The Client Portal Accounting Firms' Clients Actually Use
Collect tax documents, signatures, and answers in one secure, branded hub - with automatic reminders that chase the documents so your team doesn't have to. Flat pricing, unlimited users, and simple enough for clients of any age.
One Secure Client Portal for Your Accounting Firm
Zapa Client Portals gives accounting and tax practices one secure, branded hub for collecting client documents - flat pricing from $140/month (billed annually) with unlimited team members and unlimited clients. Send a file request once and Zapa chases the documents for you with automatic reminders; clients upload from any device, including straight from their phone camera. No per-seat fees, no IT project: most firms launch the same afternoon.
Not sure? Try it as your client would - 30-second test drive.
Try Zapa for FreeOne Secure Client Portal for Your Accounting Firm
Preparing for the FTC Safeguards Rule? Every tax practice needs a Written Information Security Plan. Download our free, fillable WISP template for tax and accounting firms - verified against IRS Publication 5708.
Built for the Document Chase, Not Another Practice Suite
Zapa replaces the client-facing layer that bundled portals get wrong - it works alongside whatever tax software you already run.
File Requests That Manage Themselves
Paste your source-document list once; every client sees exactly what's outstanding, in one organized checklist.
Automatic reminder emails keep clients on task until the checklist is done. Set and forget - no more manual follow-up loops.
Uploads Clients Can Actually Complete
No password to create, no app to install. Your 80-year-old trust beneficiary can do this:
- Magic-link sign-in from an email - no passwords to forget
- Phone-camera uploads for paper documents - no scanner needed
- Simple enough for clients of any age, on any device
One Organized Hub per Client
Every document, question, and response lands in the right place with a timestamped record - no more digging through email threads in March.
And it's your brand, not ours: clients see your firm's portal, with white-label branding included on every plan.
Secure Enough for Client Financials - and Your WISP
The safeguards your Written Information Security Plan expects
Client financials need more protection than an email inbox offers. Zapa covers the technical safeguards a WISP calls for in client file exchange - encryption, MFA, access controls, and an audit trail.
Included on every plan
Encryption
All data is securely encrypted both in transit and at rest.
Multi-Factor Authentication
MFA on firm-side accounts keeps portal access locked down, even if a password leaks.
Permissions & Audit History
Role-based permissions control who sees what, and a full audit history records every exchange.
Engagement Letter Signed, Client Onboarded - the Same Day
The slowest part of taking on a new client is usually the paperwork. Zapa closes it fast - and your clients never leave the portal to sign.
Onboard with Templates & Bulk Uploads
Spin up a new client from a portal template - checklist, folders, and engagement paperwork included - and bulk-upload prior-year files in one pass.
Should Accountants Use a Client Portal?
A quick video overview of why accounting firms move client file exchange into a portal - and what changes at tax time.
“Our tax software came with a portal.” When did a client last use it?
Bundled portals - CCH, Canopy, TaxDome, Intuit, SmartVault and the like - live inside your tax workflow, which is exactly why executors, trustees, and elderly 1040 clients never manage to log into them. Zapa fixes only the part that's broken: the client-facing exchange. Your workflow stays where it is; your clients finally stop mailing you originals.
Compare Zapa vs SmartVault side by sideWhat a CPA firm says after four tax seasons on Zapa
“Zapa has helped us to get source documents faster than ever during the tax season.”
Dan Callow, Callow Consulting - CPA firm specializing in fiduciary, estate & trust tax, Towson MD
Callow Consulting has run 477 client portals and collected 18,000+ files through Zapa since 2022.
Accounting firm client portal FAQ
How much does a client portal for an accounting firm cost?
Zapa is a flat $175/month, or $140/month billed annually - unlimited team members, unlimited clients. No per-seat fees, so the price doesn't change when you hire.
What makes Zapa easier for clients than other portals?
There's no password to create or forget. Clients open a magic link, see the checklist of what you need, and upload - from a computer or straight from their phone camera. It's simple enough for clients of any age.
Does Zapa integrate with my tax software?
Zapa works alongside your tax software rather than plugging into it. It replaces the client-facing collection layer - the part clients struggle with - and your team pulls the organized files into the workflow you already run.
Can clients sign engagement letters in Zapa?
Yes. Send any PDF for signature and clients fill in and sign right in the portal. On the Large Firm plan you can also present the document on a built-in video call and capture the signature live. You can even edit PDF pages and form fields in Zapa - no Adobe license needed.
Does Zapa help with the FTC Safeguards Rule?
Zapa provides the technical safeguards a WISP expects for client file exchange - encryption, MFA, access controls, and an audit trail - and we publish a free fillable WISP template verified against IRS Pub 5708.
How fast can my firm launch?
Most firms launch the same afternoon. Paste your document list, brand the portal, and send your first file requests the same day.
Can I see it before I talk to anyone?
Yes - take the 30-second test drive and experience Zapa exactly as your client would, no login and no sales call.
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
One Flat Price. Unlimited Users. Unlimited Clients.
One Flat Price. Unlimited Users. Unlimited Clients.
Simple plans for accounting firms
Most portal software charges per seat - fifteen staff means fifteen licenses. Zapa is a flat $175/month (or $140/month billed annually) for the whole firm: unlimited team members, unlimited clients, unlimited portals. Larger firms that want built-in video meetings - where a client can sign live on the call - choose Large Firm at $350/month ($280 annual).
Try Zapa as Your Client Would - a 30-Second Test Drive
Take the instant test drive: you're invited into a real portal as a guest, exactly as your clients would be - no login wall, no sales call. Prefer to start in your own portal? Try Zapa free for 30 days.
Try Zapa as Your Client Would - a 30-Second Test Drive
