Bryan Stouffer

Bryan Stouffer is a software architect who has spent his career in the Healthcare and Legal field. His passion for software comes from his desire to see professionals accelerated by computers, not hindered.

Industry News

Embracing Automation for File Requests to Enhance Efficiency during Tax Season

Automating file requests through secure file sharing platforms like Zapa streamlines the process of gathering source documents for tax season, reducing errors, improving security and compliance, and boosting client confidence, making tax preparation more efficient and less stressful.

Industry News

How Accountants are Tackling Burnout and Employee Turnover

As the landscape of the accounting profession changes and hiring becomes more difficult, technology is stepping in to help retain and attract employees.

Industry News

Why don’t Law Firms use FTP Servers to share files anymore?

Let's review the risks associated with FTP servers and see why have Law Firms moved away from this technology.

Industry News

Let’s persuade your Managing Partner to “Modernize” the Law Firm in 8 simple steps!

Present your managing partner with the benefits of modernizing the firm, such as improved efficiency, cost savings, and enhanced client experience.

Industry News

What makes a “Modern” Law Firm?

A modern law firm is one that utilizes technology and innovative practices to enhance the client experience, improve efficiency and productivity, and stay current with the latest legal trends and changes.

Opinion

Streamline your accounting practice with a client portal: 5 benefits for tax season and beyond

Zapa helps accountants exchange documents and information with their clients easily and securely. It can also help them stay organized and work more efficiently, which is especially useful during tax season.

Opinion

When would I consider a Secure Portal for my Business?

You should consider implementing a secure client portal in your business if you want to improve the way that you manage and share client information and documents, and if you want to provide your clients with a more convenient and secure way to access their information.

Release Notes

September Update - Portal Improvements!

Now you can Pin Favorite Portals, add Terms & Conditions for your Guests, and Link a Portal to any URL!

Opinion

Danger of Sharing Files on Dropbox with Customers

We love Dropbox and Dropbox for Business. It is an amazing team collaboration tool including excellent features such as Online-Only file sync with your Desktop Computer, and full File Version History. However, Dropbox may not be the best choice for sharing files with customers outside of your Team.

Release Notes

New in Zapa Client Portals - December 2020 Release Notes

Zapa introduces Customizable Guest Invitation Emails, Notification to Clio Matter Email, Branded Guest Login Page, Show Deleted Files, File Comments and more.