Secure Client Portals for Accountants

We make secure portals for CPA's so they can serve clients without getting stuck gathering information.


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Plant, Laptop and Phone showing Zapa Portals

Simple, Fast Client Portals built for Accountants

Zapa Client Portals are the perfect solution for accountants who want to provide their clients with a secure and efficient way to access their files. With Zapa, accountants can easily upload documents, create folders, and share files with clients. Clients can also use Zapa to submit requests for documents, track the status of their requests, and leave comments on documents.

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Keep your clients on track!

Reduce client questions and calls by as much as 75%. Stop taking phone calls from clients simply asking what they need to do. Zapa's Tasks feature allows your to give your client a list of homework you are expecting with them. And allows you to send them reminders quickly that they aren't quite done yet!

Seamlessly use Zapa on computers, tablets and cell phones. No installs!
Users love it
From employees to clients. Everyone raves about how great Zapa feels!
View, Fill and sign PDF's completely within Zapa Client Portals.

Have some client data you need. Simply create a fillable PDF upload it to Zapa and have them fill it out and save it. They never even need to download the file. This makes getting client information you need from them incredibly efficient!

Built in pdf viewer
PDF's are viewable within Zapa Client Portals.
Streamline gathering information you need.
Uploading fillable PDFs allows your customers to rapidly get your business the information they need.
Client documents whenever, wherever

Zapa Client Portal's primary responsibility is keeping your clients documents safe but available. Preventing identity theft is critical for your thriving business. Keep their files out of emails and services meant to be utilized for internal file sharing.

security first
Transparent & granular permissions. Also know who has access to where you are.
no more creating links
Create your client a secure place for them to come back to whenever they want. Without your help!
Companies that trust us


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.
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Related Content

Want to learn more?

Check out these articles to help determine if secure file portals are right for you!

When would I consider a Secure Portal for my Business?

A secure portal is a tool that can help you protect your business and its data.

7 Ways a Client Portal Can Save You Time

Client portals are secure, web-based applications that allow businesses to share files, and access documents from anywhere, at any time.

Streamline your accounting practice with a Client Portal

Zapa helps accountants exchange documents and information with their clients easily and securely.

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

Britt Stouffer Avatar
Britt L. Stouffer, Esq.
Managing Partner @ Stouffer Legal

Zapa Portals checked all of my boxes and then some! The interface is simple and easy to navigate.

Generic Avatar
Dr. Jacqueline Patterson DDS OMT
Revive Orofacial Therapy and Wellness Center

Frequently Asked Questions

My clients just email me documents why would I use Zapa?

Typically this is something we suggest avoiding take a look at our article explaining why.

How much do you charge per employee seat?

We hate the fact that businesses do this. So we set out to be a bit different, regardless of your business size we DO NOT charge per Team Member. We want everyone in your business to have access and you not get charged for it!

Can I upload a company logo and add a button on my website?

Absolutely, we highly recommend doing so! Giving your clients confidence they are dealing with you is important to us. As the administrator you can upload a logo and find the URL to create a personalized button on your website. We are available to help if needed!

Can I see what people do in each portal?

We offer granular permissions within a portal so you can control what your clients can do. There is also a full audit log in every portal you can view to see exactly what has happened and by whom.