Zapdat is a simple client communication portal that will save service professionals hundreds of hours. Our software automates the data collection and follow-up workflow, gives you a secure and user-friendly hub for all communication, and provides secure document storage. Document management software can be over complicated and expensive. That’s why we focused on creating an easy-to-use solution to the most time-consuming issue facing busy professionals: data collection and follow up. Zapdat takes care of requesting information, sending reminders, and managing client queries. Eliminate repetitive tasks, communicate with customers via a central portal, easily share information with internal staff, and ensure every item of data is securely locked in the cloud. With no installation required, automatic updates and regular back-ups, Zapdat is so easy, you can set it up yourself in minutes. Quickly customise our templates to create document workflows, and in just a few days you’ll see the difference. Any task that is duplicated can be automated, and Zapdat is designed to be the most efficient method of automation available. Professional service firms such as accountants, lawyers, financial planners, mortgage and insurance brokers, are saving hundreds of hours by using Zapdat to manage client communication and securely transfer data. We’re always striving to make Zapdat better, so feel free to message us any time. We’d love to hear your feedback and suggestions.