With our Fillable PDF Forms feature, professionals like accountants, attorneys and paralegals can provide clients with digital intake sheets that can be filled out and submitted securely through our client portal. This eliminates the need for clients to have access to a scanner or to mail documents, reducing the risk of errors and delays and saving time and money.
Our Fillable PDF Forms feature is designed to simplify the process of gathering information from clients about a matter. You can create custom digital intake sheets that can be filled out and submitted by clients through our secure client portal. Clients can access the forms from anywhere, at any time, and receive an automatic notification when the forms are submitted.
As a professional, your team needs to efficiently gather information from your clients to perform your services and get paid.
We're here to help:
With Zapa you can:
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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