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Average Ratings 1 Rating
Description
Streamline your interactions with clients and partners, safeguard your valuable exchanges and confidential documents, and automate labor-intensive tasks. This solution is ideal for attorneys, transaction advisors, accountants, in-house counsels, funds, and more. With a user-friendly shared space, top-tier features, and robust security, Closd stands out as the leading data room available. Create collaborative workspaces and invite clients and partners to join. Experience a revolutionary approach to managing your matters and transactions from inception to completion, allowing you to concentrate on your expertise rather than the procedural aspects. Say goodbye to cumbersome backtracking and Word checklists. Provide your partners with real-time updates on project progression, and streamline your processes by saving and reusing your checklists. Save significant time on contract signatures and closings, whether in-person or virtual. Leverage our seamless integrations with Docusign and Certeurope to unlock exclusive features that enhance your workflow and efficiency. Embrace the future of transaction management today.
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
Collateral Analytics
Yes
Docusign
Yes
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft Word
Yes
iManage
Yes
Integrations
Collateral Analytics
No
Docusign
No
Microsoft 365
No
Microsoft Excel
No
Microsoft Word
No
iManage
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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
No
Live Rep (24/7)
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Closd
Country
France
Website
www.closd.com/en/
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
Archiving
Access Control
No
Data Deduplication
No
Document Management
No
Email Archiving
No
Multimedia Archiving
No
Retention Management
No
Storage Management
No
Version Control
No
Web Archiving
No
eDiscovery
No
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
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