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Description
PortalProdigy serves as an agile web publishing and content management platform that grants you immediate access to all the aforementioned features. With its impressive capabilities, PortalProdigy allows for implementation without any coding through user-friendly menu-driven configurations, which considerably cuts down on both the time and costs associated with website development. You will benefit from an unparalleled range of functionalities. The platform simplifies the process of designing a visually appealing and professional Home Page that effectively showcases your products and services while guiding visitors to find what they need. Additionally, PortalProdigy includes a Home Page Builder that facilitates easy updates and modifications to your content. It also offers options for automatically displaying fresh content on your Home Page, such as current events, news, products, and resources. Furthermore, your Home Page is seamlessly integrated with PortalProdigy's overall system, ensuring that visitors enjoy a consistent branding experience and streamlined navigation throughout the site. This makes PortalProdigy not only a powerful tool for website management but also an essential asset for enhancing user engagement.
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
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
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Brolin
Website
www.brolinsoftware.com
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
Yes
Customer Accounts
Yes
Data Security
Yes
Email Marketing
Yes
Inventory Management
No
Kitting
Yes
Loyalty Program
No
Mobile Access
Yes
Multi-Store Management
No
Order Management
No
Product Configurator
Yes
Promotions Management
No
Returns Management
No
Reviews Management
Yes
SEO Management
No
Shopping Cart
No
Templates
Yes
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
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