Partners

Partner team management

Firms control who sees which clients without waiting on Zamp.

Partner team management is live. Partner owners can invite and manage users in the partner app, and choose which client accounts each person can access.

Only partner owners can see and change team settings. The team views also work on mobile.

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.

Sales tax that keeps getting better, without more work for you.

Talk to a specialist about your states, your systems and what we take over.

#1 rated support on G2

Three colleagues reviewing their accounts together at a sunlit table.