Watch our introduction video below to learn about some of the most-loved ZAPA Client Portal features. A specialist will be in touch ASAP to create a personalized demonstration for your firm. Can't wait? Book an appointment using the calendar tool to the right.
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.