Partners

Partner client onboarding

Firms can bring their whole book of clients onto Zamp in one go.

Partners can now add clients directly from the partner app, either one at a time or in bulk with a CSV. New clients appear in the partner's client list, with a button to start each client's onboarding in the company app, no extra sign-in needed.

The partner is set up as the admin on each new client account automatically, and a Zamp onboarding specialist is assigned to stay in the loop.

More partners updates

See all 10
  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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