Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

FeatValue provides a customer portal to agencies and service providers. Its deep integration with the most popular project-management systems allows clients to be easily integrated into current processes. FeatValue offers a client review process and synchronizes tasks. Clients can view and create tasks.

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 

Screenshots View All

No images available

Screenshots View All

Integrations

Asana Yes 
Basecamp Yes 
ClickUp Yes 
Clockify Yes 
Jira Yes 
Teamhood Yes 
Toggl Track Yes 
Trello Yes 
Workast Yes 
Zapier Yes 

Integrations

Asana No 
Basecamp No 
ClickUp No 
Clockify No 
Jira No 
Teamhood No 
Toggl Track No 
Trello No 
Workast No 
Zapier No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FeatValue

Founded

2023

Country

Germany

Website

www.featvalue.com

Vendor Details

Company Name

Breichbilt

Country

United States

Website

www.zapaclientportal.com

Product Features

Portal

Chat No 
Collaboration Yes 
Content Management No 
Document Management No 
File Sharing No 
Search Yes 

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 

Alternatives

Alternatives