Partners

Filing stats and trends in the partner app

Partners can track progress across their whole book at a glance.

The partner dashboard now shows monthly filing stats across all clients, plus a graph of filings over time.

Partners can track filing progress across their whole book in one place.

More partners updates

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  1. Recently viewed clients for partnersFaster navigation for partners who move between many clients.
  2. Auto-approve filings for partnersFewer approval notifications for partners who want to fully trust Zamp with filing.
  3. Dedicated clients page for partnersEasier to find and manage individual clients.
  4. Referral partner supportMore ways for firms to work with Zamp.

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