Automating file requests through secure file sharing platforms like Zapa streamlines the process of gathering source documents for tax season, reducing errors, improving security and compliance, and boosting client confidence, making tax preparation more efficient and less stressful.
Zapa had the honor of sponsoring a youth boys' soccer team at the 2023 Ocean City Sand Soccer Tournament this past weekend.
Zapa Client Portals is excited to announce a new referral program, rewarding current clients with a $50 account credit for each new company they refer that becomes a paying client.
Explore the groundbreaking achievement of OpenAI's GPT-4 as it aces the accounting exam. Discover how this feat could revolutionize the future of accounting education, industry practices, and the role of AI in finance. Dive into the transformative potential of AI in accounting with us.
As the landscape of the accounting profession changes and hiring becomes more difficult, technology is stepping in to help retain and attract employees.
Let's review the risks associated with FTP servers and see why have Law Firms moved away from this technology.
Present your managing partner with the benefits of modernizing the firm, such as improved efficiency, cost savings, and enhanced client experience.
A modern law firm is one that utilizes technology and innovative practices to enhance the client experience, improve efficiency and productivity, and stay current with the latest legal trends and changes.
Zapa helps accountants exchange documents and information with their clients easily and securely. It can also help them stay organized and work more efficiently, which is especially useful during tax season.
You should consider implementing a secure client portal in your business if you want to improve the way that you manage and share client information and documents, and if you want to provide your clients with a more convenient and secure way to access their information.
Now you can Pin Favorite Portals, add Terms & Conditions for your Guests, and Link a Portal to any URL!
For this release we wanted to add some ease of use features such as File Preview, Embeddable Link, and File Refresh
We love Dropbox and Dropbox for Business. It is an amazing team collaboration tool including excellent features such as Online-Only file sync with your Desktop Computer, and full File Version History. However, Dropbox may not be the best choice for sharing files with customers outside of your Team.
Zapa introduces Customizable Guest Invitation Emails, Notification to Clio Matter Email, Branded Guest Login Page, Show Deleted Files, File Comments and more.
Why is sending your customer files so difficult?
How will files look in the world of Virtual Reality
COVID has effected Professionals in all sectors of the economy.
Why tasks easy for you can be stressful to your clients
You deserve more than just another stressful file sharing portal.
Simple and Fast Client File Sharing.
