Our AI assistant handles your document collection process from start to finish, saving you time and improving security.
ZippyClerk sends timely document requests and follows up automatically.
Intelligent reminders ensure you get documents on time.
Bank-level encryption keeps sensitive documents safe.
Easy-to-use portal for clients to upload documents securely and track status.
See what our customers are saying about their experience.
Law Firm Partner
"ZippyClerk has transformed our document collection process. We save hours every week."
Accounting Firm
"Our clients love the secure portal, and we love the automated follow-ups."
Financial Advisor
"Document collection used to be a nightmare. ZippyClerk has made it seamless."
One affordable plan with everything you need.
No credit card needed. Tell us about your business to unlock your trial.
Questions? Email us at support@zippyclerk.com