Zapa Client Portals' request tracking feature allows professionals such as accountants, attorneys and paralegals to monitor all requested files at a glance across all clients. With our platform, you can easily determine which documents or information have been requested versus received, streamlining your document gathering process.
Our request tracking feature is designed to simplify your document gathering tasks. In seconds, you can open a portal, enter a list of files you need from your client and click to email a File Request notification. You can quickly monitor all document requests across all clients, reducing the risk of missed requests or incomplete information. This feature also makes it easy to determine which documents or information have been requested versus received, allowing you to efficiently manage your document gathering process.
As a professional, you and your team is responsible for gathering and processing your clients' documents. With Zapa Client Portals' request tracking feature, you can efficiently manage your document requests, reducing the risk of errors and improving operational efficiency.
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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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