Feature Comparison
Zapa Client Portals offers three subscription tiers designed to meet different organizational needs. This page provides a complete comparison of features across all tiers.
Subscription Tiers
| Tier | Monthly Price | Annual Price (Save 20%) | Best For |
|---|---|---|---|
| Professional | $175/month | $140/month | Small teams getting started |
| Large Firm | $350/month | $280/month | Growing organizations |
| Enterprise | Contact us for pricing | Contact us for pricing | Large organizations with advanced needs |
All tiers include unlimited user seats.
Core Limits
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| User Seats | Unlimited | Unlimited | Unlimited |
| Active Portals | 1,000 | 10,000 | Unlimited |
| Storage | 1 TB | 10 TB | Unlimited |
| Max File Size | 2 GB | 5 GB | 50 GB |
Productivity & Workflow
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| Secure File Sharing | ✓ | ✓ | ✓ |
| Office Doc Viewing | ✓ | ✓ | ✓ |
| Audio/Video Preview | ✓ | ✓ | ✓ |
| Bulk Folder Upload | ✓ | ✓ | ✓ |
| Bulk Download (ZIP) | ✓ | ✓ | ✓ |
| File Requests (Tasks) | ✓ | ✓ | ✓ |
| Portal Archiving | ✓ | ✓ | ✓ |
| Tags & Filtering | ✓ | ✓ | ✓ |
| Unread Indicators | ✓ | ✓ | ✓ |
| Mobile App | ✓ | ✓ | ✓ |
| Task Management | ✓ | ✓ | ✓ |
| File Comments | ✓ | ✓ | ✓ |
| Video Recording | - | ✓ | ✓ |
| Portal Templates | - | ✓ | ✓ |
| Video Chat | - | ✓ | ✓ |
| Workflow States | Standard | Custom | Custom |
PDF & E-Signature
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| PDF Viewing | ✓ | ✓ | ✓ |
| Unlimited E-Signatures | ✓ | ✓ | ✓ |
| Multi-Recipient Signatures | ✓ | ✓ | ✓ |
| Signature Tracking | ✓ | ✓ | ✓ |
| PDF Annotations | - | ✓ | ✓ |
| PDF Form Creation | - | ✓ | ✓ |
| PDF Redaction & Edit | - | ✓ | ✓ |
Branding & White-labeling
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| Organization Logo | ✓ | ✓ | ✓ |
| Remove "Powered by Zapa" | - | ✓ | ✓ |
| Custom Brand Colors | - | ✓ | ✓ |
| Custom Subdomain | - | ✓ | ✓ |
| Custom Email Templates | - | ✓ | ✓ |
| Custom Email "Reply-To" | - | ✓ | ✓ |
Security & Compliance
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| Magic Link Login | ✓ | ✓ | ✓ |
| MFA Support | ✓ | ✓ | ✓ |
| MFA Enforcement | - | ✓ | ✓ |
| Private Portals | - | ✓ | ✓ |
| Hide Guest Permissions | - | ✓ | ✓ |
| Vault Access Logs | Basic | Basic | Extended |
| Vault Audit Log (UI) | - | ✓ | ✓ |
| Single Sign-On (SSO) | - | - | ✓ |
| Org-Wide Audit Trail | - | - | ✓ |
Advanced Features
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| Usage Reports | - | ✓ | ✓ |
| API Access | - | - | ✓ |
| Webhooks | - | - | ✓ |
Support & Services
| Feature | Professional | Large Firm | Enterprise |
|---|---|---|---|
| Customer Support | Standard Email | Priority Email | 24/7 Dedicated |
| Onboarding | Self-Service | Webinar | Dedicated Agent |
| SLA Guarantee | - | 99.9% | 99.99% |
Feature Details
Workflow States
- Standard (Professional): Default workflow states (New, In Progress, Review, Complete, Archived)
- Custom (Large Firm/Enterprise): Create custom workflows with your own states
Vault Access Logs
- Basic: View recent activity
- Extended: Complete audit history with detailed tracking
Support Levels
- Standard Email: Response within 24-48 hours
- Priority Email: Response within 4-8 hours
- 24/7 Dedicated: Immediate response, dedicated account manager
Upgrading Your Plan
To upgrade to a higher tier:
- Go to Settings → Subscription
- Click Change Plan
- Select your new tier
- Complete payment
Upgrades take effect immediately. You'll be charged the prorated difference.
Downgrading
To downgrade:
- Ensure you're within the limits of the lower tier
- Go to Settings → Subscription
- Select the lower tier
- Confirm the change
Downgrades take effect at your next billing cycle.
Need Help Choosing?
Consider:
- Professional: If you have fewer than 1,000 clients and don't need custom branding
- Large Firm: If you want to present your own brand and need advanced features
- Enterprise: If you need SSO, compliance features, or have high-volume requirements
Contact sales for Enterprise pricing and custom configurations.
Related Topics
- Billing - Manage your subscription
- Branding - Set up custom branding
- Security Settings - Configure security options