Client Portals for Accountants

ZAPA is the simplest and most secure way to collect all the documents you need to service your clients for tax season.

WATCH DEMO

Automated Document Collection

Let your clients know what files you need and let us take care of the rest! With File Requests, you can organize all the files your client needs to upload for you to get started faster. Your clients can easily see the files you need, and Reminder Emails lets them know what still needs to be completed. By offering a trusted Self-Service Client Portal you can let Zapa keep your clients on task and on time.

ZAPA Self-Service Client Portals keep your clients on-track and on-time gathering the files you need in one secure place.

CLICK TO LEARN MORE

LOVED BY THOUSANDS

Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
ZAPA has made a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Sarah Smith
Developer @ flowbase.co
Build beautiful products faster.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet.

Nunc ut sem vitae risus tristique posuere.

WATCH A DEMO

Get a personalized business solution
Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.