxDome accommodates eleven different languages, making it possible for you to serve clients who speak languages other than English. By consolidating both internal management functions—such as workflow, CRM, and reporting—with client-oriented services like document signing, invoicing, and messaging into one cohesive platform, you can enhance the organization and efficiency of your practice. This comprehensive approach not only simplifies operations but also fosters stronger relationships with clients through seamless communication and support.

Media

Media

Integrations Supported

Ace Cloud Hosting
CCH Axcess Tax
Calendly
CrossLink
Drake Tax
Gmail
Google Sheets
Lacerte
Microsoft Office 2021
Microsoft Outlook
MyTAXPrepOffice
ProConnect Tax
QuickBooks Online
Stackreaction
Stripe
TaxAct
TaxSlayer
TaxWise
Verito Technologies
Xero

Integrations Supported

Ace Cloud Hosting
CCH Axcess Tax
Calendly
CrossLink
Drake Tax
Gmail
Google Sheets
Lacerte
Microsoft Office 2021
Microsoft Outlook
MyTAXPrepOffice
ProConnect Tax
QuickBooks Online
Stackreaction
Stripe
TaxAct
TaxSlayer
TaxWise
Verito Technologies
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$25 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

TaxDome

Date Founded

2017

Company Location

United States

Company Website

taxdome.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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Popular Alternatives

Popular Alternatives

Clustdoc Reviews & Ratings

Clustdoc

Clust Technologies