Pay stubs, bank statements & Tax Transcripts in seconds

POWER Your Firm and WOW your clients with Zap Reports!
White Labeled Entirely To You

Bank Statements,

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A Seamless Experience

Document collection
simplified

Raise the bar for your firm by doing what your competitors won't, getting documents for your clients.

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Step 1

Request Information From Clients with a Single Click

Step 2

Clients Securely Provide Credentials to Access Their Institutions

Step 3

Documents and statements are Provided Directly to Your Firm

Getting documents for my practice has always been a struggle. With Zap Reports, I've reduced my time to file to just 15 days from a verbal commitment, saved on staff time, and I no longer have to harass clients for documents which feels great!

- David Ienna, President Fairmax Law

STOP Having to deal with the IRS

Direct IRS Integration

Zap Reports is proud to be the first service available to law firms that can get your client's tax transcripts via the Zap Transcripts Service.

Now you can leave behind long hours on hold with IRS and forget telling your client's that they are on their own to deal with the IRS.

Working without a wet signature, our transcript service is the fastest way to get documents back from the IRS.

With Zap Reports tax transcripts are at your fingertips.

IRS

*Estimated Launch: June 2022

Instant Policy Access

Driving Auto Insurance Policies Right Into Your Hands

If your clients drive, their auto insurance policies and ID cards are a few clicks away.

Zap Reports connects directly to major insurance brands to be able to get you policy statements instantly.

allstate
citizens
geico
libertymutual
mercury
nationwide
progressive
statefarm
travelers
usaa
car
Online Intake Simplified

Get Information From Your
Clients Effortlessly

team

Zap Reports offers a fully customizable Form Builder to simplify the process of getting information from your clients.

We've spent years of research building an all encompassing bankruptcy intake process that you can use right out of the gate saving you time and money as it's already done for you.

Your firm is unique, shouldn't your intake process be as well?

Agreements Made Easy

Simplify The Process Of Having Your Clients Sign Documents

With other document signing platforms, you can only sign by email. With Zap Sign, you can text links directly to your clients as well.

That means you get the agreements you need at the push of a button.

Create templates for the documents you use often and receive final copies back that looks like they were signed in person.

team

Create Your Free Account

Get $100 of free document pulls by clicking the button below.

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Let's Talk Security & Reliability

Zap Reports uses industry standard, tried and true connection methods to access your clients accounts. This very same technology is used by innovative brands around the globe for underwriting purposes, loan applications, and financial wellness analysis.

The data gotten by Zap Reports is sourced directly from financial and employment institutions giving clients streamlined access to their information.

This same technology that we use under the hood is also used by major companies across the globe like the companies shown below.

For an in depth look at how Zap Reports priorities security and data integrity please refer to our whitepaper here.

microsoft
lendingkart
loanbaba
kashflow

Works Across All Devices

Not all of your clients have access to a computer but in todays world everyone has a phone!

With Zap Reports your clients just click on a link to start pulling their documents, it's that simple.

Straight forward billing

No Monthly Fees - Ever

We're here to make the document collection world better, not to charge you an arm and a leg. With us, you will now exactly what you'll pay every month.

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Flexible Pricing

Pay As You Go

Do not worry if you have a slow month. It happens to every firm. Zap Reports only charges you for the reports that you pull. No Monthly Minimums and no charges for clients who don't connect their accounts.

What Can Zap Reports Access?

  • Financial Institutions
  • Cash App
  • Venmo
  • PayPal
  • Zelle
  • Mortgages
  • Payroll
  • Pay Stubs
  • Unemployment
  • Uber
  • Lyft
  • Doordash
  • Auto Policies
  • Retirement
  • Investments
  • Automotive
  • Social Security
  • Disability
  • Most Major Institutions

While Zap Reports works without needing any installation or custom development, we also offer connections directly to your CMS as an option you can explore.

Developer Friendly

Simple, Easy API's

We make it as easy as possible for developers to communicate directly to Zap Reports. Connect in hours, not days.

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Workflow Ready

Open Integration

Zap Reports has the ability to connect to your existing Case Management Platform so your documents show up instantly.

clio
zoho
Zap Reports In Action

How it works

WATCH THE VIDEO

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Are you ready to revolutionize your firm?

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