When your client can access their own files at any time with a secure self-service portal, you can be free to focus on your most important work. Reducing simple requests, automating tasks such as sending a copy of a file to your client or verifying that they send you a specific request can make all the difference during a busy season or tight deadline. With simple and effective automation such as self-service client portals, you can scale your business with less need to hire additional help.
With One Location for all Client Files, you can:
As a professional, you need to efficiently store and manage client files while providing secure access to their files so that you can gather the information you need to perform your service.
We're here to help:
With Zapa Client Portals: