Automate Document Collection & Verification

Zippy Clerk is your AI assistant that handles document requests, verification, and secure storage so you can focus on growing your business.

Person receiving payment notification from Zippy Clerk
Features

Why ZippyClerk?

Our AI assistant handles your document collection process from start to finish, saving you time and improving security.

Automated Document Requests

ZippyClerk sends timely document requests and follows up automatically.

Smart Follow-ups

Intelligent reminders ensure you get documents on time.

Secure Storage

Bank-level encryption keeps sensitive documents safe.

Client Portal

Easy-to-use portal for clients to upload documents securely and track status.

Testimonials

What Businesses Say About ZippyClerk

See what our customers are saying about their experience.

David M.

David M.

Law Firm Partner

"ZippyClerk has transformed our document collection process. We save hours every week."
ZippyClerk
Jennifer L.

Jennifer L.

Accounting Firm

"Our clients love the secure portal, and we love the automated follow-ups."
ZippyClerk
Robert K.

Robert K.

Financial Advisor

"Document collection used to be a nightmare. ZippyClerk has made it seamless."
ZippyClerk
Pricing

Simple, Transparent Pricing

One affordable plan with everything you need.

All-Inclusive Plan

Everything you need for efficient document collection

$30/month
  • Automated Document Requests
  • Smart Follow-ups
  • Secure Storage
  • Client Portal
  • Integration with popular software
  • Priority customer support

14-day free trial. No credit card required.

Free Trial

Start Your 14-Day Free Trial with ZippyClerk

No credit card needed. Tell us about your business to unlock your trial.

Your info is safe with us. See our Privacy Policy.

Secure & Reliable
24/7 Support
No Setup Fees

Questions? Email us at support@zippyclerk.com