Zapa Client Portals

RATING:

5.0

(6)
Overview

About Zapa Client Portals

Zapa Client Portals is a document management solution that enables accountants, law firms, and other businesses to share, receive and store documents in a centralized storage. The platform offers an administration management functionality, which allows users to delete, add or modify member profiles and permissions via a unified portal. Zapa Client Portals lets organizations configure notifications to receive automated email alerts about document downloads or new uploads. It includes white-labelling capabilities, which allows organizations to customize the interface using custom colours, themes and logos. Additionally, it offers various features such as password-protected login, filters, activity audits, custom emails, multiple portals and more. Zapa Client Portals fac...

Zapa Client Portals Pricing

Unlike many of our competitors Zapa does not have a minimum 'seat' requirement. It is a flat cost/month and you can create as many employee logins as needed!

Starting price: 

$65.00 per month

Free trial: 

Available

Free version: 

Not Available

Zapa Client Portals client portals
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Zapa Client Portals Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Zapa Client Portals

6 Reviews

Lilliana

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

ZAPA Portal is the best!

PROS

I use ZAPA Portal everyday. As a paralegal, it is critical that we have a software to securely share sensitive documents with our clients and third parties. This software allows me to drag and drop, upload with ease, large attachments. The security of this site protects our clients and gives everyone peace of mind. It is also very user friendly, so clients can easily learn to use this software. I would recommend ZAPA Portal to any business looking for a reliable software to share and store files.

CONS

There is nothing that I do not like about this service.

Morgan

Legal Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Morgan's Zapa Review

PROS

Zapa is very user-friendly. Individuals of all ages find this software very safe and secure to use to upload documents such as legal ones.

CONS

I didn't dislike anything about this software.

Jessica

Legal Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

ZAPA is beneficial for all

Clients are able to upload personal files, download files, sign and reupload authorizations. The ability to set permissions for each end user is very important and easy. Clients enjoy the ability to have tasks (electronic To-Do list) and to close them as they complete them.

PROS

Secure, easy to use for all users with varying levels of technical knowledge, safe, great Customer Service,

CONS

Not able to respond to task notes directly

Ds

Law Practice, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Zapa melds seamlessly into the work day

PROS

The intuitive nature of most of the features makes it seamless to not only utilize the system internally, but also makes communication with clients efficient and fairly easy.

CONS

The ability to send reminder emails for tasks from the overall dashboard would be awesome.

Michelle

Legal Services, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Excellent secure portal

PROS

Ease of use--even for some of our elderly clients

CONS

Terminology of some of the features and location of features. Audit History was not intuitively clear to some of our staff and it is located in the ellipses as opposed to a button that clearly states "More Features". Since this is what I liked least, this demonstrates that there is a lot that I LIKE about this product.

Reason for choosing Zapa Client Portals

Price, security, ease of use, and free trial period

Tasha

Law Practice, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Friendly Client Sharing Portal

PROS

It is so easy, fast and user friendly. I love that you can edit PDFs right in the system

CONS

We still use Zapa to this day. There is nothing that I do not like about this system.

Reasons for switching to Zapa Client Portals

Smart Vault was not user friendly and very slow

6 Reviews