Zapa Client Portals are a dream for CPA's! Quickly gather the documentation you need throughout the tax season, upload documents for clients to access, share with family members, or share with other professional advisers such as CFPs and attorneys.
Start Free TrialReduce 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!
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!
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.
We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!
Zapa Portals checked all of my boxes and then some! The interface is simple and easy to navigate.
Typically this is something we suggest avoiding take a look at our article explaining why.
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!
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!
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.
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