SAVE HUNDREDS OF HOURS EACH YEAR!

The communication portal helping professionals manage client information, documents and data more efficiently

Join the successful professionals who are saving time and improving their client service with an easy-to-use system designed by professionals for professionals.

Cloud-based client communication
tracking system

How much time do you spend asking for documents and information, understanding the status of each request, chasing clients for missing information, and answering each client’s questions?

Now there’s a better way.

Zapdat gives you a single workspace for each job where you can request documents and information, see when clients action requests, and quickly respond to client queries. It’s a secure custom-built environment where all the documentation for each job can be found in a single place.

Zapdat shows your clients all the information you need and helps them keep track of the status of each requirement. The client portal is secure, easy to use, and branded with your firm’s name.

It takes just minutes to get started.

So what are you waiting for? Improve the standard of your service and save hundreds of hours by using the simple cloud-based portal designed to simplify the way you communicate with clients.

Request documents & information

Create checklists, forms and questionnaires to get the information and documents you need from your clients. Use Zapdat templates or create your own.

Send & receive messages

Send messages to clients and your team. All messages are stored in a single workspace for each job, so you don’t have to dig through folders of irrelevant email trails.

Follow-up & reminders

Reminders are automatically generated when a client hasn’t completed a request. Get an instant alert as soon as a client responds.

everything in one place

Quickly find all the documents, information and messages related to each job. Everything is safe and secure, stored in Zapdat’s cloud-based system.

Save hundreds of hours by automating data transfer, tracking, and client queries

Zapdat benefits

DESIGNED by professionals for professionalS
REDUCE UNBILLABLE HOURS

Imagine the time you spend manually gathering information, tracking progress and handling customer queries. It adds up to weeks of every calendar year. Zapdat gives you that time back.

HELP YOUR CLIENTS HELP YOU

The greater understanding your clients have of information requirements, the easier your job gets. With Zapdat you can use messages, checklists, questionnaires or forms to make it easier for your clients to give you the right information.

IMPROVE THE QUALITY OF COMMUNICATION

See a top-down view of all client activity to spot potential delays. Set a consistent tone of communication that ensures each interaction is highly professional. Easily collaborate with team members to keep jobs on track.

BETTER CLIENT COMMUNICATION

Zapdat provides a far more efficient and effective way of communicating with clients. Stop being a slave to your inbox. Use a custom-built, centralised collaboration tool.

EVERYTHING IN ONE PLACE

All documents, information and messages relating to each job are stored in a single location. Quickly see the status of each client, understand their requirements, and share information with your team.

A CLEAR AUDIT TRAIL

All documents, information and messages relating to each job are in one place, so you can see the complete history of all tasks and communications. Retaining a complete history of each job helps you satisfy compliance requirements and makes it easy to analyse the efficiency of your workflow.

Join professionals such as accountants, lawyers, financial planners, mortgage brokers and insurance brokers who are using Zapdat to work with clients more effectively and efficiently