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Secure Client Portal

Your documents,
encrypted end‑to‑end.

Upload documents, e‑sign returns, and message your advisor. AES‑256 at rest, TLS 1.3 in transit, MFA on every login.

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Zaki Enterprise Portal
Secure
Protected by MFA
Features

Everything you need. Nothing you don't.

Drag‑and‑drop upload

W‑2s, 1099s, receipts — from phone or desktop.

E‑signature

Sign returns and engagement letters from anywhere.

Secure messaging

Ask questions without hitting your inbox.

Bank‑grade encryption

AES‑256 at rest, TLS 1.3 in transit.

MFA & audit logs

Every session tracked. You control access.

Role‑based access

Add a spouse, partner, or bookkeeper cleanly.

Taking new clients

Ready when you are.

Become a client and we'll set up your portal in minutes.