Let’s face it, you don’t have time to call every client and remind them to upload the files you need. But with ZAPA self-service client portals you can assign Tasks, File Requests and more to your clients and send them automated email reminders to keep them on track. Your clients will see a clear list of the information and documents you need from them with simple due dates so they know exactly what to do next.
Whether you are powering through a busy Tax Season, a court filing deadline, a project discovery phase, you want to organize the documents needed from your clients. With File Upload Requests you can see the progress of each client all on the Portal Dashboard and email bulk reminders to keep your clients moving right along.
We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!
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