Zapa Client Portals 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Zapa Client Portals

5.0

(6)

Pricing

Starting at $65.00 per month

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 facilitates integration with numerous third-party applications including Clio, Practice Panther and more. It is available on monthly subscriptions and support is extended via email, FAQS, and other online measures.

Zapa Client Portals Screenshots

Zapa Client Portals Pricing and Plans

Starting price: $65.00 per month

Free Trial

Free Version

Basic

$65.00

flat rate, per month

No plan information available

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Zapa Client Portals Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Zapa Client Portals
Activity Tracking
Alerts/Notifications
Audit Trail
Authentication
Client Portal
Commenting/Notes
Customizable Branding
Document Management
Document Storage
Drag & Drop
Encryption
File Management
File Transfer
Mobile Access
Reminders
Search/Filter
Secure Data Storage
SSL Security
Two-Factor Authentication
User Management

Zapa Client Portals Integrations

Clio

Zapa Client Portals User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.8

Have you used Zapa Client Portals and would like to share your experience with others?

Lilliana A.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

Reviewed May 2023

ZAPA Portal is the best!

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Jessica B.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 P.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 12 months

Reviewed May 2023

Zapa melds seamlessly into the work day

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 B.

Verified reviewer

Legal Services

11-50 employees

Used weekly for less than 12 months

Reviewed May 2023

Excellent secure portal

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Zapa Client Portals

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

Tasha N.

Verified reviewer

Law Practice

11-50 employees

Used weekly for less than 2 years

Reviewed May 2023

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