Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier

Integrations

Desktop.com
Google Drive
Google Workspace
Josys
LinkedIn
Shift
Stackreaction
Wufoo
Zapier

Pricing Details

$599/month
Free Trial
Free Version

Pricing Details

$52 per month, unlimited users
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clinked

Founded

2008

Country

United Kingdom

Website

www.clinked.com

Vendor Details

Company Name

Breichbilt

Country

United States

Website

www.zapaclientportal.com

Product Features

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

Alternatives