CloudRadial
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.
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Onehub
Onehub is the secure file storage and sharing service built for businesses of any size.
Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence.
Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing.
Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal.
Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.
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Aprio Board Management Software
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen.
Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple.
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Zapa Client Portals
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.
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