Transfer Files Safely With Our Client Portal for Accountants

Zapa's state-of-the-art client portal for accountants will streamline how your practice operates

Try Our Secure Client Portal

As an accounting firm, your client communication must be quick and secure. This is where Zapa's client portal solutions for accountants come in. Our state-of-the-art platform can transform the way you do business.

Zapa lets you save time and money by eliminating constant client file requests and reminders. Imagine being able to copy and paste your list of source documents, then sit back and watch your clients upload everything you need before tax season!

Give us a call today to schedule a free demo.

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Try Our Secure Client Portal

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Streamline Your Practice and Improve Your Workflow

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Streamline Your Practice and Improve Your Workflow

In today's fast-paced business environment, accountancy firms need advanced tools to effectively manage all their clients' information and documents. Fortunately, with the latest client portals, accountants now have a way to secure file and document sharing and improve communication between their firms and their clients.

By providing a centralized platform for accessing and managing critical financial documents, you empower clients with a sense of control and transparency in their financial matters. This increases trust and can lead to stronger client relationships. It also improves efficiency in your daily operations.

Adopting a secure client portal is one of the best decisions you will ever make for yourself or your clients.

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Benefits of a Client Portal for Accountants

As an accountant, implementing a client portal in your practice will offer your fi rm a host of bene fi ts. It can save you time, money, and resources and enhance your client's experience of working with you.

Streamlined Communication

A Secure Client Portal for Accountants lets you communicate better with your clients. Because you're using a single platform, you can exchange messages, share relevant documents, and offer real-time updates on any kind of financial information.

This centralized approach eliminates the need for endless phone calls and email chains. It gives you and your clients an easy way to transfer files securely and is essential when tax season comes around!

Better Document Management

Optimizing your document management process is another benefit of implementing our Client Portal for Accountants. Here's how it helps:

  • Easily organize your clients' financial records, tax documents, and other essential files
  • Reduce the risk of losing important documents by maintaining digital copies in a secure environment.
  • Save time by eliminating the need to search for hard copies or scattered electronic files

Increased Security

When handling sensitive financial data, security is of utmost importance. By using Zapa's Secure Client Portal for Accountants, you'll benefit from advanced security measures that will protect your client's information and your reputation as a trusted accounting professional.

Some key security features include:

  • Secure file sharing with end to end encryption to prevent unauthorized access to data
  • Multi-factor authentication (MFA) to ensure only authorized users can access the portal
  • Regular backups and updates to guard against potential threats and system vulnerabilities

Essential Features of a Secure Client Portal

File Sharing and Storage

A secure client portal ensures you can easily share and collaborate on files with your clients.

Here are some of the features our platform offers


All data is securely encrypted both in transit and at rest.

Intuitive User Interface

Our streamlined UI simplifies the file-sharing process and is easy to navigate. It's user-friendly too, and simple for clients to learn.

Role-Based Permissions

Custom permissions enable you to control who can access, upload, or edit files on the portal.

Digital Approvals and E-Signatures

A fully-featured portal can streamline your work fl ow and reduce paper waste with digital approvals and e-signatures. A secure client portal should offer the following:

Implementing a Client Portal Solution


Choosing the Right Portal Solution

When choosing a Client Portal Solution for Accountants, you must carefully consider what functionality your firm needs. Look for an affordable solution that offers seamless, secure file transfer capabilities and the ability to share files quickly with your clients.

You want the system to offer ease of use, excellent client access management, and smooth integrations with your existing accounting software.


Introducing Clients to the Portal

It's easy to introduce your clients to the portal. Just explain how it will benefit them! Most will already understand how important it is to share
files securely, and they'll soon see how the portal will help with this process.


Training and Support

We provide training materials like guides, tutorials, and webinars to help you and your clients get used to the platform. Our team is always ready to support you and answer any questions or concerns your clients may have.

As your clients are getting used to the system, it's a good idea to get their feedback. Please feel free to pass that back to us, as we are working continuously to improve the portal.

Less Stress During Tax Season

Putting Zapa in place today will give you a better tax season tomorrow. That helps you and your team. And when your employees are happy, they stay. So, let Zapa help you and your team completely reimagine what tax season looks like.

Less Stress During Tax Season

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Read What Our Satisfied Customers Say

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Read What Our Satisfied Customers Say

Plans and Portal Pricing

We offer a range of custom portal plans for accountancy firms with various monthly and annual billing options. Read more about them here.

Schedule a No-Obligation Demo to See What Zapa Can Do for Your Firm

If your practice would benefit from our client portal for accountants, sign up for a free demo today.

Schedule a No-Obligation Demo to See What Zapa Can Do for Your Firm

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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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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.

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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!
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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.

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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.