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Description
SilverBlaze's Capricon Customer Portals offers a fully customizable self-service web portal solution that enhances both employee productivity and customer satisfaction. By utilizing Capricon, organizations are able to equip their clients with self-service tools that enable them to manage their utilities effectively, decrease the number of incoming calls, and interact with the service in innovative manners, all while cutting down on expenses linked to printed invoices, bills, and reports. Additionally, Capricon seamlessly integrates with current business systems and ensures accessibility from any device at any time, making it a versatile choice for modern businesses. This flexibility not only simplifies operations but also empowers customers to take control of their service experience.
Description
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$52 per month, unlimited users
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 per month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SilverBlaze
Founded
1999
Country
Canada
Website
www.silverblaze.com
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
Portal
Chat
No
Collaboration
No
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
No
Utility Billing
ACH Payment Processing
No
Account Management
Yes
Billing & Invoicing
Yes
Cable
Yes
Collections Management
No
Customer Management
Yes
Electricity
Yes
Meter Management
Yes
Metered Billing
Yes
Move In / Move Out
Yes
Natural Gas
Yes
Non-Metered Billing
Yes
Online Payment Processing
Yes
Penalty / Cut-Off Processing
Yes
Rate Management
Yes
Service Call Management
Yes
Trash
Yes
Water
Yes
Work Order Management
Yes
Utility Management Systems
Billing & Invoicing
Yes
Cable
No
Customer Management
Yes
Demand Planning
No
Electricity
Yes
Natural Gas
Yes
Plant Management
No
Service Call Management
Yes
Trash
No
Water
Yes
Work Order Management
Yes
Workforce Management
No
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes
