Zapa Client Portal

The Zapa Client Portal is a comprehensive solution designed for professionals, particularly in the legal and accounting sectors, to streamline document management and enhance client communication. This secure and user-friendly platform enables users to efficiently manage their documents by facilitating easy file uploads and secure communications.
Key functionalities include:
- Automated File Requests: Save time by automating the process of requesting files from clients.
- E-Signatures: Allow clients to sign documents electronically, simplifying the approval process.
- Custom Branding: Tailor the portal's appearance to reflect your brand identity, enhancing client trust.
- Interactive PDF Forms: Create forms that clients can interact with directly within the portal.
- User Permissions and Audit History: Maintain security and track document access with detailed audit logs.
- Mobile Document Uploads: Enable clients to conveniently upload documents from their mobile devices.
- Two-Factor Authentication and End-to-End Encryption: Protect sensitive client data with advanced security measures.
Zapa aims to reduce non-billable tasks, helping professionals focus on their core activities while providing clients with an enjoyable experience. The platform's emphasis on usability and security has earned it positive feedback from numerous businesses. A free demo is available for those interested in exploring its features further.