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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.
Description
Ikno intranet ensures that all employees remain connected, fostering better communication, information sharing, and engagement among team members. Not only is ikno user-friendly and cost-effective, but it also streamlines internal communications while simultaneously nurturing your corporate culture. A workforce that is more engaged and informed tends to be more productive, safer, and ultimately more profitable, all while delivering superior customer service. Investing in ikno is essential for companies that prioritize transparency and exceptional employee communication. We partner with diverse sectors including insurance agencies, banks, professional service firms, manufacturers, non-profits, and associations. By enhancing employee interaction and making information more accessible, ikno saves valuable time that would otherwise be spent searching for data. It also boosts transparency, uplifts morale, and fosters a strong company culture. With its mobile, flexible, and reliable features, ikno eliminates complex file trees and share drives, significantly cutting down on email clutter. Embrace ikno to transform your internal communications and empower your workforce.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
Pricing Details
$5 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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Vendor Details
Company Name
ikno
Founded
2010
Country
United States
Website
www.ikno.io
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
Product Features
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
